@forgeroute/ui 0.4.26 → 0.4.27
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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@@ -40404,6 +40404,1269 @@ i0.ɵɵngDeclareClassMetadata({
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40404
40404
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}]
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40405
40405
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}
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40406
40406
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});
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40407
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-
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40407
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+
const IDX_PROVIDERS = [
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40408
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{
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40409
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key: "ihomefinder",
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40410
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name: "iHomefinder",
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40411
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description: "Popular IDX provider with advanced search widgets, map search, and lead capture forms. Embed on any site.",
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40412
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iconBg: "#eff6ff",
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40413
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iconColor: "#2563eb",
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40414
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initial: "i",
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40415
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fieldFormats: "Sends: firstName, lastName, email, phone, type, listingAddress",
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40416
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webhookNote: "iHomefinder routes leads via their Advanced Routing feature. Use the URL above as your routing destination.",
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40417
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setupSteps: [
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40418
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{
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40419
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step: 1,
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40420
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text: "Log in to your iHomefinder Control Panel at ihomefinder.com"
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40421
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},
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40422
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{
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40423
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step: 2,
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40424
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text: "Go to Setup → Advanced Routing"
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40425
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},
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40426
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{
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step: 3,
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text: "In the \"Other\" routing address field, paste your Lead Webhook URL above"
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40429
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},
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40430
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{
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step: 4,
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40432
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text: "Click Save — new lead registrations will now be sent to the CRM automatically"
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40433
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}
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40434
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],
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supportUrl: "https://kb.ihomefinder.com/s/article/Lead-Capture-Alert-Email-Settings"
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40436
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},
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40437
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{
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key: "idx-broker",
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40439
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name: "IDX Broker",
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40440
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description: "Full-featured IDX with MLS-synced property search, saved searches, and automated lead alerts.",
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40441
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iconBg: "#f0fdf4",
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40442
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iconColor: "#16a34a",
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40443
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initial: "B",
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40444
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fieldFormats: "Sends: first_name, last_name, email, phone, lead_type, address_search",
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40445
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webhookNote: "IDX Broker delivers lead data via a JavaScript sub-header tag installed on your IDX pages.",
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40446
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setupSteps: [
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40447
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{
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step: 1,
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text: "Log in to your IDX Broker account at admin.idxbroker.com"
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40450
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},
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40451
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{
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40452
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step: 2,
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40453
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text: "Go to Account → Lead Routing (or contact IDX Broker support and ask to enable Lead Postback to a custom URL)"
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},
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40455
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{
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step: 3,
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text: "Copy your Lead Webhook URL above and paste it into the Lead Postback URL field"
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},
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{
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step: 4,
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text: "Save — new lead registrations will be POSTed to your webhook URL automatically"
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}
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40463
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],
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supportUrl: "https://support.idxbroker.com"
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40465
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},
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{
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40467
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key: "showcase-idx",
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40468
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name: "Showcase IDX",
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40469
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description: "Clean, mobile-optimized property search widgets with lead capture and email alerts built in.",
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iconBg: "#fff7ed",
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40471
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iconColor: "#ea580c",
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40472
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initial: "S",
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40473
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fieldFormats: "Sends: name, email, phone, message, property_address",
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webhookNote: "Showcase IDX has native webhook support — paste the URL directly into your Lead Routing settings.",
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setupSteps: [
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{
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step: 1,
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text: "Log in to your Showcase IDX account"
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},
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{
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step: 2,
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text: "Go to Settings → Lead Routing"
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},
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40484
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{
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step: 3,
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text: "Find the \"Web Hook\" input field and paste your Lead Webhook URL above"
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40487
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},
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{
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step: 4,
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text: "Name the integration (e.g. \"Real Estate CRM\"), select Account Level"
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},
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{
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step: 5,
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text: "Click Save — Showcase IDX will send a test ping to confirm it's working"
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}
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],
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supportUrl: "https://support.showcaseidx.com/hc/en-us/articles/360000217366-Lead-Routing-Settings"
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}
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];
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const REAL_ESTATE_AND_SHARED_INTEGRATIONS = [
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{
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key: "gmail",
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name: "Gmail",
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40504
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description: "Connect your Gmail account to send and receive emails directly from the CRM.",
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apps: ["real-estate"],
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status: "live",
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40507
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group: "Email",
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40508
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iconBg: "#fef2f2",
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iconColor: "#ea4335",
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connectLabel: "Sign in with Google",
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connectDesc: "Authorize the CRM to read and send email on behalf of your Gmail account. We use Google OAuth 2.0 — your password is never stored.",
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setupSteps: [
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{
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title: "Click \"Sign in with Google\"",
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40515
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desc: "You'll be redirected to Google's authorization page. Sign in with the Gmail account you want to link to the CRM."
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40516
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},
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40517
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{
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title: "Approve permissions",
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desc: "Google will ask you to grant \"Read email\" and \"Send email on your behalf\" permissions. No other Google data is accessed."
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},
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40521
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{
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title: "You're connected",
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40523
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desc: "You'll be returned to the CRM automatically. Your inbox history (last 90 days) begins syncing within seconds."
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}
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],
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howItWorks: [
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{
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title: "Inbox sync",
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desc: "Emails between you and your contacts are pulled into the CRM continuously. New messages appear within minutes of receipt in Gmail."
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40530
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},
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40531
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{
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40532
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title: "Unified contact timeline",
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40533
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desc: "Every email thread is pinned to the contact's timeline alongside calls, texts, tasks, and notes — your full communication history in one view."
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},
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40535
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{
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title: "Send & reply from the CRM",
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desc: "Compose and reply to emails from any contact record. Messages are sent from your real Gmail address and appear in your Gmail Sent folder."
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},
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{
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title: "Two-way sync",
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desc: "Emails you send from Gmail directly (outside the CRM) also sync back so nothing falls through the cracks."
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}
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]
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},
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{
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key: "outlook",
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name: "Outlook",
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40548
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description: "Connect your Outlook or Microsoft 365 email account.",
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apps: ["real-estate"],
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status: "live",
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40551
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group: "Email",
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40552
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iconBg: "#eff6ff",
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40553
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iconColor: "#0078d4",
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40554
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connectLabel: "Sign in with Microsoft",
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40555
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connectDesc: "Authorize the CRM to read and send email on behalf of your Outlook or Microsoft 365 account. We use Microsoft OAuth 2.0 — your password is never stored.",
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40556
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setupSteps: [
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40557
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{
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40558
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title: "Click \"Sign in with Microsoft\"",
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40559
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desc: "You'll be redirected to Microsoft's authorization page. Sign in with the account tied to your Outlook or Microsoft 365 mailbox."
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},
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40561
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{
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40562
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title: "Approve permissions",
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40563
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desc: "Microsoft will ask you to grant \"Read email\" and \"Send email on your behalf\" permissions. No other Microsoft data is accessed."
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40564
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},
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40565
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{
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40566
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title: "You're connected",
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desc: "You'll be returned to the CRM automatically. Your inbox history begins syncing within seconds."
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40568
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}
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],
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40570
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howItWorks: [
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40571
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{
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40572
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title: "Inbox sync",
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40573
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desc: "Emails between you and your contacts sync to the CRM continuously. New messages arrive within minutes of receipt in Outlook."
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40574
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},
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40575
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{
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40576
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title: "Unified contact timeline",
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40577
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desc: "Every email thread is pinned to the contact's timeline alongside calls, texts, tasks, and notes."
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40578
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},
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40579
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{
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title: "Send & reply from the CRM",
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40581
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desc: "Compose and reply to emails from any contact record. Messages are sent from your real Outlook address and appear in your Sent Items."
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40582
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},
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40583
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{
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40584
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title: "Two-way sync",
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40585
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desc: "Emails you send directly from Outlook (outside the CRM) also sync back automatically."
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}
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]
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40588
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},
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40589
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{
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key: "twilio",
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40591
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name: "Twilio",
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40592
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description: "Enable two-way text messaging with clients. Send individual messages, bulk broadcasts, and automated notifications — all from a local phone number provisioned for your business.",
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40593
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apps: "all",
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40594
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status: "live",
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40595
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group: "Text Messaging",
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40596
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iconBg: "#fef2f2",
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40597
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iconColor: "#dc2626",
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40598
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connectLabel: "Connect in Comm Settings →",
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connectDesc: "Twilio is configured through Comm Settings. You'll need your Twilio Account SID and Auth Token from the Twilio Console.",
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40600
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setupSteps: [
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40601
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{
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40602
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title: "Get your Twilio credentials",
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40603
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desc: "Log into console.twilio.com. On the dashboard you'll find your Account SID and Auth Token. Copy both values."
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40604
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},
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40605
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{
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40606
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title: "Enter credentials in Comm Settings",
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40607
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desc: "In the CRM, go to Settings → Comm Settings and paste your Account SID and Auth Token into the Twilio section. Click Save."
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40608
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},
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40609
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{
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40610
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title: "A local number is provisioned",
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40611
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desc: "The CRM automatically provisions a local phone number matching your area code. This number is dedicated to your CRM account."
