Connect Your Favorite CRM

Link your CRM and we pull deal data, leads, and opt-outs automatically each month—no spreadsheets, no manual uploads.

We handle the entire setup. A dedicated engineer connects your CRM and maps your fields—no technical work on your end.

Salesforce

Enterprise Ready

Sync property data, leads, and opportunities with your Salesforce CRM.

Bi-directional data sync with custom field mapping
Dedicated engineer handles your entire setup
Real-time webhook notifications

Set Up Integration

Podio

Popular Choice

Connect your Podio workspace to automate workflows and keep data in sync.

Seamless workspace integration with custom app mapping
We configure everything—you just approve the setup
Automated lead routing & status sync

Set Up Integration

Left Main REI

Enterprise Power

Salesforce-powered CRM built specifically for real estate investors.

Built on Salesforce with AI-powered DealSignals
Our team manages the technical integration
Direct mail & drip campaign automation ready

Set Up Integration

REsimpli

All-in-One

All-in-one CRM for wholesalers and flippers with built-in marketing.

All-in-one platform with AI call answering
We handle the Zapier and API configuration
KPI dashboard & ROI tracking built-in

Set Up Integration

More coming soon — HubSpot, InvestorFuse & more

2-Way Integration

Data Flows Both Ways

CRM to 8020REI

Better scoring and targeting based on your real deal outcomes
Cleaner lists that skip leads you're already working
Accurate performance tracking across campaigns and sources

8020REI to CRM

Competitive sale alerts on properties in your pipeline
New distress events flagged as they happen
Data enrichment: distress signals, scoring, and owner info
Inbound call matching to the right property record

Status Mapping

8020REI Status	Definition	CRM Equivalent
Prospect	Property in Action Plans	Unqualified
Lead	Owner expressed interest	New / Working / Qualified
Appointment	Scheduled meeting	Appointment
Contract	Signed agreement	Contract
Dead	No longer interested	Unresponsive / Drip

Required Fields: Leads

PropertyStreet Address— Full property address

PropertyZip Code— ZIP/Postal Code

ContactEmail— Contact email

ContactOpt-Out Status— Communication preference

PhonePhone Number— Primary phone

PhonePhone Status— Valid, invalid, DNC

Minimum: Street Address + Zip Code

Required Fields: Deals

FinancialGross Profit— Actual profit

FinancialEst. Gross Profit— Projected profit

TransactionSell Date— Closing date

Deal fields power your ROI tracking and profitability analytics.

Next Step

Ready to Connect? Email Your CSM

Reach out to your Customer Success Manager or support. We'll schedule the setup and walk you through the whole process.

Andrea[email protected]

Lauren[email protected]

Lorena[email protected]

Victoria[email protected]

Email Support

We'll reach out within 24 hours to help you get set up.