This video walks you through how to connect a CRM directly to your Luxury Presence account using a native integration. You'll learn which CRMs are supported, what to expect from the connection, and how to complete the setup inside your dashboard settings.
What's Covered
- What a native integration is — An explanation of how direct CRM integrations use an API key or unique identifier to automatically sync lead data between your CRM and Luxury Presence, eliminating manual data entry.
- Supported CRMs — A look at which CRMs are currently available for direct integration, including Follow Up Boss, Moxie Works, Christie's, Compass, SendGrid, WeChat, and Lofty.
- Limitations to know before getting started — Key callouts around supported CRMs only, limited tagging and filtering options, and the possibility that not all data fields will transfer between systems.
- Navigating to Integrations — How to access the Integrations section via Settings in the bottom left corner of the Presence platform.
- Setting up a new integration — How to click Add New, select your CRM provider from the dropdown, name your integration, enter your credentials, and save.
- How syncing works after setup — What to expect once the integration is live, including automatic lead syncing and a note that updates may not appear instantaneously depending on CRM limitations.