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40612
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},
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40613
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{
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40614
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title: "Send a test message",
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40615
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desc: "Open any contact record and send a test text. Reply from your mobile phone to confirm two-way messaging is working correctly."
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40616
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}
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40617
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],
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40618
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howItWorks: [
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40619
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{
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40620
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title: "Dedicated local number",
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40621
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desc: "Your clients see calls and texts from a real local number — not a shortcode. All replies come back directly into the CRM inbox."
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40622
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},
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40623
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{
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40624
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title: "Two-way text messaging",
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40625
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desc: "Send and receive individual SMS from any contact record or the shared CRM inbox. Full conversation threads are stored automatically."
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40626
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},
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40627
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{
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40628
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title: "Broadcasts & scheduled messages",
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40629
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desc: "Send bulk text broadcasts to filtered contact lists. Schedule messages in advance or trigger them immediately from the CRM."
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40630
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},
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40631
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{
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40632
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title: "Automated notifications",
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40633
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desc: "Birthday greetings, showing confirmations, new-lead follow-ups, and drip sequences fire automatically based on triggers you configure in Automations."
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40634
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}
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40635
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],
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40636
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pricingNote: "This enables the <strong>Text Messaging Suite</strong> at <strong>$10/month</strong> for unlimited messages. You can disconnect at any time."
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40637
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},
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40638
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{
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40639
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key: "google-calendar",
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40640
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name: "Google Calendar",
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40641
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description: "Sync showings, closings, and tasks with your Google Calendar.",
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40642
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apps: "all",
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40643
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status: "live",
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40644
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group: "Calendar",
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40645
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iconBg: "#ecfdf5",
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40646
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iconColor: "#059669",
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40647
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connectLabel: "Connect Google Calendar",
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40648
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connectDesc: "Sign in with your Google account to authorize calendar read/write access. Your contacts and email are not accessed.",
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40649
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setupSteps: [
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40650
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{
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40651
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title: "Click \"Connect Google Calendar\"",
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40652
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desc: "You'll be redirected to Google's authorization page. Sign in with the account that owns the calendar you want to sync."
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40653
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},
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40654
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{
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40655
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title: "Approve calendar permissions",
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40656
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desc: "Google will request read and write access to your calendar. Click \"Allow\" to complete the authorization."
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40657
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},
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40658
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{
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40659
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title: "You're connected",
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40660
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desc: "You'll be returned to the CRM. Existing CRM events begin syncing to your Google Calendar immediately."
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40661
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}
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40662
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],
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40663
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howItWorks: [
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40664
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{
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40665
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title: "CRM events → Google Calendar",
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40666
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desc: "Showings, closings, open houses, tasks, and scheduled calls created in the CRM automatically appear as Google Calendar events."
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40667
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},
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40668
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{
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40669
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title: "Google Calendar → CRM",
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40670
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desc: "Events you add directly in Google Calendar sync back to the CRM Calendar view, so your full schedule is always visible in one place."
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40671
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},
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40672
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{
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40673
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title: "Scheduling link availability",
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40674
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desc: "Your CRM scheduling link pages check your Google Calendar in real time to show only genuinely open time slots — preventing double-bookings automatically."
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40675
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},
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40676
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{
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40677
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title: "Instant updates in both directions",
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40678
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desc: "Reschedules and cancellations made in either the CRM or Google Calendar sync to the other side within minutes."
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40679
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}
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40680
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]
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40681
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},
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40682
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{
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40683
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key: "outlook-calendar",
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40684
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name: "Outlook Calendar",
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40685
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description: "Sync showings, closings, and tasks with your Outlook Calendar.",
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40686
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apps: "all",
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40687
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status: "live",
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40688
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group: "Calendar",
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40689
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iconBg: "#eff6ff",
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40690
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iconColor: "#0078d4",
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40691
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connectLabel: "Connect Outlook Calendar",
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40692
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connectDesc: "Sign in with your Microsoft account to authorize calendar read/write access. Your email and contacts are not accessed.",
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40693
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setupSteps: [
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40694
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{
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40695
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title: "Click \"Connect Outlook Calendar\"",
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40696
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desc: "You'll be redirected to Microsoft's authorization page. Sign in with the account that owns the calendar you want to sync."
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40697
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},
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40698
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{
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40699
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title: "Approve calendar permissions",
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40700
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desc: "Microsoft will request read and write access to your Outlook Calendar. Click \"Accept\" to complete the authorization."
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40701
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},
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40702
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{
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40703
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title: "You're connected",
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40704
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desc: "You'll be returned to the CRM. Existing CRM events begin syncing to your Outlook Calendar immediately."
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40705
|
+
}
|
|
40706
|
+
],
|
|
40707
|
+
howItWorks: [
|
|
40708
|
+
{
|
|
40709
|
+
title: "CRM events → Outlook Calendar",
|
|
40710
|
+
desc: "Showings, closings, open houses, tasks, and scheduled calls created in the CRM automatically appear as Outlook Calendar events."
|
|
40711
|
+
},
|
|
40712
|
+
{
|
|
40713
|
+
title: "Outlook Calendar → CRM",
|
|
40714
|
+
desc: "Events you add directly in Outlook sync back to the CRM Calendar view, keeping your full schedule visible in one place."
|
|
40715
|
+
},
|
|
40716
|
+
{
|
|
40717
|
+
title: "Scheduling link availability",
|
|
40718
|
+
desc: "Your CRM scheduling link pages check your Outlook Calendar in real time to show only open time slots, preventing double-bookings."
|
|
40719
|
+
},
|
|
40720
|
+
{
|
|
40721
|
+
title: "Instant updates in both directions",
|
|
40722
|
+
desc: "Reschedules and cancellations in either the CRM or Outlook Calendar sync to the other side within minutes."
|
|
40723
|
+
}
|
|
40724
|
+
]
|
|
40725
|
+
},
|
|
40726
|
+
{
|
|
40727
|
+
key: "calendly",
|
|
40728
|
+
name: "Calendly",
|
|
40729
|
+
description: "Let clients self-schedule showings, consultations, and meetings.",
|
|
40730
|
+
apps: ["real-estate"],
|
|
40731
|
+
status: "coming-soon",
|
|
40732
|
+
iconBg: "#eff6ff",
|
|
40733
|
+
iconColor: "#006bff",
|
|
40734
|
+
connectLabel: "Connect Calendly",
|
|
40735
|
+
connectDesc: "Link your Calendly account to enable client self-scheduling.",
|
|
40736
|
+
howItWorks: [
|
|
40737
|
+
{
|
|
40738
|
+
title: "Connect",
|
|
40739
|
+
desc: "Sign in with your Calendly account to link your scheduling page."
|
|
40740
|
+
},
|
|
40741
|
+
{
|
|
40742
|
+
title: "Share Your Link",
|
|
40743
|
+
desc: "Send your Calendly link to clients so they can book showings and consultations."
|
|
40744
|
+
},
|
|
40745
|
+
{
|
|
40746
|
+
title: "Auto-Sync",
|
|
40747
|
+
desc: "Booked appointments automatically appear in your CRM calendar and tasks."
|
|
40748
|
+
}
|
|
40749
|
+
]
|
|
40750
|
+
},
|
|
40751
|
+
{
|
|
40752
|
+
key: "mls",
|
|
40753
|
+
name: "MLS (Bridge Interactive)",
|
|
40754
|
+
description: "Connect to your local MLS for sold comps, property valuations, and buyer match data — powered by Bridge Interactive.",
|
|
40755
|
+
apps: ["real-estate"],
|
|
40756
|
+
status: "live",
|
|
40757
|
+
group: "Real Estate Data",
|
|
40758
|
+
iconBg: "#eff6ff",
|
|
40759
|
+
iconColor: "#2563eb",
|
|
40760
|
+
connectLabel: "Connect MLS",
|
|
40761
|
+
connectDesc: "Enter your Bridge Interactive server token and dataset to connect your MLS. Covers 500+ MLS boards across the US.",
|
|
40762
|
+
setupSteps: [
|
|
40763
|
+
{
|
|
40764
|
+
title: "Register at bridgedataoutput.com",
|
|
40765
|
+
desc: "Create a free developer account at bridgedataoutput.com and create an application in the dashboard."
|
|
40766
|
+
},
|
|
40767
|
+
{
|
|
40768
|
+
title: "Request dataset access for your MLS",
|
|
40769
|
+
desc: "In the Data Access section, request access to your MLS board's dataset. Your MLS must approve this request — approval is typically same-day for licensed agents."
|
|
40770
|
+
},
|
|
40771
|
+
{
|
|
40772
|
+
title: "Copy your server token and dataset ID",
|
|
40773
|
+
desc: "Once approved, your Bridge dashboard shows a server token and a dataset identifier (e.g. \"nsmls\" for NorthStar MLS). Copy both."
