The way real estate professionals generate leads is changing with RiTA. Powered by Ai and automation, RiTA plugs into your CRM and starts conversations with the people in your database, generating leads and nurturing relationships. In this article, we explain how RiTA integrates with Box+Dice, one of the best real estate CRM and transaction management platform in Australia & New Zealand.
RiTA x Box+Dice
This integration is a two-way API integration which allows information to be sent back and forth between RiTA and Box+Dice.
Calls
A call made in Box+Dice creates a note in RiTA.
A call made in RiTA creates a note on the contact in Box+Dice.
SMS
An SMS sent in Box+Dice creates a note in RiTA.
An SMS sent in RiTA creates a note on the contact in Box+Dice.
Emails
An email sent in Box+Dice creates a note in RiTA.
An email sent in RiTA creates a note on the contact in Box+Dice.
Follow Ups
A follow up made in Box+Dice creates a note in RiTA.
A follow up made in RiTA creates a note on the contact in Box+Dice.
Appointments
An appointment made in Box+Dice creates a note in RiTA.
An appointment made in RiTA creates a note on the contact in Box+Dice.
Notes
A note entered in Box+Dice creates a note in RiTA.
A note entered in RiTA creates a note on the contact in Box+Dice.
Archives
A contact archived in Box+Dice is archived in RiTA when the ‘archived’ category is available in the CRM.
A contact archived in RiTA is also archived in Box+Dice when the ‘archived’ category is available in the CRM.
Property Details
When a property ownership is added or updated in Box+Dice, it is added or updated in RiTA.
Estimated selling dates in Box+Dice are updated in RiTA.
When changes are made in RiTA to the property ownership and/or estimated selling dates, a note is created against the contact in Box+Dice.
Buyer Details
When buyer requirements are added or updated in Box+Dice, they are added or updated in RiTA. These details can only be viewed in RiTA.
When a change is made to the buyer timeline in Box+Dice, RiTA is updated. However changes made in RiTA do not go back to Box+Dice.
Contact Categories
When a contact’s categories are added or updated in Box+Dice, they are added or updated in RiTA in view mode only.
Contact Data Score
A contact data score in Box+Dice updates in RiTA. However, RiTA’s contact data score doesn’t update in Box+Dice.
Contact Details
Changes made on a contact’s first name and last name in Box+Dice are updated in RiTA and can only be viewed.
Primary mobile and email address are updated in RiTA when changes are made in Box+Dice, and vice-versa.
Updates on secondary phone numbers in Box+Dice can only be viewed in RiTA. Changes in RiTA cannot be made.
Communication Preference
Changes made on a contact’s ‘No Spam’ preference in Box+Dice are updated in RiTA, and vice versa.
RiTA will attempt to update data in Box+Dice as soon as possible.
The integration between your CRM and RiTA the Ai lead generator is really powerful as you leverage the latest tech to get consistent, qualified leads whilst building relationships.
The AiREforce team behind RiTA continuously develops new and better integrations to facilitate agents’ prospecting tasks and make your software investments worth it. If you have any questions regarding CRM integrations, please contact us.
