Overview
Integrating Salesforce with 8020REI enables a seamless 2-way data flow designed to improve prioritization, automate workflows, and strengthen your team’s visibility into opportunities and property intelligence.
This guide explains:
Why connecting Salesforce with 8020REI is valuable
How to map your Salesforce statuses to 8020REI statuses
What fields are required to ensure accurate syncing
1. Why connect 8020REI with Salesforce through a 2-way integration?
A direct real-time integration ensures your CRM and 8020REI operate with synchronized, enriched, and always-updated data.
From CRM → 8020REI
Your Salesforce instance sends essential data to 8020REI (leads, activities, performance). This enables:
Improved scoring, recommendations, and targeting
Cleaner lists by suppressing leads you’re already working on
Better performance analytics and market trend insights
From 8020REI → CRM
Your Salesforce data is enriched and updated in real time. This includes:
Alerts when a property sells to a competitor
New distress events detected on properties
Additional data points, distress signals, and scores
Caller ID matching for inbound prospect calls, showing complete property details in Salesforce
Additional Benefits
Automation: Property and lead data flows into Salesforce automatically—no manual imports.
Prioritization: 30/60/90 Action Plan classifications sync to Salesforce to help your team focus on the right sellers.
Unified visibility: Salesforce becomes your central hub for property intelligence + your sales activity.
Enhanced reporting: Build dashboards that include 8020REI insights for stronger decision-making.
Efficiency & accuracy: Reduce manual work, eliminate errors, and ensure data stays consistently up-to-date.
➡ In short: 8020REI + Salesforce = better insights, fewer manual tasks, and faster deal flow.
2. Map Salesforce Statuses
8020REI uses statuses to track where a property is in the seller journey.
To ensure both systems remain aligned, map your Salesforce statuses to 8020REI’s framework.
Example Mapping
| 8020REI Status | Definition | Possible Salesforce Status Equivalents |
|---|---|---|
| Prospect | Property included in your Action Plans | Unqualified |
| Lead | Owner has expressed interest in selling | New / Working / Qualified |
| Appointment | Scheduled meeting to discuss the sale | Appointment / Custom Follow Up |
| Contract | Signed agreement to proceed with the sale | Contract |
| Dead | Opportunity is inactive or no longer interested | Unresponsive / Drip |
Your Salesforce setup may include custom statuses—these should be aligned accordingly.
3. Required Fields for Salesforce Integration
To ensure accurate record matching, classification, and enrichment, specific fields must exist and be populated in Salesforce.
Required Fields: Leads & Opportunities
These fields must be present in both Lead and Opportunity objects:
| Category | Field | Description |
|---|---|---|
| Property | Street Address | Full address of the property |
| Property | Zip Code | ZIP/Postal Code |
| Contact | Primary email address | |
| Contact | Opt-Out Status | Whether contact has opted out of communication |
| Phone | Phone Number | Primary phone number |
| Phone | Phone Status | Valid, invalid, DNC, etc. |
| Phone | Phone Type | Mobile, home, work, etc. |
⚠ Minimum required for matching:
Street Address + Zip Code
(For best performance and accurate syncing, all fields are strongly recommended.)
4. Required Fields: Deals
Deals require three additional fields to support financial and performance insights in 8020REI:
| Category | Field | Description |
|---|---|---|
| Financial | Gross Profit | Actual gross profit from the deal |
| Financial | Estimated Gross Profit | Projected profit |
| Transaction | Sell Date | Closing/sale date of the deal |
These fields feed directly into 8020REI’s financial dashboards and analytics.
Conclusion
A fully configured Salesforce 8020REI integration ensures your team benefits from real-time updates, enriched property intelligence, and streamlined workflows.
Once statuses and required fields are aligned, your CRM becomes a powerful engine for smarter acquisitions.
Need Help?
If you need more information or assistance setting up your integration, please contact:
Your Customer Success Manager (CSM)
8020REI Support: support@8020rei.com
We’re here to ensure your Salesforce + 8020REI integration is fully optimized for your team.