|
|
40774
|
+
},
|
|
40775
|
+
{
|
|
40776
|
+
title: "Paste them here",
|
|
40777
|
+
desc: "Enter your server token and dataset ID below and click Connect. Sold comps begin syncing immediately and refresh every 6 hours."
|
|
40778
|
+
}
|
|
40779
|
+
],
|
|
40780
|
+
howItWorks: [
|
|
40781
|
+
{
|
|
40782
|
+
title: "Sold comps in Home Valuation",
|
|
40783
|
+
desc: "Every AVM lookup now blends RealtyMole data with your real MLS sold comps for the same zip code — giving you more accurate, locally-sourced comparables."
|
|
40784
|
+
},
|
|
40785
|
+
{
|
|
40786
|
+
title: "Farming stats",
|
|
40787
|
+
desc: "Median price, average DOM, and price-per-sqft in your farm areas are computed from real MLS sold data rather than manually entered numbers."
|
|
40788
|
+
},
|
|
40789
|
+
{
|
|
40790
|
+
title: "Buyer match alerts",
|
|
40791
|
+
desc: "New sold and active listings from your MLS are matched against each buyer's saved search criteria. Matches queue a property alert email or text automatically."
|
|
40792
|
+
},
|
|
40793
|
+
{
|
|
40794
|
+
title: "Automatic refresh",
|
|
40795
|
+
desc: "The CRM re-syncs your MLS data every 6 hours so comps and stats are always current without any manual action."
|
|
40796
|
+
}
|
|
40797
|
+
]
|
|
40798
|
+
},
|
|
40799
|
+
{
|
|
40800
|
+
key: "zillow",
|
|
40801
|
+
name: "Zillow",
|
|
40802
|
+
description: "Import leads from Zillow Premier Agent directly into your pipeline.",
|
|
40803
|
+
apps: ["real-estate"],
|
|
40804
|
+
status: "live",
|
|
40805
|
+
group: "Real Estate Data",
|
|
40806
|
+
iconBg: "#eff6ff",
|
|
40807
|
+
iconColor: "#006aff",
|
|
40808
|
+
connectLabel: "Connect Zillow",
|
|
40809
|
+
connectDesc: "Zillow uses a webhook to push leads to the CRM in real time. Copy your unique webhook URL below and paste it into your Zillow Premier Agent settings.",
|
|
40810
|
+
setupSteps: [
|
|
40811
|
+
{
|
|
40812
|
+
title: "Copy your webhook URL",
|
|
40813
|
+
desc: "Click \"Connect Zillow\" to reveal your unique webhook URL. Copy it using the button provided."
|
|
40814
|
+
},
|
|
40815
|
+
{
|
|
40816
|
+
title: "Log into Zillow Premier Agent",
|
|
40817
|
+
desc: "Go to premieragent.zillow.com → My Profile → Lead Settings → CRM Integrations (or Lead Routing)."
|
|
40818
|
+
},
|
|
40819
|
+
{
|
|
40820
|
+
title: "Paste your webhook URL",
|
|
40821
|
+
desc: "In the \"CRM / Lead Notification URL\" field, paste your copied webhook URL. Set the format to JSON if prompted. Save your changes."
|
|
40822
|
+
},
|
|
40823
|
+
{
|
|
40824
|
+
title: "Verify with a test lead",
|
|
40825
|
+
desc: "Zillow may send a test ping when you save. New leads that register on any of your Zillow listings will begin flowing into the CRM immediately."
|
|
40826
|
+
}
|
|
40827
|
+
],
|
|
40828
|
+
howItWorks: [
|
|
40829
|
+
{
|
|
40830
|
+
title: "Instant lead import",
|
|
40831
|
+
desc: "When a buyer registers on your Zillow listing or Premier Agent profile, they are created in the CRM as a contact within seconds — including their name, email, phone, and property of interest."
|
|
40832
|
+
},
|
|
40833
|
+
{
|
|
40834
|
+
title: "Pipeline entry",
|
|
40835
|
+
desc: "Every new Zillow lead is automatically added to your pipeline's first stage (New Lead) with an opportunity titled \"Zillow Lead — [Name]\" so no lead is ever missed."
|
|
40836
|
+
},
|
|
40837
|
+
{
|
|
40838
|
+
title: "Lead routing",
|
|
40839
|
+
desc: "If you have lead routing rules configured, Zillow leads are automatically assigned to the correct team member based on your routing criteria."
|
|
40840
|
+
},
|
|
40841
|
+
{
|
|
40842
|
+
title: "Automation triggers",
|
|
40843
|
+
desc: "New Zillow leads instantly fire your \"new-lead\" automation triggers, so follow-up texts and emails begin immediately without any manual intervention."
|
|
40844
|
+
}
|
|
40845
|
+
]
|
|
40846
|
+
},
|
|
40847
|
+
{
|
|
40848
|
+
key: "quickbooks",
|
|
40849
|
+
name: "QuickBooks",
|
|
40850
|
+
description: "Sync commissions and expenses for tax-ready bookkeeping.",
|
|
40851
|
+
apps: "all",
|
|
40852
|
+
status: "live",
|
|
40853
|
+
group: "Financials",
|
|
40854
|
+
iconBg: "#ecfdf5",
|
|
40855
|
+
iconColor: "#2ca01c",
|
|
40856
|
+
connectLabel: "Connect with Intuit",
|
|
40857
|
+
connectDesc: "Authorize the CRM to sync financial data with your QuickBooks Online company. We use Intuit OAuth 2.0 — no passwords are stored.",
|
|
40858
|
+
setupSteps: [
|
|
40859
|
+
{
|
|
40860
|
+
title: "Click \"Connect with Intuit\"",
|
|
40861
|
+
desc: "You'll be redirected to Intuit's sign-in page. Sign in with the Intuit account that has access to your QuickBooks Online company."
|
|
40862
|
+
},
|
|
40863
|
+
{
|
|
40864
|
+
title: "Select your QuickBooks company",
|
|
40865
|
+
desc: "If you have multiple companies, select the one you want to connect to the CRM. Click \"Connect\" to authorize access."
|
|
40866
|
+
},
|
|
40867
|
+
{
|
|
40868
|
+
title: "Configure sync settings",
|
|
40869
|
+
desc: "Back in the CRM, use the Sync Settings card to toggle on Commissions and/or Expenses, then map your Income and Expense accounts to the correct chart-of-accounts entries in QuickBooks."
|
|
40870
|
+
},
|
|
40871
|
+
{
|
|
40872
|
+
title: "Run your first sync",
|
|
40873
|
+
desc: "Click \"Sync Now\" to push your existing CRM records to QuickBooks immediately. From then on, data syncs automatically every day."
|
|
40874
|
+
}
|
|
40875
|
+
],
|
|
40876
|
+
howItWorks: [
|
|
40877
|
+
{
|
|
40878
|
+
title: "Commissions → Sales Receipts",
|
|
40879
|
+
desc: "Each commission record in the CRM creates a QuickBooks Sales Receipt in your mapped income account. The transaction date, amount, and property address are included."
|
|
40880
|
+
},
|
|
40881
|
+
{
|
|
40882
|
+
title: "Expenses → Purchases",
|
|
40883
|
+
desc: "Business expenses logged in the CRM are synced to QuickBooks as Purchase records in your configured expense account, keeping deductions organized."
|
|
40884
|
+
},
|
|
40885
|
+
{
|
|
40886
|
+
title: "Daily auto-sync",
|
|
40887
|
+
desc: "New commissions and expenses sync to QuickBooks automatically every day. You can also trigger a manual sync anytime from the button in the settings card."
|
|
40888
|
+
},
|
|
40889
|
+
{
|
|
40890
|
+
title: "Full sync history",
|
|
40891
|
+
desc: "The Sync Log card shows every record ever synced — date, type, how many records were processed, and any errors — so you always know exactly what's in QuickBooks."
|
|
40892
|
+
}
|
|
40893
|
+
]
|
|
40894
|
+
},
|
|
40895
|
+
{
|
|
40896
|
+
key: "google-ads",
|
|
40897
|
+
name: "Google Ads",
|
|
40898
|
+
description: "Sync retargeting audiences and track lead attribution from your Google Ads campaigns.",
|
|
40899
|
+
apps: ["real-estate"],
|
|
40900
|
+
status: "live",
|
|
40901
|
+
group: "Marketing",
|
|
40902
|
+
iconBg: "#fefce8",
|
|
40903
|
+
iconColor: "#fbbc04",
|
|
40904
|
+
connectLabel: "Connect Google Ads",
|
|
40905
|
+
connectDesc: "Authorize the CRM to sync contact audiences and attribution data with your Google Ads account. We use Google OAuth 2.0.",
|
|
40906
|
+
setupSteps: [
|
|
40907
|
+
{
|
|
40908
|
+
title: "Click \"Connect Google Ads\"",
|
|
40909
|
+
desc: "You'll be redirected to Google's authorization page. Sign in with the Google account that manages your Google Ads account."
