8020REI connects directly to your CRM for bi-directional data sync, custom field mapping, real-time webhook notifications, and automated lead routing. Deal data, contact dispositions, and DNC updates flow back through the Feedback Loop to calibrate your BuyBox. Your lists come formatted for direct mail, cold calling, and SMS, compatible with all major CRMs and marketing platforms.
Supported CRM Integrations
| Salesforce / 8020CRM — Full bi-directional integration with two-way sync. 8020CRM is built on Salesforce with automation pre-configured for investor workflows — deal tracking, pipeline management, and Feedback Loop sync in one system. Supports Salesforce Sales Cloud with Data Cloud, custom Property and Lead objects, and Left Main CRM compatibility. |
| Podio — Workspace integration for lead and deal tracking. Connects directly to your Podio apps with 2-way sync. Property data, 30/60/90 Action Plan classifications, and enrichment data flow automatically between platforms. |
| Left Main REI — Direct connection for wholesale deal management. Syncs leads, dispositions, and closed deals with full property intelligence enrichment. |
| REsimpli — Investor CRM integration for leads and dispositions. Built for the wholesaling and fix-and-flip workflow with automated data sync. |
How Two-Way Sync Works
The integration creates a real-time bridge between your CRM and 8020REI. Data flows in both directions automatically.
From Your CRM to 8020REI
Your CRM sends leads, activities, and performance data to 8020REI. This enables:
- Improved scoring, recommendations, and targeting from BuyBox IQ
- Cleaner lists by suppressing leads you are already working on
- More accurate performance analytics and market trend insights
From 8020REI to Your CRM
Your CRM is enriched and updated in real time with:
- Property data, lead scores, and distress tags
- Alerts when a property sells to a competitor
- New distress events detected on properties
- Inbound call matching — caller data appears instantly if a property exists in your database
- 30/60/90-day Action Plan classifications to help your team prioritize outreach
Sync Flow Overview
| From 8020REI to Your CRM | From Your CRM to 8020REI |
|---|---|
| Property data & distress signals | Property updates & status changes |
| Lead & deal details with scores | Lead/deal stage changes |
| Campaign insights & enrichment | Marketing step counts & performance |
| Competitive sale alerts | Closed deal results (Feedback Loop) |
Sync Options
- Automatic nightly syncs (default) or manual syncs on demand
- One-way sync — data flows from 8020REI to your CRM only
- Two-way sync — statuses and custom field updates flow between both platforms
- Sync filters — sync all properties, or only high-priority leads based on score, distress, or tags
Status Mapping
To ensure both systems track the seller journey consistently, map your CRM statuses to the 8020REI framework. Custom statuses can be adjusted to fit your workflow.
| 8020REI Status | Definition | Typical CRM Equivalents |
|---|---|---|
| Prospect | Property included in your 30/60/90-day Action Plans | Unqualified |
| Lead | Property owner who has expressed interest in selling | New / Working / Qualified |
| Appointment | Scheduled meeting to discuss a potential sale | Appointment / Custom Follow Up |
| Contract | A signed agreement to proceed with the sale | Contract |
| Dead | Opportunity is inactive or owner is no longer interested | Unresponsive / Drip |
Required Fields for Integration
For the integration to match records, enrich leads, and maintain data accuracy, certain fields must exist and be populated in your CRM. These apply to Salesforce, Podio, and other supported platforms.
Leads & Opportunities
| Category | Field | Description |
|---|---|---|
| Property | Street Address * | Full property address (required for matching) |
| Property | Zip Code * | ZIP/Postal code (required for matching) |
| Contact | Contact 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. |
* Street Address + Zip Code are the minimum required for property matching. All other fields are strongly recommended for best sync performance.
Deals
Three additional fields are required for financial analysis and performance tracking:
| Category | Field | Description |
|---|---|---|
| Financial | Gross Profit | Actual gross profit from the deal |
| Financial | Estimated Gross Profit | Projected profit before closing |
| Transaction | Sell Date | Date the deal was closed or sold |
Marketing Platform Partners
Beyond CRM, your 8020REI data works directly with:
| DM Force — Direct mail fulfillment with built-in tracking. Lists export pre-formatted for DM Force campaigns. Track delivery and response rates back to your scored lists. |
| Cold calling dialers — Lists include skip-traced phone numbers ($0.08/hit vs. $0.15+ elsewhere). Ready to upload to any dialer platform. |
| SMS platforms — Lists formatted for compliant SMS campaigns with verified phone data. |
Across all channels, 8020REI clients send 20+ million messages per month using the platform's data. 1.5 billion messages have been analyzed to date, which is how the pattern-learning engine behind your BuyBox and Likely Deal scores keeps improving.
