RiTA was born to help the real estate industry maximise the value of their CRM data. Focusing on lead generation, RiTA plugs into a CRM and enhances the data with market data, property data and leads. By applying AI and automation, she finds consistent, qualified leads for you to follow up. Today, we explain how RiTA works with Agentbox, one of the leading real estate CRM software in Australia.
RiTA x Agentbox
This integration is a two-way API integration which allows information to be sent back and forth between RiTA and Agentbox.
Calls
A call made in Agentbox creates a note in RiTA.
A call made in RiTA creates a note on the contact in Agentbox.
SMS
An SMS sent in Agentbox creates a note in RiTA.
An SMS sent in RiTA creates a note on the contact in Agentbox.
Emails
An email sent in Agentbox creates a note in RiTA.
An email sent in RiTA creates a note on the contact in Agentbox.
Follow Ups
A follow up made in Agentbox creates a note in RiTA.
A follow up made in RiTA creates a note on the contact in Agentbox.
Appointments
An appointment made in Agentbox creates a note in RiTA.
An appointment made in RiTA creates a note on the contact in Agentbox.
Notes
A note entered in Agentbox creates a note in RiTA.
A note entered in RiTA creates a note on the contact in Agentbox.
Archives
A contact archived in Agentbox is archived in RiTA.
A contact archived in RiTA is also archived in Agentbox.
Property Details
When a property ownership is added or updated in Agentbox, it is also added or updated in RiTA. When changes are made in RiTA, a note is created against the contact in Agentbox.
Estimated selling dates in Agentbox are updated in RiTA. When changes are made in RiTA, a note is created against the contact in Agentbox.
Buyer Details
When buyer requirements are added or updated in Agentbox, they are also added or updated in RiTA. When changes are made in RiTA, the contact’s buyer requirements are updated in Agentbox.
When a change is made to the buyer timeline in Agentbox, RiTA is updated. When the change is made in RiTA, a note is created against the contact in Agentbox.
Contact Categories
When a contact’s categories are added or updated in Agentbox, they are also added or updated in RiTA. When changes are made in RiTA, the categories are updated on the contact in Agentbox.
Contact Data Score
A contact data score in Agentbox updates in RiTA. However, RiTA’s contact data score doesn’t update in Agentbox.
Contact Details
Changes made on a contact’s first name, last name, primary mobile, primary email in Agentbox are updated in RiTA, and vice versa.
Updates on secondary phone numbers in Agentbox can only be viewed in RiTA. Changes in RiTA cannot be made.
Communication Preference
Changes made on a contact’s ‘Do Not Call’ / ‘No Spam’ preference in Agentbox are updated in RiTA, and vice versa.
RiTA will attempt to update data in Agentbox as soon as possible.
The AiREforce team behind RiTA continuously develops new and better integrations to facilitate agents’ daily jobs and make your software investments worth it. If you have any questions regarding CRM integrations, please contact us.
