RiTA makes it easy for real estate professionals to get more qualified leads with minimal effort. By plugging RiTA to VaultRE, RiTA enhances your data with third party data like Realestate.com.au, Domain, Pricefinder, Zango and artificial intelligence. The result is an instantly better database to generate leads from. In this article, we explain how RiTA integrates with VaultRE, a powerful real estate CRM solution.
RiTA x VaultRE
This integration is a two-way API integration which allows information to be sent back and forth between RiTA and VaultRE.
Calls
A call made in VaultRE creates a note in RiTA.
A call made in RiTA creates a note on the contact in VaultRE.
SMS
An SMS sent in VaultRE creates a note in RiTA.
An SMS sent in RiTA creates a note on the contact in VaultRE.
Emails
An email sent in VaultRE creates a note in RiTA.
An email sent in RiTA creates a note on the contact in VaultRE.
Follow Ups
A follow up made in VaultRE creates a note in RiTA.
A follow up made in RiTA creates a note on the contact in VaultRE.
Appointments
An appointment made in VaultRE creates a note in RiTA.
An appointment made in RiTA creates a note on the contact in VaultRE.
Notes
A note entered in VaultRE creates a note in RiTA.
A note entered in RiTA creates a note on the contact in VaultRE.
Archives
A contact archived in VaultRE is archived in RiTA.
A contact archived in RiTA is also archived in VaultRE.
Property Details
When a property ownership is added or updated in VaultRE, it is added or updated in RiTA.
Estimated selling dates in VaultRE 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 VaultRE.
Buyer Details
When buyer requirements are added or updated in VaultRE, they are added or updated in RiTA.
When a change is made to the buyer timeline in VaultRE, RiTA is updated. However changes made in RiTA do not update in VaultRE.
Contact Categories
When a contact’s categories are added or updated in VaultRE, they are added or updated in RiTA.
Contact Data Score
A contact data score in VaultRE updates in RiTA. However, RiTA’s contact data score doesn’t update in VaultRE.
Contact Details
Changes made on a contact’s first name, last name, primary mobile and email in VaultRE are updated in RiTA, and vice versa.
Secondary phone numbers can only be viewed in RiTA.
Communication Preference
Changes made on a contact’s ‘Do Not Call’ /’No Spam’ preference in VaultRE are updated in RiTA, and vice versa.
RiTA will attempt to update data in VaultRE as soon as possible.
Integrating your real estate CRM with a powerful Ai-powered lead generation and nurturing platform like RiTA is a strategic decision you won’t regret. It allows you to get more business with minimal effort.
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.
