Sales Builder (Constructor de Vendas) is a CRM for sales management, commercial management, loan management, and commission management for real estate promoters and builders. The integration of Sales Builder with Botmaker is native.

Here's the step-by-step integration guide:

Step 1: In the Botmaker platform, go to Channels and Integrations > CRMs.

Step 2: Click on Connect and enter the subdomain and token. You can obtain these details by logging into the Sales Builder platform, navigating to Integrations > Botmaker.

Step 3: Locate the integration with Botmaker. Click on Configure to access the data.

• For the subdomain, just enter the name that appears in the URL.
• For the token, copy the entire code displayed.

Here's an example:

Step 4: Enter the data in the Botmaker integration tab. Click Save. After saving, the account will be enabled.

What are the advantages of integrating between Sales Builder and Botmaker?

The integration allows for lead generation within the Sales Builder platform. In the leads section, the following data can be obtained:

• Name ("nome"): Provides the lead's name.
• Email ("email"): Provides the email address registered with the lead.
• Phone ("telefone"): Provides the phone number registered with the lead.
• Facebook ("facebook"): Provides the client's or associate's profile on the social network.
• Twitter ("twitter"): Provides the client's or associate's profile on Twitter.
• Instagram ("Instagram"): Provides the client's or associate's profile on Instagram.
• Avatar ("url_avatar"): Informs about the company(s) of interest for the lead (sent via URL).
• Business ("business id"): Informs about the company(s) of interest for the potential client.
• Point of Sale ("idpdv"): Informs about the point of sale associated with the lead.
• Real Estate Agency ("idimobiliaria"): Informs about the real estate agency (ID) linked to the lead.
• Broker ("idcorretor"): Informs about the broker (ID) linked to the lead.
• Broker ("email_broker"): Provides the email address of the broker to be linked with the lead. This is an alternative in case the user doesn't know which broker ID to communicate.
• Situation ("idsituacao"): Provides the situation (ID) of the lead.
• Responsible ("idusuario"): Informs the administrative user who will be linked as responsible for the lead.
• Responsible ("email_manager"): Provides the email of the administrative user who will be linked as responsible for the lead. This is an alternative in case the user doesn't know which administrative user ID to communicate.
• Origin ("origin"): Provides the origin (ID) of the lead (send according to available options: "CB" - Chatbot / "ND" - Not Defined / "GE" - Managers Panel / "CO" - Brokers Panel / "IM" - Real Estate Panel / "FB" - Facebook Ads / "SI" - Website / "GO" - Google / "CH" - Online Chat / "TD" - Direct Traffic / "MP" - Payment Media / "BO" - Organic Search / "EM" - Email / "RF" - Referral / "SC" - Social / "DP" - Display / "OP" - Other Advertising / "OU" - Others / "UK" - Unknown). If not sent in the JSON request, it receives the default value from the system (value of the "module" field).
• Medium ("midia"): Informs the medium code generating the lead.
• Conversion ("conversion"): Provides the name of the source of a new entry of an existing lead.
• Additional Fields ("campos_adicionais"): Provides information on additional fields and their respective values, registered by a construction company.
• Interactions ("interacoes"): Provides information on interactions (note, call, email, SMS, WhatsApp) that have taken place on the lead. It may contain a list with information on scheduled tasks for that interaction.
• Product ("idproduto"): Informs about the identification(s) of the lead's product(s). It may contain a list with product IDs to associate with the lead.
• Product ("produto"): Provides the name of the product or products of the lead. It may contain an array with the names of the products to be associated with the lead.

If you have any questions, contact the Sales Builer API at https://github.com/Construtor-de-Vendas/CV-Leads

After connecting Botmaker to Sales Builder, you can perform actions to generate a lead.

The first step is to obtain the data you want to capture into variables on the platform.

Name, email, and/or phone data are mandatory to create a lead. The rest of the information is optional.

Create a record in Sales Builder

After storing the data in the appropriate variables, insert an integration action into the flow called:

Create a CRM record in Sales Builder.

In the screen that will open, follow these steps:

Step 1: Select the CRM object: Lead

Step 2: Select a CRM field. Here, choose the mandatory fields and, optionally, the optional ones.

Step 3: For each selected field, a box will open to enter the variables that store the data you want to send to the potential client in Sales Builder.

Enter the variable related to each field:

If you wish to send more fields, you can create a new record creation action at any other point in the flow, but you must always provide mandatory data (name and email, or name and phone) so that the system associates the information with the same lead.

Sending fixed information

To send information that will always have the same value, such as the lead origin, you must define a variable in the flow using the set variable action before creating the Sales Builder record action, and set the desired value you want to send.

Below is an example of sending the origin: I am sending the origin as a chatbot, so the value of the variable defining the origin will be CB, as this is the value defined in the Sales Builder API.

This format of sending can also be used to send data to fields such as ventures, conversions, product, etc.

Additional Fields: To send additional fields, it's necessary to create the additional field with lead purpose within the Sales Builder environment and keep it active in the panel.

Take the value that appears in the fields of line name and reference:

We will use the value of the fields to define the value of the variable within Botmaker.

In the Botmaker platform, define a variable that will take the values of the additional fields and use this format to compose the values.

{“cf_income_value” : ${income_value}, “cf_fgts_value” : ${fgts_value}}

The value in quotes corresponds to what is in the Sales Builder name and reference line fields; the values in braces refer to the Botmaker variable containing the value entered by the client. With this format, you can send more than one additional field data in the same action.

Done! You have successfully integrated Sales Builder with Botmaker for simpler and more effective commercial and real estate management.

Remember to visit our Help Center for more information.

Written by: Botmaker Team

Updated: 06/27/2024