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A
Anonymous
August 21, 2018
Question

Propertybase - SFDC integration

  • August 21, 2018
  • 2 replies
  • 2168 views

Does anyone have experience with CRM synch to PropertyBase? Looks like it is Salesforce customized for the real estate business. Looking for guidance with the CRM integration setup. Thank you!

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2 replies

Ronen-Was-SRpro
Ronen-Was-SRpro
Level 5
August 22, 2018

Hi Bruce,

Can you be more specific about what do you want to synch?

Ronen Wasserman
A
Anonymous
August 22, 2018

Hi Ronen,

The challenge is that the CRM is not using leads and contacts objects together, only contacts. So, when Marketo sends a new lead to PropertyBase, normally a new lead is created. The challenge is in creating a new contact directly - is it even possible?

Thanks for your reply.

- Bruce

Jay_Jiang
Jay_Jiang
Level 10
August 22, 2018

PropertyBase is a CRM solution based off Salesforce.com popular with real estate agencies and developers in Australia. From my limited understanding, leads and contacts have been configured to work differently.

You would need to seek advice from the CRM supplier on what is possible, i.e. can other Salesforce packages be installed? how would it affect the CRM itself?

    A
    Anonymous
    August 22, 2018

    Thank you, Jay. You are correct.

    - Bruce

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