|
|
40910
|
+
},
|
|
40911
|
+
{
|
|
40912
|
+
title: "Approve permissions",
|
|
40913
|
+
desc: "Grant the CRM access to your Google Ads account. This allows audience syncing and campaign data reading — no spending access is granted."
|
|
40914
|
+
},
|
|
40915
|
+
{
|
|
40916
|
+
title: "You're connected",
|
|
40917
|
+
desc: "You'll be returned to the CRM. Navigate to Marketing → Retargeting Audiences to create your first audience and sync it to Google Ads."
|
|
40918
|
+
}
|
|
40919
|
+
],
|
|
40920
|
+
howItWorks: [
|
|
40921
|
+
{
|
|
40922
|
+
title: "Retargeting audiences",
|
|
40923
|
+
desc: "Create named contact segments in the CRM (e.g. \"Past Clients\", \"Active Buyers\", \"Sphere of Influence\") and sync them as Google Ads Customer Match lists with one click."
|
|
40924
|
+
},
|
|
40925
|
+
{
|
|
40926
|
+
title: "Hashed & private",
|
|
40927
|
+
desc: "Contact data (email, phone, name) is SHA-256 hashed before leaving the CRM. Your raw contact information is never transmitted to Google."
|
|
40928
|
+
},
|
|
40929
|
+
{
|
|
40930
|
+
title: "Targeted campaign ads",
|
|
40931
|
+
desc: "Use your synced CRM audiences in Google Ads to run highly targeted campaigns — show seller ads to past clients, buyer ads to active leads, or brand campaigns to your sphere."
|
|
40932
|
+
},
|
|
40933
|
+
{
|
|
40934
|
+
title: "Lead attribution",
|
|
40935
|
+
desc: "The CRM captures Google Click IDs (gclid) from leads who arrive via Google Ads, letting you see exactly which campaigns and keywords are generating your best clients."
|
|
40936
|
+
}
|
|
40937
|
+
]
|
|
40938
|
+
},
|
|
40939
|
+
{
|
|
40940
|
+
key: "facebook-ads",
|
|
40941
|
+
name: "Facebook / Meta Ads",
|
|
40942
|
+
description: "Track leads from Facebook and Instagram ad campaigns.",
|
|
40943
|
+
apps: ["real-estate"],
|
|
40944
|
+
status: "coming-soon",
|
|
40945
|
+
iconBg: "#eff6ff",
|
|
40946
|
+
iconColor: "#1877f2",
|
|
40947
|
+
connectLabel: "Connect Meta",
|
|
40948
|
+
connectDesc: "Link your Meta Business account to import leads.",
|
|
40949
|
+
howItWorks: [
|
|
40950
|
+
{
|
|
40951
|
+
title: "Connect",
|
|
40952
|
+
desc: "Sign in with your Facebook account and select your ad account."
|
|
40953
|
+
},
|
|
40954
|
+
{
|
|
40955
|
+
title: "Lead Forms Synced",
|
|
40956
|
+
desc: "Facebook Lead Form submissions automatically create contacts."
|
|
40957
|
+
},
|
|
40958
|
+
{
|
|
40959
|
+
title: "Attribution",
|
|
40960
|
+
desc: "Track which campaigns drive the most deals and revenue."
|
|
40961
|
+
}
|
|
40962
|
+
]
|
|
40963
|
+
},
|
|
40964
|
+
{
|
|
40965
|
+
key: "follow-up-boss",
|
|
40966
|
+
name: "Follow Up Boss",
|
|
40967
|
+
description: "Migrate your entire FUB database into this CRM — contacts, deals, notes, tasks, and call history.",
|
|
40968
|
+
apps: ["real-estate"],
|
|
40969
|
+
status: "live",
|
|
40970
|
+
group: "Automation & Tools",
|
|
40971
|
+
iconBg: "#ecfdf5",
|
|
40972
|
+
iconColor: "#00b373",
|
|
40973
|
+
connectLabel: "Connect Follow Up Boss",
|
|
40974
|
+
connectDesc: "Enter your Follow Up Boss API key to begin your migration. All your contacts, deals, notes, tasks, and call history will be imported.",
|
|
40975
|
+
howItWorks: [
|
|
40976
|
+
{
|
|
40977
|
+
title: "Enter your API key",
|
|
40978
|
+
desc: "Find your API key in Follow Up Boss under Admin → API. Paste it below and click Connect."
|
|
40979
|
+
},
|
|
40980
|
+
{
|
|
40981
|
+
title: "Preview your data",
|
|
40982
|
+
desc: "Before importing, you'll see a count of everything that will be brought over — contacts, deals, notes, and tasks."
|
|
40983
|
+
},
|
|
40984
|
+
{
|
|
40985
|
+
title: "Import everything",
|
|
40986
|
+
desc: "One click starts the full migration. Contacts are deduplicated by email. Your team members can be invited separately."
|
|
40987
|
+
},
|
|
40988
|
+
{
|
|
40989
|
+
title: "No data loss",
|
|
40990
|
+
desc: "Notes, tasks, call history, and deal timelines come over with full context. Unmatched agent assignments are flagged for easy reassignment."
|
|
40991
|
+
}
|
|
40992
|
+
]
|
|
40993
|
+
},
|
|
40994
|
+
{
|
|
40995
|
+
key: "liondesk",
|
|
40996
|
+
name: "LionDesk",
|
|
40997
|
+
description: "Migrate your LionDesk contacts and tasks into the CRM in one click.",
|
|
40998
|
+
apps: ["real-estate"],
|
|
40999
|
+
status: "live",
|
|
41000
|
+
group: "Automation & Tools",
|
|
41001
|
+
iconBg: "#fff7ed",
|
|
41002
|
+
iconColor: "#ea580c",
|
|
41003
|
+
connectLabel: "Connect LionDesk",
|
|
41004
|
+
connectDesc: "Register a LionDesk developer app to get your Client ID and Secret, then connect below to begin your migration.",
|
|
41005
|
+
howItWorks: [
|
|
41006
|
+
{
|
|
41007
|
+
title: "Register your app",
|
|
41008
|
+
desc: "Go to developers.liondesk.com → Apps → New App. Give it any name, save it, and copy your Client ID and Client Secret."
|
|
41009
|
+
},
|
|
41010
|
+
{
|
|
41011
|
+
title: "Preview your data",
|
|
41012
|
+
desc: "Before importing, you'll see a live count of your contacts and tasks ready to bring over."
|
|
41013
|
+
},
|
|
41014
|
+
{
|
|
41015
|
+
title: "Import in one click",
|
|
41016
|
+
desc: "One click starts the full migration. Contacts are deduplicated by email — existing records are never overwritten."
|
|
41017
|
+
},
|
|
41018
|
+
{
|
|
41019
|
+
title: "Tasks linked to contacts",
|
|
41020
|
+
desc: "Every task is imported and linked to its contact so your to-do list carries over exactly as it was."
|
|
41021
|
+
}
|
|
41022
|
+
]
|
|
41023
|
+
},
|
|
41024
|
+
{
|
|
41025
|
+
key: "zapier",
|
|
41026
|
+
name: "Zapier",
|
|
41027
|
+
description: "Connect with 5,000+ apps to automate workflows.",
|
|
41028
|
+
apps: ["real-estate"],
|
|
41029
|
+
status: "live",
|
|
41030
|
+
group: "Automation & Tools",
|
|
41031
|
+
iconBg: "#fff7ed",
|
|
41032
|
+
iconColor: "#ff4a00",
|
|
41033
|
+
connectLabel: "Connect Zapier",
|
|
41034
|
+
connectDesc: "Link your Zapier account to create automated workflows.",
|
|
41035
|
+
howItWorks: [
|
|
41036
|
+
{
|
|
41037
|
+
title: "Connect",
|
|
41038
|
+
desc: "Sign in with your Zapier account and authorize access."
|
|
41039
|
+
},
|
|
41040
|
+
{
|
|
41041
|
+
title: "Create Zaps",
|
|
41042
|
+
desc: "Build automated workflows between Real Estate CRM and 5,000+ apps."
|
|
41043
|
+
},
|
|
41044
|
+
{
|
|
41045
|
+
title: "Examples",
|
|
41046
|
+
desc: "Auto-add leads from web forms, sync with spreadsheets, post to Slack, and more."
|
|
41047
|
+
}
|
|
41048
|
+
]
|
|
41049
|
+
},
|
|
41050
|
+
{
|
|
41051
|
+
key: "slack",
|
|
41052
|
+
name: "Slack",
|
|
41053
|
+
description: "Real-time notifications for new leads, deal stage changes, and more.",
|
|
41054
|
+
apps: "all",
|
|
41055
|
+
status: "live",
|
|
41056
|
+
group: "Automation & Tools",
|
|
41057
|
+
iconBg: "#f0fafb",
|
|
41058
|
+
iconColor: "#36C5F0",
|
|
41059
|
+
connectLabel: "Add to Slack",
|
|
41060
|
+
connectDesc: "Connect your Slack workspace to receive instant notifications for new leads, deal stage changes, and activity across your CRM.",
|
|
41061
|
+
setupSteps: [
|
|
41062
|
+
{
|
|
41063
|
+
title: "Click \"Add to Slack\"",
|
|
41064
|
+
desc: "You'll be redirected to Slack to sign in to the workspace where you want notifications delivered."
