Connect Contactually and Brokermint to eliminate double entry and most importantly save your time!
- Sync leads information, including name, phone, email, etc
- Push transactions to Brokermint back office
- Populate commission information from the back-office to QuickBooks
Integration configuration step by step
A detailed breakdown of all the steps you need to go through to activate and configure the integration.
Login to your Brokermint account and navigate to User > Add-ons page, once there please click on the Contactually icon to start the process.
Click on the Get Started button to start the process and on the next page click on Connect to establish a connection between the systems.
Enter your Contactually credentials and authorize the connection by clicking on the Sign In button.
Configure integration to start receiving data in Brokermint. There are two options available, synchronization of leads and transactions. You can activate one of them or both at the same time.
Option: Contact Synchronization
Sync schedule: automatic, every 2 hours
The integration pulls certain contacts from Contactually and creates them in Brokermint. Contacts become public in Brokermint and can be accessed by all users. You can change individual contacts and mark them as private if needed.
Option: Deal Synchronization, instant sync
Sync schedule: instant, usually takes up to a minute
The integration pulls Deals from Contactually along with contacts associated with these deals.
You can select a stage or multiple stages across each Contactually pipeline to push data to Brokermint.
Contactually integration pulls the following fields:
In the Brokermint back office imported transactions and contacts end up listed in Transactions > Incoming transactions section.
Incoming transactions are "drafts" that can be manually converted to a transaction by clicking on the Accept button. If a deal imported from Contactually is not needed it can be removed from Incoming transactions list by clicking on the Discard button.
Transactions can be automatically assigned to your Brokermint users, in order for the system to automate this step you need to click on assign to link and select the correct user that you want to be associated with this transaction. The system remembers your choice and automatically defaults transactions to correct users based on their Contactually user id.
This cross-reference table is available on the configuration page, under User > Add-ons > Contactually > Configuration. On the right-hand side, it has a Contactually user id and then on the left-hand side list of your active Brokermint users.
Once set up, the integration imports data and during import notifies corresponding users regarding new Incoming transactions. Users with limited access can see their own Incoming transactions only, administrators with access to all transactions can see all Incoming transactions and can process them on behalf of users.
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