DealMachine integration
Connect DealMachine so new leads can be tagged and noted for your team, and leads your team gathers elsewhere can be added to DealMachine without retyping.
What Joymore does
Teams use DealMachine to find properties and track leads. When a lead turns into a deal, the transaction file and its compliance review live in Joymore. Connecting DealMachine lets lead activity start the steps your team sets up.
Once DealMachine is connected, Joymore automations can react to new leads in DealMachine and run DealMachine actions, like adding tags or a note to a lead. Joy can also work in DealMachine when someone on your team asks her to.
What you can do
- Tag new leads. When a new lead arrives in DealMachine, an automation can add the tags your team uses to sort and assign leads.
- Add notes to leads. An automation or Joy can add a note to a DealMachine lead so context from your team stays with it.
- Add leads. An automation or Joy can add a lead to DealMachine from details your team already has, so nobody enters them twice.
Available once connected
What automations can use in DealMachine.
Events Joymore can react to
- New Lead
Actions Joymore can run
- Add Lead
- Add Tags to Lead
- Create Note
- List Lead Id Options
- List Tag IDs Options
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
DealMachine and Joymore questions
How do I connect DealMachine to Joymore?
Sign in to Joymore, open Settings, and connect your DealMachine account. You can connect it for your whole brokerage or for a single user.
Do agents have to change how they use DealMachine?
No. Agents keep working in DealMachine as they do today, with no extra steps.
What can automations do in DealMachine?
They can react to new leads and add leads, tags, and notes. Joy can do the same when someone on your team asks her to.
