Connect onOffice CRM with BOTTIMMO

What content can be generated on which topics?

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Connect Propstack CRM with BOTTIMMO

Make good use of the content you create

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Google Tag Manager (GTM) Container Template: Tracking Made Easy

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What are Marketing-Topics?

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Content Creator

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Flowfact CRM mit BOTTIMMO verbinden

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Acquisition-Booster

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 BOTTIMMO on Android

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 BOTTIMMO on the iPhone

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Overview

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<h2>Basic setup of the BOTTIMMO interface</h2><p>The BOTTIMMO interface is activated via the onOffice Marketplace. Follow these steps to successfully activate the interface:</p><ol><li><strong>🛍️ Open the onOffice Marketplace</strong><br>Log in to <a href="https://smart.onoffice.de/smart/index.php">your onOffice account</a> and open the Marketplace.<br>&nbsp;</li><li><strong>🔎 Find BOTTIMMO</strong><br>Enter ‘BOTTIMMO’ in the Marketplace search bar.<br>&nbsp;</li><li><strong>✔ Start activation</strong><br>Click on the BOTTIMMO tile labelled ‘<strong>Interface</strong>’ and select ‘Activate<br><img src="https://cdn-assets.productfruits.com/80fa8566-d5ac-4e71-8c2e-782099bc8d35"><br>&nbsp;</li><li><strong>⚖️ Confirm terms and conditions and privacy policy</strong><br>A pop-up window will open. Confirm the General Terms and Conditions (GTC) and the Data Processing Agreement (DPA).<br>&nbsp;</li><li><strong>➡️ Continue to activation</strong><br>Click on ‘Continue to activation’ to proceed.<br>&nbsp;</li><li><strong>👨🏻‍💻 Activate user rights</strong><br>Select the desired user rights. The API key for the connection will then be generated.<br>&nbsp;</li><li><strong>🔑 Insert API key</strong><br>Copy the API key displayed and paste it into the corresponding field.<br>&nbsp;</li><li><strong>☑️ Complete activation</strong><br>Finally, click on ‘Activate’.<br>&nbsp;</li><li><strong>📨 Check emails</strong><br>Once step 8 is complete, an email will be sent to the BOTTIMMO account owner.<br>This email will have the subject line ‘Complete linking of onOffice with BOTTIMMO’ and contain a button labelled ‘Complete linking’.<br>&nbsp;</li><li><strong>🏁 Complete linking</strong><br>Click on the ‘Complete link’ button. You will be redirected to BOTTIMMO, where you can configure the desired synchronisation settings and complete the setup.<br>✅ <strong>You have now successfully set up the BOTTIMMO interface. 🎉</strong></li></ol><h2>Video: Step-by-step setup guide</h2><p>Since two extensive systems are being connected, a few steps are unavoidable. Our video shows everything again in detail:</p><div class="raw-html-embed">
        <iframe src="https://scribehow.com/embed/onOffice_mit_BOTTIMMO_verbinden__sUIm44idQpeHIDqdJnHIZA?skipIntro=true&amp;removeLogo=true&amp;as=video" width="100%" height="640" allowfullscreen="" frameborder="0"></iframe>
</div><h2>Synchronisation options</h2><h3>Synchronisation onOffice → BOTTIMMO</h3><p>After successful connection, no data is transferred between the two systems for security reasons. The first step is an initial contact synchronisation from onOffice to BOTTIMMO.&nbsp;<br>After this initial synchronisation, new contacts are synchronised regularly and automatically from onOffice to BOTTIMMO.</p><h3>How does the data get back to onOffice?</h3><p>You can choose between automatic and manual synchronisation.</p><h4>Automatic</h4><p>All changes to contacts in BOTTIMMO and all new contacts generated via BOTTIMMO are automatically imported into onOffice.</p><h4>Manual</h4><p>No data is automatically transferred back to onOffice. Each contact can be synchronised individually (on the contact details page) to onOffice. This means more manual effort, but also allows for more data control. This is what the function looks like on the contact details page. It is located in the left-hand column:</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsnc1561976eb8934bee540b631acbf4fc0f8ea3103d054daf3a98bbfa42474772b335a06ea5903e9f03d729cc2953874d184e7e8c278f77e7a066a1044bef25f71?inline=true"></figure><h3>Which contacts are synchronised?</h3><p>In onOffice, each contact can be assigned to a so-called ‘contact type’. In the BOTTIMMO app settings, each customer can select which contact types should be synchronised and which should not.</p><p>ℹ️ <strong>Note</strong>: If you do not maintain the contact types, you can simply select ‘all contacts’ or ‘contacts without contact type’ in the app settings.<br>&nbsp;</p><p>⚠️ <strong>Caution</strong>: <strong>Only contacts with onOffice GDPR status ‘Storage agreed’ will be synchronised.</strong></p><p>A corresponding note appears in the settings of the BOTTIMMO app. Why? The BOTTIMMO system is purely about contacting contacts. If permission has not been granted, you cannot legally work with this contact in the BOTTIMMO system.</p><h3>How do I find the contacts newly generated in BOTTIMMO in onOffice?</h3><p>In the list of your contacts in onOffice, there is a column called ‘Contact origin’. There you can identify the relevant contacts by the entry ‘BOTTIMMO’:<br><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn1bbf6a4ebca2cbe5ae377d9769f2e2bf1ceb0c0ad8de8a2d1f1cc35e0d00341ebbaa1617889f0bf25cf0e97ccd945ceb151920ca28e05962551d61b60b499873?inline=true"></p><h3>Can I stop the synchronisation again?</h3><p>Yes, at any time: Click on the corresponding button in the BOTTIMMO CRM settings at the bottom right, and you're done.</p><h3>What happens when synchronisation is stopped?</h3><p>From that moment on, no more data will be transferred between onOffice and BOTTIMMO. Synchronisation can be stopped and restarted at any time with a single click.</p>

