Connecting 8020REI directly with your Salesforce environment unlocks powerful automation and insights. This guide explains the benefits of this two-way integration, how it works, and the essential data fields required to ensure a successful setup.



Why Connect 8020REI with Salesforce?

By integrating your systems, you ensure that your data flows seamlessly between platforms, reducing manual work and increasing data accuracy.



Benefits of the 2-Way Sync:

  • Enriched Data in Salesforce: Your CRM records are updated in real-time with 8020REI’s distress signals, scores, and property data. This helps your team prioritize the right prospects immediately.

  • Smarter Recommendations: By sending data from Salesforce to 8020REI (such as lead activities and performance), our system refines its models to provide you with better recommendations and cleaner lists—preventing you from spending marketing budget on leads you are already working.

  • Instant Context for Calls: Inbound calls can be automatically matched to existing records, ensuring your team has property details ready the moment they pick up the phone.

  • Unified Visibility: Salesforce becomes your "single source of truth," combining 8020REI property details with your own internal sales data and classifications.



Mapping Your Statuses

To ensure both systems speak the same "language," we map the property statuses used in 8020REI to the statuses you use in Salesforce. This ensures accurate tracking of where a prospect is in their selling journey.


The table below shows how 8020REI statuses typically translate to Salesforce statuses:


8020REI Status
Definition
Common Salesforce Equivalents
Prospect
A property included in Action Plans.
Unqualified
Lead
An owner showing interest in selling.
New / Working / Qualified
Appointment
A scheduled meeting to discuss a sale.
Appointment / Custom Follow Up
Contract
A formal agreement to proceed with the sale.
Contract
Dead
A lead that is no longer active/interested.
Unresponsive / Drip

Required Data Fields

For the integration to function correctly, specific fields must exist within your Salesforce Lead, Opportunity, and Deal objects. 8020REI uses these fields to match, classify, and display records accurately.


1. Leads & Opportunities

The following fields should be present and populated in both your Lead and Opportunity objects:

  • Property Information:

    • Street Address (Required for matching)

    • Zip Code (Required for matching)

  • Contact Information:

    • Email: The contact's email address.

    • Opt-Out Status: Tracks if a contact has unsubscribed from communications.

  • Phone Information:

    • Phone Number: The primary contact number.

    • Phone Status: The validity of the number (e.g., Valid, Invalid, DNC).

    • Phone Type: (e.g., Mobile, Work, Home).

Note: At a minimum, Street Address and Zip Code are required to successfully match a property. However, we strongly recommend including all fields listed above for the most accurate sync.


2. Deals

To unlock financial and performance analytics within 8020REI, your Deal object requires these three additional fields:

  • Gross Profit: The actual profit earned from the deal.

  • Estimated Gross Profit: The projected profit for the deal.

  • Sell Date: The date the deal was closed or sold.


Need Assistance?

If you need additional help or have any questions, please contact our Support Team at support@8020.cm or reach out directly to your Customer Success Manager (CSM).