|
|
41065
|
+
},
|
|
41066
|
+
{
|
|
41067
|
+
title: "Choose a channel",
|
|
41068
|
+
desc: "Select the channel where CRM notifications should be posted — a dedicated #crm-alerts or #leads channel works great for teams."
|
|
41069
|
+
},
|
|
41070
|
+
{
|
|
41071
|
+
title: "Authorize and return",
|
|
41072
|
+
desc: "Click 'Allow' and you'll be redirected back to the CRM. A welcome message will appear in your chosen channel to confirm it's working."
|
|
41073
|
+
}
|
|
41074
|
+
],
|
|
41075
|
+
howItWorks: [
|
|
41076
|
+
{
|
|
41077
|
+
title: "New lead alerts",
|
|
41078
|
+
desc: "When a new lead arrives — from Zillow, a lead capture form, or a webhook — an instant notification is posted to your channel with the lead's name and source."
|
|
41079
|
+
},
|
|
41080
|
+
{
|
|
41081
|
+
title: "Deal stage updates",
|
|
41082
|
+
desc: "When any deal moves to a new pipeline stage, your Slack channel is notified in real-time. No more checking the CRM to see if things have moved forward."
|
|
41083
|
+
},
|
|
41084
|
+
{
|
|
41085
|
+
title: "Test your connection",
|
|
41086
|
+
desc: "Use the 'Send Test Notification' button to confirm everything is working before it matters — a test message will appear in your selected channel immediately."
|
|
41087
|
+
}
|
|
41088
|
+
]
|
|
41089
|
+
},
|
|
41090
|
+
{
|
|
41091
|
+
key: "realtor",
|
|
41092
|
+
name: "Realtor.com",
|
|
41093
|
+
description: "Automatically import buyer leads from Realtor.com into your CRM pipeline.",
|
|
41094
|
+
apps: ["real-estate"],
|
|
41095
|
+
status: "live",
|
|
41096
|
+
group: "Real Estate Data",
|
|
41097
|
+
iconBg: "#fef2f2",
|
|
41098
|
+
iconColor: "#d92228",
|
|
41099
|
+
connectLabel: "Connect Realtor.com",
|
|
41100
|
+
connectDesc: "Connect your Realtor.com account to automatically import new buyer inquiries as leads in the CRM. Each lead creates a contact, a pipeline opportunity, and fires your new-lead automations.",
|
|
41101
|
+
setupSteps: [
|
|
41102
|
+
{
|
|
41103
|
+
title: "Copy your webhook URL",
|
|
41104
|
+
desc: "Use the webhook URL shown below. This is the endpoint Realtor.com will POST new lead data to."
|
|
41105
|
+
},
|
|
41106
|
+
{
|
|
41107
|
+
title: "Log in to Realtor.com",
|
|
41108
|
+
desc: "Go to your Realtor.com Agent account and navigate to My Profile → Lead Settings → CRM Integration."
|
|
41109
|
+
},
|
|
41110
|
+
{
|
|
41111
|
+
title: "Paste the webhook URL",
|
|
41112
|
+
desc: "In the CRM Webhook URL field, paste the URL from Step 1 and save. Realtor.com will now send leads to your CRM automatically."
|
|
41113
|
+
},
|
|
41114
|
+
{
|
|
41115
|
+
title: "Click \"Mark as Connected\"",
|
|
41116
|
+
desc: "Once saved in Realtor.com, click the Mark as Connected button below to activate the integration."
|
|
41117
|
+
}
|
|
41118
|
+
],
|
|
41119
|
+
howItWorks: [
|
|
41120
|
+
{
|
|
41121
|
+
title: "Automatic lead capture",
|
|
41122
|
+
desc: "Every time a buyer submits an inquiry on Realtor.com, their contact info is automatically created in the CRM — no manual entry needed."
|
|
41123
|
+
},
|
|
41124
|
+
{
|
|
41125
|
+
title: "Pipeline opportunity",
|
|
41126
|
+
desc: "A pipeline deal is created for every new lead so they land in your workflow immediately and nothing slips through the cracks."
|
|
41127
|
+
},
|
|
41128
|
+
{
|
|
41129
|
+
title: "Automation triggers",
|
|
41130
|
+
desc: "Your new-lead automations fire instantly — send a welcome text, assign a task, or start a drip sequence the moment the lead arrives."
|
|
41131
|
+
},
|
|
41132
|
+
{
|
|
41133
|
+
title: "Deduplication",
|
|
41134
|
+
desc: "If the lead already exists (matched by email or phone), the CRM updates the last-contact date instead of creating a duplicate."
|
|
41135
|
+
}
|
|
41136
|
+
]
|
|
41137
|
+
},
|
|
41138
|
+
{
|
|
41139
|
+
key: "estated",
|
|
41140
|
+
name: "Estated AVM",
|
|
41141
|
+
description: "Instant home value estimates with confidence ranges and price history for any US address.",
|
|
41142
|
+
apps: ["real-estate"],
|
|
41143
|
+
status: "live",
|
|
41144
|
+
group: "Real Estate Data",
|
|
41145
|
+
iconBg: "#f0fdf4",
|
|
41146
|
+
iconColor: "#16a34a",
|
|
41147
|
+
connectLabel: "Connect Estated",
|
|
41148
|
+
connectDesc: "Enter your Estated API key to enable instant home valuations across the CRM — Home Valuation page, contact detail, and property lookup.",
|
|
41149
|
+
howItWorks: [
|
|
41150
|
+
{
|
|
41151
|
+
title: "Get your API key",
|
|
41152
|
+
desc: "Sign up at estated.com and copy your API token from the dashboard. Free tier includes 100 lookups/month — plenty for solo agents."
|
|
41153
|
+
},
|
|
41154
|
+
{
|
|
41155
|
+
title: "Instant AVM estimates",
|
|
41156
|
+
desc: "Every address lookup returns an estimated value, low/high confidence range, and price per sqft — backed by Estated's national property database."
|
|
41157
|
+
},
|
|
41158
|
+
{
|
|
41159
|
+
title: "MLS comps side by side",
|
|
41160
|
+
desc: "If your MLS is connected, sold comparables from the last 90 days appear alongside the AVM estimate so you can see both the model's number and real market evidence."
|
|
41161
|
+
},
|
|
41162
|
+
{
|
|
41163
|
+
title: "Use it in conversations",
|
|
41164
|
+
desc: "Pull up a value estimate in seconds during listing appointments, buyer consultations, or sphere check-ins — without leaving the CRM."
|
|
41165
|
+
}
|
|
41166
|
+
]
|
|
41167
|
+
},
|
|
41168
|
+
{
|
|
41169
|
+
key: "docusign",
|
|
41170
|
+
name: "DocuSign",
|
|
41171
|
+
description: "Send documents for e-signature via DocuSign — ideal for agents contractually required to use DocuSign.",
|
|
41172
|
+
apps: ["real-estate"],
|
|
41173
|
+
status: "live",
|
|
41174
|
+
group: "Documents & Signing",
|
|
41175
|
+
iconBg: "#fff7ed",
|
|
41176
|
+
iconColor: "#d97706",
|
|
41177
|
+
connectLabel: "Connect DocuSign",
|
|
41178
|
+
connectDesc: "Authorize the CRM to send documents for signature through your DocuSign account. We use DocuSign OAuth 2.0 — your credentials are never stored.",
|
|
41179
|
+
setupSteps: [
|
|
41180
|
+
{
|
|
41181
|
+
title: "Click \"Connect DocuSign\"",
|
|
41182
|
+
desc: "You'll be redirected to DocuSign's login page. Sign in with the DocuSign account you want to use for sending."
|
|
41183
|
+
},
|
|
41184
|
+
{
|
|
41185
|
+
title: "Approve permissions",
|
|
41186
|
+
desc: "DocuSign will ask you to grant signature and impersonation access. Click \"Accept\" to authorize."
|
|
41187
|
+
},
|
|
41188
|
+
{
|
|
41189
|
+
title: "You're connected",
|
|
41190
|
+
desc: "You're returned to the CRM. DocuSign is now available as a sending option on any document."
|
|
41191
|
+
},
|
|
41192
|
+
{
|
|
41193
|
+
title: "Send documents via DocuSign",
|
|
41194
|
+
desc: "On any document, click \"Send Document\" and choose \"Send via DocuSign\". Recipients sign in the DocuSign interface and status updates automatically in the CRM."
|
|
41195
|
+
}
|
|
41196
|
+
],
|
|
41197
|
+
howItWorks: [
|
|
41198
|
+
{
|
|
41199
|
+
title: "DocuSign-native signing experience",
|
|
41200
|
+
desc: "Your clients receive a DocuSign email and sign in DocuSign's interface — familiar, legally-binding, and trusted. No change to your existing DocuSign workflows."
