Integrating With Your Third-Party CRM (Customer Relationship Management)
This guide will show you how to integrate your RealtyNinja website with your third-party CRM (Customer Relationship Management) system.
If your CRM offers automatic syncing with your email:
Each CRM is slightly different, but most CRM's offer automatic syncing with your email, and since all leads generated on RealtyNinja websites are sent by email then you should just be able to see all your lead emails in your CRM and perform actions on them.
If your CRM doesn't offer automatic syncing with your email:
Each CRM is slightly different, but in your CRM settings you should find your unique lead email address and follow this guide to set it in the backend of your RealtyNinja website.
Note that this functionality is only available to agents using a Katana theme (our newest theme platform). If you are using our older themes (such as Shinobi, Element, Classic, etc.) this functionality is not available and we recommend that you upgrade your website to Katana for free. By default, agents that signed up after December 2017 are all using a Katana theme. If you're not sure what theme your website is using you can always contact us at email@example.com.