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Integrating Listings with CRM & Leads

Understand how your property listings in RealtyLync automatically generate and link leads to your CRM, allowing you to track inquiries and manage client interactions directly.

Integrating Your Listings with CRM & Leads

One of the most powerful features of RealtyLync is the seamless integration between your property listings and your CRM system. Every inquiry and interaction related to your listings automatically feeds into your lead management.

How it Works:

  • Automatic Lead Capture: When a prospective buyer or investor inquires about your property (e.g., through a contact form on the public listing page), a new lead is automatically created or updated in your CRM.
  • Property-Linked Leads: You can view all leads specifically interested in a particular property directly from that property's management page. Navigate to your "My Properties" list, click the property, and then access its "Leads" section. (View Property Leads - Note: Link requires a valid property_id)
  • Client Management: Convert leads into clients, track their journey, and manage all communications and tasks from within your CRM, ensuring no opportunity is missed.

This integration streamlines your lead qualification and client nurturing processes, directly tying your marketing efforts to tangible business outcomes.

Article ID: 422