Contact and CRM automations for real estate brokerages
Keep your CRM current without retyping. Joy adds closed clients to your contact app and sends attendees to HubSpot, Salesforce, Pipedrive, or Zoho CRM.
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Log file milestones as Follow Up Boss notes
Follow Up BossAdd a note to the client's Follow Up Boss record when a file reaches a milestone
When a file reaches a milestone
ContactsView automationMove closed clients to past client in Follow Up Boss
Follow Up BossSet closed clients to your past client stage and tag the closing date in Follow Up Boss
When a file closes
ContactsView automationSend open-house sign-ins to a real estate CRM
Follow Up Boss
CINC
Rex+1Add new open-house visitors to Follow Up Boss, CINC, Rex, or Real Geeks as leads
When an open-house sign-in form is submitted
ContactsView automationAdd closed clients to Rex
RexAdd verified clients who are missing from Rex when a file closes
When a file closes
ContactsView automationAdd clients to a contact app
Google Contacts
HubSpot
Microsoft Outlook Email+3Add missing verified clients to your chosen contact app
When a file closes
ContactsView automationSend attendee details to HubSpot
Google FormsHubSpotAdd new open-house contacts from Google Forms to HubSpot
When Google Forms sign-ins arrive
ContactsView automationSend attendee details to HubSpot
JotformHubSpotAdd new open-house contacts and visit context to HubSpot
When Jotform sign-ins arrive
ContactsView automationSend attendee details to HubSpot
TypeformHubSpotAdd new open-house contacts and visit context to HubSpot
When Typeform sign-ins arrive
ContactsView automationSend attendee details to Pipedrive
Google FormsPipedriveAdd new open-house attendees and visit notes to Pipedrive
When Google Forms sign-ins arrive
ContactsView automationSend attendee details to Pipedrive
JotformPipedriveAdd new open-house attendees and visit notes to Pipedrive
When Jotform sign-ins arrive
ContactsView automationSend attendee details to Pipedrive
TypeformPipedriveAdd new open-house attendees and visit notes to Pipedrive
When Typeform sign-ins arrive
ContactsView automationSend attendee details to Salesforce
Google FormsSalesforceAdd new open-house contacts and visit context to Salesforce
When Google Forms sign-ins arrive
ContactsView automationSend attendee details to Salesforce
JotformSalesforceAdd new open-house contacts and visit context to Salesforce
When Jotform sign-ins arrive
ContactsView automationSend attendee details to Salesforce
TypeformSalesforceAdd new open-house contacts and visit context to Salesforce
When Typeform sign-ins arrive
ContactsView automationSend attendee details to Zoho CRM
Jotform
Zoho CRMAdd or update approved open-house attendee and visit fields in Zoho CRM
When Jotform sign-ins arrive
ContactsView automationSend attendee details to Zoho CRM
TypeformZoho CRMAdd or update approved open-house attendee and visit fields in Zoho CRM
When Typeform sign-ins arrive
ContactsView automationSend attendee details to Zoho CRM
Google FormsZoho CRMAdd or update the mapped Zoho CRM record from an open-house sign-in
When someone signs in at an open house
ContactsView automation