File work, handled in the background. Joymore agents handle real estate brokerage file work in the background. See the workflow
CRM

Salesforce integration

Connect Salesforce so closing updates, new clients, and closing documents reach the right Salesforce records without anyone retyping them from the transaction file.

What Joymore does

Many brokerages run leads, contacts, and opportunities in Salesforce, while the transaction file and its compliance review live in Joymore. Connecting the two means work that happens on a file, like a closing, can show up on the matching Salesforce record. Salesforce stays your system for relationships, and Joymore keeps reviewing every file as it arrives.

Once Salesforce is connected, Joymore automations can react to Salesforce events, like a new or updated record, and run Salesforce actions, like creating a contact or updating an opportunity. Joy can also work in Salesforce when someone on your team asks her to.

What you can do

  • Update closing status. When a file closes, Joy applies your approved closing stage or status to the mapped Salesforce record, changing only the field you choose.
  • Add closed clients as contacts. When a file closes, Joy adds verified clients who are missing from Salesforce as new contacts and leaves existing contacts unchanged.
  • Copy closing documents. When a file closes, Joy copies the closing documents you select to the file's mapped Salesforce record, without overwriting existing attachments.
  • Capture open-house sign-ins. When visitors sign in through Google Forms, Jotform, or Typeform, Joy creates new Salesforce contacts with the open-house property and visit details.

Ready-made automations

From the Joymore automation library.

Available once connected

What automations can use in Salesforce.

Events Joymore can react to

  • Case Updated (Instant, of Selectable Type)
  • Email Template Updated (Instant, of Selectable Type)
  • Knowledge Article Updated (Instant, of Selectable Type)
  • New Case (Instant, of Selectable Type)
  • New Chatter Feed Comment (Instant or Polling)
  • New Chatter Feed Item (Instant or Polling)
  • New Deleted Record (Instant, of Selectable Type)
  • New Email Template (Instant, of Selectable Type)
  • New Knowledge Article (Instant, of Selectable Type)
  • New Outbound Message (Instant)
  • New Record (Instant, of Selectable Type)
  • New Updated Record (Instant, of Selectable Type)

Actions Joymore can run

  • Add Contact to Campaign
  • Add Lead to Campaign
  • Convert SOAP XML Object to JSON
  • Create Account
  • Create Accounts (Batch)
  • Create Attachment
  • Create Campaign
  • Create Case
  • Create Case Comment
  • Create Contact
  • Create Content Note
  • Create CRM Record
  • Create Event
  • Create Lead
  • Create Note
  • Create Opportunities (Batch)
  • Create Opportunity
  • Create Record
  • and 43 more

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.

Salesforce and Joymore questions

Do agents have to change how they use Salesforce?

No. Agents keep working in Salesforce as they do today. Automations update the records you choose, with no extra steps for agents.

How do I connect Salesforce to Joymore?

Sign in to Joymore, open Settings, and connect your Salesforce account. You can connect it for your whole brokerage or for a single user.

Do these automations send messages to clients?

No. The closing and contact automations update Salesforce records only and do not send outreach to clients.

Which Salesforce records can automations work with?

Automations can create and update records such as contacts, leads, accounts, opportunities, tasks, and notes. You choose the mapping during setup.

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