|
|
41201
|
+
},
|
|
41202
|
+
{
|
|
41203
|
+
title: "Status tracked in the CRM",
|
|
41204
|
+
desc: "When a client signs, declines, or lets a document expire, the CRM signature request status updates automatically via DocuSign Connect webhooks."
|
|
41205
|
+
},
|
|
41206
|
+
{
|
|
41207
|
+
title: "Countersigning supported",
|
|
41208
|
+
desc: "When a document requires your countersignature, you're added as a second recipient. DocuSign notifies you to sign after the client completes their portion."
|
|
41209
|
+
},
|
|
41210
|
+
{
|
|
41211
|
+
title: "No duplication",
|
|
41212
|
+
desc: "Each send creates a CRM signature request linked to the DocuSign envelope so all your client history stays in one place."
|
|
41213
|
+
}
|
|
41214
|
+
],
|
|
41215
|
+
pricingNote: "Requires an active DocuSign account (Business Pro or above for API access). DocuSign charges for envelopes sent — pricing at docusign.com."
|
|
41216
|
+
},
|
|
41217
|
+
{
|
|
41218
|
+
key: "homes",
|
|
41219
|
+
name: "Homes.com",
|
|
41220
|
+
description: "Import buyer leads from Homes.com directly into your pipeline.",
|
|
41221
|
+
apps: ["real-estate"],
|
|
41222
|
+
status: "coming-soon",
|
|
41223
|
+
iconBg: "#eff6ff",
|
|
41224
|
+
iconColor: "#2563eb",
|
|
41225
|
+
connectLabel: "Coming Soon",
|
|
41226
|
+
connectDesc: "",
|
|
41227
|
+
howItWorks: []
|
|
41228
|
+
},
|
|
41229
|
+
{
|
|
41230
|
+
key: "trulia",
|
|
41231
|
+
name: "Trulia",
|
|
41232
|
+
description: "Sync leads from Trulia listings into your CRM.",
|
|
41233
|
+
apps: ["real-estate"],
|
|
41234
|
+
status: "coming-soon",
|
|
41235
|
+
iconBg: "#ecfdf5",
|
|
41236
|
+
iconColor: "#059669",
|
|
41237
|
+
connectLabel: "Coming Soon",
|
|
41238
|
+
connectDesc: "",
|
|
41239
|
+
howItWorks: []
|
|
41240
|
+
},
|
|
41241
|
+
{
|
|
41242
|
+
key: "cinc",
|
|
41243
|
+
name: "CINC",
|
|
41244
|
+
description: "Import leads and campaigns from CINC into your pipeline.",
|
|
41245
|
+
apps: ["real-estate"],
|
|
41246
|
+
status: "coming-soon",
|
|
41247
|
+
iconBg: "#eff6ff",
|
|
41248
|
+
iconColor: "#1e40af",
|
|
41249
|
+
connectLabel: "Coming Soon",
|
|
41250
|
+
connectDesc: "",
|
|
41251
|
+
howItWorks: []
|
|
41252
|
+
},
|
|
41253
|
+
{
|
|
41254
|
+
key: "kvcore",
|
|
41255
|
+
name: "BoldTrail (formerly kvCORE)",
|
|
41256
|
+
description: "Migrate your BoldTrail leads, notes, and pipeline deals into the CRM in one click.",
|
|
41257
|
+
apps: ["real-estate"],
|
|
41258
|
+
status: "live",
|
|
41259
|
+
group: "Automation & Tools",
|
|
41260
|
+
iconBg: "#eff6ff",
|
|
41261
|
+
iconColor: "#2563eb",
|
|
41262
|
+
connectLabel: "Connect BoldTrail",
|
|
41263
|
+
connectDesc: "Enter your BoldTrail API key to begin your migration. Requires Platform or Enterprise tier with API access enabled through Inside Real Estate support.",
|
|
41264
|
+
howItWorks: [
|
|
41265
|
+
{
|
|
41266
|
+
title: "Get your API key",
|
|
41267
|
+
desc: "In BoldTrail, go to Lead Engine → Lead Dropbox and generate an API token with the Contacts scope. Requires Platform or Enterprise tier — contact Inside Real Estate support to enable API access."
|
|
41268
|
+
},
|
|
41269
|
+
{
|
|
41270
|
+
title: "Preview your data",
|
|
41271
|
+
desc: "Before importing, you'll see a count of your leads and pipeline deals."
|
|
41272
|
+
},
|
|
41273
|
+
{
|
|
41274
|
+
title: "Import everything",
|
|
41275
|
+
desc: "One click starts the full migration. Leads are deduplicated by email so nothing is duplicated."
|
|
41276
|
+
},
|
|
41277
|
+
{
|
|
41278
|
+
title: "Notes carry over",
|
|
41279
|
+
desc: "Activity notes written on each lead are imported as CRM notes, preserving your full history."
|
|
41280
|
+
}
|
|
41281
|
+
]
|
|
41282
|
+
},
|
|
41283
|
+
{
|
|
41284
|
+
key: "boldleads",
|
|
41285
|
+
name: "BoldLeads",
|
|
41286
|
+
description: "Import seller and buyer leads from BoldLeads campaigns.",
|
|
41287
|
+
apps: ["real-estate"],
|
|
41288
|
+
status: "coming-soon",
|
|
41289
|
+
iconBg: "#fefce8",
|
|
41290
|
+
iconColor: "#b45309",
|
|
41291
|
+
connectLabel: "Coming Soon",
|
|
41292
|
+
connectDesc: "",
|
|
41293
|
+
howItWorks: []
|
|
41294
|
+
},
|
|
41295
|
+
{
|
|
41296
|
+
key: "ringcentral",
|
|
41297
|
+
name: "RingCentral",
|
|
41298
|
+
description: "VoIP phone system for call tracking, recording, and click-to-call.",
|
|
41299
|
+
apps: ["real-estate"],
|
|
41300
|
+
status: "coming-soon",
|
|
41301
|
+
iconBg: "#fff7ed",
|
|
41302
|
+
iconColor: "#ea580c",
|
|
41303
|
+
connectLabel: "Coming Soon",
|
|
41304
|
+
connectDesc: "",
|
|
41305
|
+
howItWorks: []
|
|
41306
|
+
},
|
|
41307
|
+
{
|
|
41308
|
+
key: "google-voice",
|
|
41309
|
+
name: "Google Voice",
|
|
41310
|
+
description: "Use Google Voice for calls and texts with a dedicated business number.",
|
|
41311
|
+
apps: ["real-estate"],
|
|
41312
|
+
status: "coming-soon",
|
|
41313
|
+
iconBg: "#ecfdf5",
|
|
41314
|
+
iconColor: "#16a34a",
|
|
41315
|
+
connectLabel: "Coming Soon",
|
|
41316
|
+
connectDesc: "",
|
|
41317
|
+
howItWorks: []
|
|
41318
|
+
},
|
|
41319
|
+
{
|
|
41320
|
+
key: "skyslope",
|
|
41321
|
+
name: "SkySlope",
|
|
41322
|
+
description: "Sync transaction documents and compliance tracking.",
|
|
41323
|
+
apps: ["real-estate"],
|
|
41324
|
+
status: "coming-soon",
|
|
41325
|
+
iconBg: "#eff6ff",
|
|
41326
|
+
iconColor: "#0369a1",
|
|
41327
|
+
connectLabel: "Coming Soon",
|
|
41328
|
+
connectDesc: "",
|
|
41329
|
+
howItWorks: []
|
|
41330
|
+
},
|
|
41331
|
+
{
|
|
41332
|
+
key: "dotloop",
|
|
41333
|
+
name: "Dotloop",
|
|
41334
|
+
description: "Transaction management with e-signatures and document sharing.",
|
|
41335
|
+
apps: ["real-estate"],
|
|
41336
|
+
status: "coming-soon",
|
|
41337
|
+
iconBg: "#ecfdf5",
|
|
41338
|
+
iconColor: "#15803d",
|
|
41339
|
+
connectLabel: "Coming Soon",
|
|
41340
|
+
connectDesc: "",
|
|
41341
|
+
howItWorks: []
|
|
41342
|
+
},
|
|
41343
|
+
{
|
|
41344
|
+
key: "mailchimp",
|
|
41345
|
+
name: "Mailchimp",
|
|
41346
|
+
description: "Email marketing campaigns, drip sequences, and newsletters.",
|
|
41347
|
+
apps: ["real-estate"],
|
|
41348
|
+
status: "coming-soon",
|
|
41349
|
+
iconBg: "#fefce8",
|
|
41350
|
+
iconColor: "#ca8a04",
|
|
41351
|
+
