If you have an existing CRM for managing your deals you can connect DealMachine to it using Zapier.
Zapier connects all types of apps together.
With DealMachine, for example, you can set up triggers like "Lead Status Change" or "New Lead" and pair them with actions such as creating or updating records in connected CRMs.
Set up Zapier for DealMachine seamlessly by following this Zapier integration link.
This link allows you to integrate DealMachine with specific CRMs such as Resimpli and Hubspot, enabling efficient workflows.
Click that link and setup your free Zapier account (if you don't have one already).
Then select DealMachine inside Zapier. (If you don't see DealMachine click that link again after you create and login to your Zapier account).
Select a trigger from DealMachine, such as "New Lead."
Other examples of triggers include "Lead Status Change" or "New Lead."
Then find your CRM within Zapier, and select an action.
Other actions might include updating existing contacts, creating tasks, or logging communications within the CRM.
That's it! Now every new deal you create in DealMachine will forward to your CRM.
For advanced integrations and troubleshooting, Zapier experts can assist with optimizing workflows, setting up complex automations, and resolving issues.
A kind reminder that only property information (like addresses and owner names) is currently available through Zapier and our API.
Contact information (phone numbers and email addresses) is not yet accessible via these integrations.
You can still export leads manually to access phone numbers and emails. Automated access to contact info is coming in the next few months.