<h2>Overview</h2><h3>What is the contact pipeline?</h3><p>The contact pipeline is an alternative display format to the contact list. The pipeline view simplifies and speeds up the efficient processing of your contacts, while the list provides a better overview.</p><h2>Where can I find the contact pipeline?</h2><p>The board is very easy to find:</p><ol><li>Open the BOTTIMMO app and go to Contacts.<br><img class="image_resized" style="width:17.79%;" src="https://cdn-assets.productfruits.com/a65da6b0-b20f-44ba-9f07-26f7c4dd9b24"></li><li>In the function bar, you will find an option to switch between the list view and the pipeline view in the right-hand third.</li></ol><h2>Which contacts are shown in the Contacts Pipeline?</h2><p>In the pipeline view, you will see the same contacts as in the familiar contact list.</p><p>The difference lies in the display:&nbsp;</p><p>Each contact is displayed on a ‘card’ in the pipeline. These cards can be easily moved back and forth between the individual processing statuses using drag and drop. The status of moved contacts changes automatically. This saves you valuable time, as several processing steps are eliminated.</p><h2>How exactly does the pipeline work?</h2><p>Each contact is represented by a card. The cards can be moved between the columns that correspond to the existing statuses in BOTTIMMO using drag and drop.</p><p>The status of the contact is updated automatically.</p><p>ℹ️ <strong>Tip</strong>: Pay particular attention to the cards marked in red. These are new contacts. Make sure they are processed promptly.</p><h2>What information can be found on the cards?</h2><p>Each card displays the following contact details:</p><ul><li>The first and last name of the contact</li><li>The date of their last action</li><li>All actions performed in coloured bubbles (similar to the list)</li><li>The assigned employee</li><li>If no employee is assigned, an assignment function is displayed instead.</li></ul><h2>What functions are available in the cards?</h2><h3>Open contact details</h3><p>When you click on a card, the details page opens (automatically) in a new tab.</p><h3>Assign employee</h3><p>At the top right of each card is a grey circle symbolising a person. To assign this contact to a colleague for processing, click on the circle and select the desired colleague from the list that opens.&nbsp;</p><p>Once an employee has been assigned, the circle is coloured and displays the employee's initials.</p><p>⚠️ <strong>Note</strong>: Only customers with the Expert package can assign contacts to employees.</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn74e9894cd8db3cc292c650270e443ebf73654234960fdfa609dc0377dad534e3d10dad76ac9653c5c5d228f5dbad7f2d68ca176b8062edc4053186e413dc0f37?inline=true"></figure><h3>Set due date for contact processing</h3><p>With the ‘<strong>Due date</strong>’ function, you can assign an individual date for <strong>resubmission</strong> to each of your contacts, regardless of their current contact status. This date helps you to plan your customer relationships effectively and follow up on them in a timely manner.</p><p>You can find more details here: <a href="https://help.bottimmo.com/en/article/due-date-for-contacts" target="_blank" rel="noopener noreferrer">Set due date for contacts</a>.</p><h2>Personalise pipeline</h2><p>The following functions are used to tailor the pipeline as closely as possible to your individual acquisition process. This allows BOTTIMMO to integrate seamlessly into your existing processes, even if you change them at a later date.</p><h3>Rename columns</h3><p>The name of a column can be changed by clicking on the column context menu.</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn2336f9e1e6fa3bd1651614104bdd751886e29b98de118714eaaf9756f2b101407ce16de4d2fc035526d056c547200e21a5dbd4d0a16e43bfab7b7dbb4eae2158?inline=true"></figure><h3>Add/remove columns</h3><p>An additional column can be created to the left or right of a column by clicking on the column context menu. The same menu also allows you to remove columns that are no longer needed.</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn2336f9e1e6fa3bd1651614104bdd7518ddb22ddc3c1894e745fcc73b528db49e6957bf815d6e62b77a93eb2b183ab7add058e3bc0592ec3dc6d6e11cac2793c9?inline=true"></figure><p>However, columns can only be deleted if they no longer contain any contacts.&nbsp;<br>&nbsp;</p><p><strong>⚠️ Caution:</strong> The following columns cannot be renamed or deleted:</p><ol><li>New contacts</li><li>Successfully contacted</li><li>Order received</li></ol><p><strong>Why?</strong> These columns are technically linked to the email funnel. The content of the automatically sent emails changes depending on the status. If these columns were renamed, this logic would no longer apply and no more emails would be sent.</p><h3>Change the order of columns</h3><p>The order of the columns can also be adjusted via the context menu. There you can move the current column one column to the left or right.</p><p>The first column, ‘New contacts’, is the only one that cannot be moved.</p><h2>What does not (yet) work in the contact pipeline?</h2><p>Initially (at least at the start), the following functions will not be available in the pipeline view:</p><ul><li>Delete contacts – you can do this in the contact list.</li><li>The ‘Assign’ function in the contact list, as it works differently here, as described above.</li></ul><h2>Feedback on the pipeline</h2><p>If you have any feedback on how you use the pipeline or suggestions for improvements, please use our <a href="https://survey.zohopublic.eu/zs/gBBPom"><strong>feedback form</strong></a>.</p>