connectLabel: "Coming Soon",
|
|
41352
|
+
connectDesc: "",
|
|
41353
|
+
howItWorks: []
|
|
41354
|
+
},
|
|
41355
|
+
{
|
|
41356
|
+
key: "canva",
|
|
41357
|
+
name: "Canva",
|
|
41358
|
+
description: "Design listing flyers, social posts, and marketing materials.",
|
|
41359
|
+
apps: ["real-estate"],
|
|
41360
|
+
status: "coming-soon",
|
|
41361
|
+
iconBg: "#eff6ff",
|
|
41362
|
+
iconColor: "#2563eb",
|
|
41363
|
+
connectLabel: "Coming Soon",
|
|
41364
|
+
connectDesc: "",
|
|
41365
|
+
howItWorks: []
|
|
41366
|
+
},
|
|
41367
|
+
{
|
|
41368
|
+
key: "bombbomb",
|
|
41369
|
+
name: "BombBomb",
|
|
41370
|
+
description: "Video email marketing to stand out in client inboxes.",
|
|
41371
|
+
apps: ["real-estate"],
|
|
41372
|
+
status: "coming-soon",
|
|
41373
|
+
iconBg: "#fef2f2",
|
|
41374
|
+
iconColor: "#e53e3e",
|
|
41375
|
+
connectLabel: "Coming Soon",
|
|
41376
|
+
connectDesc: "",
|
|
41377
|
+
howItWorks: []
|
|
41378
|
+
},
|
|
41379
|
+
{
|
|
41380
|
+
key: "instagram",
|
|
41381
|
+
name: "Instagram",
|
|
41382
|
+
description: "Post listings and track engagement from your Instagram business account.",
|
|
41383
|
+
apps: ["real-estate"],
|
|
41384
|
+
status: "coming-soon",
|
|
41385
|
+
iconBg: "#fff1f2",
|
|
41386
|
+
iconColor: "#e11d48",
|
|
41387
|
+
connectLabel: "Coming Soon",
|
|
41388
|
+
connectDesc: "",
|
|
41389
|
+
howItWorks: []
|
|
41390
|
+
},
|
|
41391
|
+
{
|
|
41392
|
+
key: "linkedin",
|
|
41393
|
+
name: "LinkedIn",
|
|
41394
|
+
description: "Import professional connections and share listings to your network.",
|
|
41395
|
+
apps: ["real-estate"],
|
|
41396
|
+
status: "coming-soon",
|
|
41397
|
+
iconBg: "#eff6ff",
|
|
41398
|
+
iconColor: "#0a66c2",
|
|
41399
|
+
connectLabel: "Coming Soon",
|
|
41400
|
+
connectDesc: "",
|
|
41401
|
+
howItWorks: []
|
|
41402
|
+
},
|
|
41403
|
+
{
|
|
41404
|
+
key: "tiktok-ads",
|
|
41405
|
+
name: "TikTok Lead Generation",
|
|
41406
|
+
description: "Import leads from TikTok Lead Generation ads directly into your pipeline.",
|
|
41407
|
+
apps: ["real-estate"],
|
|
41408
|
+
status: "coming-soon",
|
|
41409
|
+
iconBg: "#f0fdf4",
|
|
41410
|
+
iconColor: "#010101",
|
|
41411
|
+
connectLabel: "Coming Soon",
|
|
41412
|
+
connectDesc: "",
|
|
41413
|
+
howItWorks: []
|
|
41414
|
+
},
|
|
41415
|
+
{
|
|
41416
|
+
key: "youtube",
|
|
41417
|
+
name: "YouTube",
|
|
41418
|
+
description: "Upload property tour videos and track views from your channel.",
|
|
41419
|
+
apps: ["real-estate"],
|
|
41420
|
+
status: "coming-soon",
|
|
41421
|
+
iconBg: "#fef2f2",
|
|
41422
|
+
iconColor: "#dc2626",
|
|
41423
|
+
connectLabel: "Coming Soon",
|
|
41424
|
+
connectDesc: "",
|
|
41425
|
+
howItWorks: []
|
|
41426
|
+
},
|
|
41427
|
+
{
|
|
41428
|
+
key: "loom",
|
|
41429
|
+
name: "Loom",
|
|
41430
|
+
description: "Record and share personalized video messages with clients.",
|
|
41431
|
+
apps: ["real-estate"],
|
|
41432
|
+
status: "coming-soon",
|
|
41433
|
+
iconBg: "#eff6ff",
|
|
41434
|
+
iconColor: "#2563eb",
|
|
41435
|
+
connectLabel: "Coming Soon",
|
|
41436
|
+
connectDesc: "",
|
|
41437
|
+
howItWorks: []
|
|
41438
|
+
},
|
|
41439
|
+
{
|
|
41440
|
+
key: "notion",
|
|
41441
|
+
name: "Notion",
|
|
41442
|
+
description: "Sync tasks and notes between your CRM and Notion workspace.",
|
|
41443
|
+
apps: ["real-estate"],
|
|
41444
|
+
status: "coming-soon",
|
|
41445
|
+
iconBg: "#f1f5f9",
|
|
41446
|
+
iconColor: "#1e293b",
|
|
41447
|
+
connectLabel: "Coming Soon",
|
|
41448
|
+
connectDesc: "",
|
|
41449
|
+
howItWorks: []
|
|
41450
|
+
},
|
|
41451
|
+
{
|
|
41452
|
+
key: "google-sheets",
|
|
41453
|
+
name: "Google Sheets",
|
|
41454
|
+
description: "Export data and create custom reports in Google Sheets.",
|
|
41455
|
+
apps: ["real-estate"],
|
|
41456
|
+
status: "coming-soon",
|
|
41457
|
+
iconBg: "#ecfdf5",
|
|
41458
|
+
iconColor: "#15803d",
|
|
41459
|
+
connectLabel: "Coming Soon",
|
|
41460
|
+
connectDesc: "",
|
|
41461
|
+
howItWorks: []
|
|
41462
|
+
},
|
|
41463
|
+
{
|
|
41464
|
+
key: "microsoft-teams",
|
|
41465
|
+
name: "Microsoft Teams",
|
|
41466
|
+
description: "Post new leads, status changes and reminders to a Microsoft Teams channel.",
|
|
41467
|
+
apps: "all",
|
|
41468
|
+
status: "coming-soon",
|
|
41469
|
+
iconBg: "#eef2ff",
|
|
41470
|
+
iconColor: "#5059c9",
|
|
41471
|
+
connectLabel: "Coming Soon",
|
|
41472
|
+
connectDesc: "",
|
|
41473
|
+
howItWorks: []
|
|
41474
|
+
},
|
|
41475
|
+
{
|
|
41476
|
+
key: "hubspot",
|
|
41477
|
+
name: "HubSpot",
|
|
41478
|
+
description: "Migrate contacts and deals from HubSpot into your CRM.",
|
|
41479
|
+
apps: ["real-estate"],
|
|
41480
|
+
status: "coming-soon",
|
|
41481
|
+
iconBg: "#fff7ed",
|
|
41482
|
+
iconColor: "#ea580c",
|
|
41483
|
+
connectLabel: "Coming Soon",
|
|
41484
|
+
connectDesc: "",
|
|
41485
|
+
howItWorks: []
|
|
41486
|
+
}
|
|
41487
|
+
];
|
|
41488
|
+
const INTEGRATION_CATALOG = [...IDX_PROVIDERS.map((p) => ({
|
|
41489
|
+
key: p.key,
|
|
41490
|
+
name: p.name,
|
|
41491
|
+
description: p.description,
|
|
41492
|
+
apps: ["real-estate"],
|
|
41493
|
+
status: "live",
|
|
41494
|
+
group: "IDX Website",
|
|
41495
|
+
iconBg: p.iconBg,
|
|
41496
|
+
iconColor: p.iconColor,
|
|
41497
|
+
connectLabel: `Connect ${p.name} →`,
|
|
41498
|
+
connectDesc: p.webhookNote,
|
|
41499
|
+
setupSteps: p.setupSteps.map((s) => ({
|
|
41500
|
+
title: s.text,
|
|
41501
|
+
desc: ""
|
|
41502
|
+
})),
|
|
41503
|
+
supportUrl: p.supportUrl,
|
|
41504
|
+
fieldFormats: p.fieldFormats,
|
|
41505
|
+
webhookNote: p.webhookNote
|
|
41506
|
+
})), ...REAL_ESTATE_AND_SHARED_INTEGRATIONS];
|
|
41507
|
+
const INTEGRATION_FIELD_DEFS = {
|
|
41508
|
+
mls: [{
|
|
41509
|
+
id: "serverToken",
|
|
41510
|
+
label: "Server Token",
|
|
41511
|
+
type: "password",
|
|
41512
|
+
placeholder: "Paste your Bridge server token",
|
|
41513
|
+
hint: "Found in your Bridge dashboard under the approved dataset."
|
|
41514
|
+
}, {
|
|
41515
|
+
id: "dataset",
|
|
41516
|
+
label: "Dataset ID",
|
|
41517
|
+
type: "text",
|
|
41518
|
+
placeholder: "e.g. nsmls, crmls, stellar",
|
|
41519
|
+
hint: "The MLS dataset identifier shown next to your server token in Bridge."