API Tokens & Auto-Exports
For advanced integration workflows, 8020REI provides two additional tools:
API Tokens
API tokens act as a secure key allowing 8020REI to connect directly to your CRM or custom tools. You control the name, description, and expiration date of every token.
How to create a token:
- Navigate to Integrations in your main menu
- Select API Tokens
- Click Create Token and provide a name and expiration date
- Copy your token immediately — for security, this is the only time the full code is displayed
Security note: Never share API tokens in public forums or with unauthorized personnel. Click View API Token Documentation on the token page for technical setup instructions your developer or IT team will need.
Auto-Export
Auto-Export schedules automatic email deliveries of your property lists. Instead of logging in to download a CSV, 8020REI sends your data directly to your inbox on a recurring schedule.
How to set up Auto-Export:
- Go to your Properties or Views page
- Click Actions and select Auto-Export
- Configure: select a view, set frequency, add recipient emails, and choose “All properties” or “Only new since last export”
- Save your configuration
Manage active exports via the Configurations tab (review schedules, download latest files) and the Logs tab (full historical record of every export sent).
Don't Use a CRM? No Problem.
Google Sheets works just as well. Your CSM provides a template during onboarding. You fill it in monthly and upload through the Feedback Loop portal at feedback.8020rei.com. Same data, same BuyBox calibration benefit — just a manual process instead of an automated one. About 30 minutes of work per month gets you 100% of the Feedback Loop value.
What Gets Synced
Regardless of which CRM or method you use, the Feedback Loop captures:
| Closed deals — What you bought, at what price, in which county. This is the core signal that calibrates your BuyBox targeting. |
| Bad contacts — Wrong numbers, deceased owners, vacant properties with no valid contact. Removing these improves data quality and stops wasted skip trace spend. |
| Opt-outs & DNC updates — Contacts who have asked not to be contacted. These are scrubbed from future lists to keep you compliant. |
How It Improves Your Scores
Every Feedback Loop submission refines three scores on your future lists:
| BuyBox Score (0–100) — Gets more accurate as the system learns what you actually buy vs. what you skip. |
| Likely Deal Score (0–100) — Gets sharper at predicting seller motivation as more outcome data feeds the model. |
| Final Score (0–1,000) — The combined ranking. Higher = better fit AND higher motivation. More feedback data = better ranking accuracy. |
Setup & Access
| When — Your CSM configures the integration during onboarding (Milestone: Domain Setup). If you were not set up initially, request it anytime. |
| Where — Submit data through feedback.8020rei.com. Bookmark it. |
| Frequency — Monthly submissions by the 5th deliver the best results. Your BuyBox recalibrates based on the latest data. |
Important: Even partial data is valuable. If you only have closed deals this month and no bad contacts, submit what you have. A partial submission is infinitely better than no submission.
Frequently Asked Questions
Can I use multiple CRMs?
Yes, but consolidate into one submission method. If you run deals through both Podio and REsimpli, pick one as your primary Feedback Loop source or consolidate into a Google Sheet. Duplicate submissions create data conflicts.
Is my data secure?
All integrations use encrypted connections. Your deal data and contact information are isolated to your account — no other client can see your submissions, and your data is never shared or resold.
What if I switch CRMs mid-subscription?
Let your CSM know. They will help you transition the integration. Historical data from your previous CRM is retained — switching does not reset your BuyBox calibration.
My CRM is not listed. Can you build an integration?
Potentially. Mention it to your CSM so we can evaluate demand. In the meantime, Google Sheets gets you 100% of the Feedback Loop benefit with about 30 minutes of work per month.
How do I get started?
Contact your Customer Success Manager or email support@8020rei.com. Your CSM will guide you through setup and best practices for your specific CRM.