<h2>Generate texts</h2><p>Open the Content Creator, select a text type and a topic, then click on ‘Generate new’. Five new texts will be generated immediately.</p><h2>Edit generated texts yourself</h2><p>Basic and Expert customers can customise the generated texts as they wish. To do this, click on the small pencil icon to the right above the text you want to edit.</p><p>💡 This feature is not available for customers with the Light package.</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn79de1c9d90aeb1ff72608e5215b4e09b5bc22c29350568ba6f044a7c7d1f84a4cdb39018e1e5b5c7e0a8c78e85e14a14bcc04282845d34465aa1ca3db30682fd?inline=true"></figure><h2>Combine texts with images</h2><p>The Content Creator automatically combines images that match the selected topic and text type, if available.</p><p>You can change the image source using the drop-down menu at the top right.</p><p>⚠️ <strong>Please note</strong>: Image material is not available from all image sources for every text type.</p><div class="raw-html-embed"><iframe src="https://scribehow.com/embed/Content_erstellen_mit_dem_BOTTIMMO_Content_Creator__d_GAu8_fRyuJvatWO_MsWg?skipIntro=true&amp;removeLogo=true&amp;as=video" width="100%" height="640" allowfullscreen="" frameborder="0"></iframe></div>

<p>In this video, we show you how you, as a real estate agent, can value a property directly on the BOTTIMMO platform.</p><p>The video answers the following questions, among others:</p><ol><li>Where can I, as a real estate agent, carry out a property valuation directly on the BOTTIMMO platform?</li><li>Where can I, as a real estate agent, obtain price trends for a property directly on the BOTTIMMO platform?</li></ol><figure class="media"><div data-oembed-url="https://youtu.be/cq8FOqikqDM"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/cq8FOqikqDM" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p>&nbsp;</p><h2>Property valuation step by step</h2><p>Below, we explain how you can use this process efficiently and what additional information you can obtain about the price trends of a property.</p><h3>1. Start property valuation</h3><p>To carry out a property valuation in the BOTTIMMO app, simply go to the ‘Property valuation’ menu item. There you will see an overview of all properties that have already been valued. To start a new valuation, enter the relevant data for the property in the fields provided and click on ‘Start valuation’.<br><img src="https://cdn-assets.productfruits.com/d693e21c-4953-412f-95be-fc2bd1a4869a"></p><h3>2. Price overview and history</h3><p>After entering the necessary information, you will find a detailed price overview for the property at the bottom of the page. This shows you the price development over the last few years and months. As a real estate agent, you not only receive a current valuation, but also an overview of the price development over time.</p><h3>3. Create PDF document</h3><p>Another useful step is the option to create a PDF of the valuation. This feature is only available in the <strong>Expert Package</strong>. Once you have completed the property valuation, you can generate the document by entering the name of the lead and clicking on ‘Create PDF’. The PDF generated is the same as the one a lead would receive if they had carried out a property valuation themselves.</p><h3>4. Contact management and linking</h3><p>With BOTTIMMO, you can link the property valuation directly to an existing contact. If you already have a lead saved in the app, you can simply link the valuation to that contact. Otherwise, you can also create a new contact. The details of the property valuation are displayed under the ‘Contacts’ tab. Colours such as purple and green help you to identify the status of the valuation. Purple means that you have carried out the valuation internally, and green indicates that the contact has made a request themselves (e.g. for advice or a callback).<br>&nbsp;</p><p>The BOTTIMMO valuation tool provides estate agents with a user-friendly and efficient way to value properties and quickly view price trends. In addition, you can easily link valuations to your contacts and receive a professional PDF document that you can use to communicate with your leads.</p><p>ℹ️ Property valuation is only available to Basic and Expert customers.</p>

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