The 8020REI integration with Salesforce (or 8020CRM) enables seamless syncing of property, lead, and deal data—helping your team eliminate manual updates, reduce errors, and streamline workflows.
This integration keeps your CRM automatically updated with key information from your 8020REI domain, including:
- Lead Scores
- Distress Levels
- Deal Stages
By automating data flow, your team can focus on closing deals—not updating spreadsheets.
?️ System Architecture Overview
The integration is built on:
- Salesforce Sales Cloud (with support for Data Cloud)
- A custom Property Object in Salesforce, used to enable syncing and performance tracking
- Support for Left Main CRM
A Lead Object is also recommended in Salesforce to distinguish between general prospects and active leads.
Key Fields Synced
- Property Address
- Market Value
- Distress Tags
- Lead/Deal Status (optional two-way sync)
Integration & Sync Options
Syncing can be customized to fit your business model and workflow.
Sync Timing
- Automatic nightly syncs (default)
- Manual syncs available on demand
Sync Direction
- One-Way Sync → Property and prospect data flows from 8020REI → Salesforce
- Two-Way Sync → Statuses and custom field updates sync between both platforms
Sync Filters
You can choose to:
- Sync all properties, or
- Only sync high-priority leads based on score, distress, or tags
? Sync Flow Overview
| From 8020REI → Salesforce/8020CRM | From Salesforce/8020CRM → 8020REI |
|---|---|
| Property data | Property updates |
| Lead & Deal details | Lead/Deal stage changes |
| Campaign insights | Marketing Step Counts |
✅ Key Benefits of the Integration
- Automated data flow from 8020REI to Salesforce
- Minimizes manual entry and delays in your pipeline
- Full visibility into property status, seller engagement, and marketing performance
- Centralized CRM dashboard for your team to view all relevant deal and lead information
- Enhanced productivity through real-time updates and reporting
Need Help Getting Started?
If you're interested in activating this integration or need help customizing your sync configuration:
- Contact your Customer Success Manager, or
- Email us at support@8020rei.com
Our team will guide you through setup and best practices to ensure your data flows smoothly between 8020REI and your CRM system.