|
|
41520
|
+
}],
|
|
41521
|
+
"follow-up-boss": [{
|
|
41522
|
+
id: "apiKey",
|
|
41523
|
+
label: "Follow Up Boss API Key",
|
|
41524
|
+
type: "text",
|
|
41525
|
+
placeholder: "Enter your FUB API key",
|
|
41526
|
+
hint: "Find your API key in Follow Up Boss under Admin → API."
|
|
41527
|
+
}],
|
|
41528
|
+
liondesk: [{
|
|
41529
|
+
id: "clientId",
|
|
41530
|
+
label: "Client ID",
|
|
41531
|
+
type: "text",
|
|
41532
|
+
placeholder: "Your LionDesk Client ID"
|
|
41533
|
+
}, {
|
|
41534
|
+
id: "clientSecret",
|
|
41535
|
+
label: "Client Secret",
|
|
41536
|
+
type: "password",
|
|
41537
|
+
placeholder: "Your LionDesk Client Secret",
|
|
41538
|
+
hint: "Register your app at developers.liondesk.com → Apps → New App to get your Client ID and Secret."
|
|
41539
|
+
}],
|
|
41540
|
+
kvcore: [{
|
|
41541
|
+
id: "apiKey",
|
|
41542
|
+
label: "BoldTrail API Key",
|
|
41543
|
+
type: "text",
|
|
41544
|
+
placeholder: "Enter your BoldTrail API key",
|
|
41545
|
+
hint: "Requires BoldTrail Platform or Enterprise tier. API access must be enabled through Inside Real Estate support. Once enabled, go to Lead Engine → Lead Dropbox and generate an API token with the Contacts scope."
|
|
41546
|
+
}],
|
|
41547
|
+
estated: [{
|
|
41548
|
+
id: "apiKey",
|
|
41549
|
+
label: "Estated API Key",
|
|
41550
|
+
type: "text",
|
|
41551
|
+
placeholder: "Enter your Estated API key",
|
|
41552
|
+
hint: "Find your API token at estated.com → Dashboard → API Keys. Free tier includes 100 lookups/month."
|
|
41553
|
+
}]
|
|
41554
|
+
};
|
|
41555
|
+
const INTEGRATION_OPTION_DEFS = {
|
|
41556
|
+
"follow-up-boss": [
|
|
41557
|
+
{
|
|
41558
|
+
id: "importContacts",
|
|
41559
|
+
label: "Contacts",
|
|
41560
|
+
hint: "deduplicated by email — existing contacts skipped"
|
|
41561
|
+
},
|
|
41562
|
+
{
|
|
41563
|
+
id: "importDeals",
|
|
41564
|
+
label: "Deals & Opportunities"
|
|
41565
|
+
},
|
|
41566
|
+
{
|
|
41567
|
+
id: "importNotes",
|
|
41568
|
+
label: "Notes"
|
|
41569
|
+
},
|
|
41570
|
+
{
|
|
41571
|
+
id: "importTasks",
|
|
41572
|
+
label: "Tasks"
|
|
41573
|
+
},
|
|
41574
|
+
{
|
|
41575
|
+
id: "importCallHistory",
|
|
41576
|
+
label: "Call & Text History",
|
|
41577
|
+
hint: "collapsed summary note per contact"
|
|
41578
|
+
}
|
|
41579
|
+
],
|
|
41580
|
+
liondesk: [{
|
|
41581
|
+
id: "importContacts",
|
|
41582
|
+
label: "Contacts",
|
|
41583
|
+
hint: "deduplicated by email — existing contacts skipped"
|
|
41584
|
+
}, {
|
|
41585
|
+
id: "importTasks",
|
|
41586
|
+
label: "Tasks"
|
|
41587
|
+
}],
|
|
41588
|
+
kvcore: [
|
|
41589
|
+
{
|
|
41590
|
+
id: "importLeads",
|
|
41591
|
+
label: "Leads & Contacts",
|
|
41592
|
+
hint: "deduplicated by email — existing contacts skipped"
|
|
41593
|
+
},
|
|
41594
|
+
{
|
|
41595
|
+
id: "importNotes",
|
|
41596
|
+
label: "Activity Notes"
|
|
41597
|
+
},
|
|
41598
|
+
{
|
|
41599
|
+
id: "importDeals",
|
|
41600
|
+
label: "Pipeline Deals"
|
|
41601
|
+
}
|
|
41602
|
+
]
|
|
41603
|
+
};
|
|
41604
|
+
const IDX_BEHAVIOR_SIGNALS = [
|
|
41605
|
+
{
|
|
41606
|
+
label: "Contacted Agent — +10 pts (one-time)",
|
|
41607
|
+
tier: "high"
|
|
41608
|
+
},
|
|
41609
|
+
{
|
|
41610
|
+
label: "Open House RSVP — +6 pts",
|
|
41611
|
+
tier: "high"
|
|
41612
|
+
},
|
|
41613
|
+
{
|
|
41614
|
+
label: "Favorited Listing — +7 to +11 pts",
|
|
41615
|
+
tier: "med"
|
|
41616
|
+
},
|
|
41617
|
+
{
|
|
41618
|
+
label: "Saved Search — +5 pts",
|
|
41619
|
+
tier: "med"
|
|
41620
|
+
},
|
|
41621
|
+
{
|
|
41622
|
+
label: "Mortgage Calculator — +4 pts",
|
|
41623
|
+
tier: "med"
|
|
41624
|
+
},
|
|
41625
|
+
{
|
|
41626
|
+
label: "Return Visit — +3 pts each (max +9)",
|
|
41627
|
+
tier: "med"
|
|
41628
|
+
},
|
|
41629
|
+
{
|
|
41630
|
+
label: "Property Viewed — +2 pts each (max +10)",
|
|
41631
|
+
tier: "low"
|
|
41632
|
+
},
|
|
41633
|
+
{
|
|
41634
|
+
label: "Price Drop Alert — +2 pts",
|
|
41635
|
+
tier: "low"
|
|
41636
|
+
},
|
|
41637
|
+
{
|
|
41638
|
+
label: "Map Search — +1 pt",
|
|
41639
|
+
tier: "low"
|
|
41640
|
+
},
|
|
41641
|
+
{
|
|
41642
|
+
label: "School District Search — +1 pt",
|
|
41643
|
+
tier: "low"
|
|
41644
|
+
}
|
|
41645
|
+
];
|
|
41646
|
+
const INTEGRATION_GROUP_ORDER = [
|
|
41647
|
+
"IDX Website",
|
|
41648
|
+
"Email",
|
|
41649
|
+
"Text Messaging",
|
|
41650
|
+
"Calendar",
|
|
41651
|
+
"Real Estate Data",
|
|
41652
|
+
"Financials",
|
|
41653
|
+
"Marketing",
|
|
41654
|
+
"Documents & Signing",
|
|
41655
|
+
"Automation & Tools"
|
|
41656
|
+
];
|
|
41657
|
+
function integrationsForApp(app) {
|
|
41658
|
+
return INTEGRATION_CATALOG.filter((i) => i.apps === "all" || i.apps.includes(app));
|
|
41659
|
+
}
|
|
41660
|
+
function integrationPlainText(html) {
|
|
41661
|
+
const strong = [];
|
|
41662
|
+
return {
|
|
41663
|
+
text: html.replace(/<strong>(.*?)<\/strong>/g, (_m, inner) => {
|
|
41664
|
+
strong.push(inner);
|
|
41665
|
+
return inner;
|
|
41666
|
+
}).replace(/<[^>]*>/g, ""),
|
|
41667
|
+
strong
|
|
41668
|
+
};
|
|
41669
|
+
}
|
|
41670
|
+
export { ActionBarComponent, AlertComponent, AppShellComponent, AudioPlayerComponent, AvatarComponent, BADGE_VARIANT_STYLES, BadgeComponent, BarRowComponent, BoardCardDirective, BoardComponent, BulkMessagePanelComponent, BusinessHoursComponent, ButtonComponent, CalendarComponent, CardListItemComponent, CheckboxComponent, CheckboxTrailingDirective, ChipComponent, ChipGroupComponent, ColorInputComponent, ColumnFilterComponent, ColumnsComponent, ComboboxComponent, ConfirmOutletComponent, ConfirmService, ContactPickerComponent, DEFAULT_PASSWORD_RULES, DROPDOWN_GROUP, DataTableComponent, DateInputComponent, DateRangePickerComponent, DatetimeInputComponent, DetailCardComponent, DiscountSelectorComponent, DividerComponent, DropdownComponent, EmptyStateComponent, ErrorComponent, ErrorStateComponent, FORGEROUTE_CONFIG, FadeComponent, FileInputComponent, FormColSpanDirective, FormComponent, FormRowComponent, FormSectionComponent, HintComponent, IDX_BEHAVIOR_SIGNALS, INTEGRATION_CATALOG, INTEGRATION_FIELD_DEFS, INTEGRATION_GROUP_ORDER, INTEGRATION_OPTION_DEFS, IconComponent, ImageComponent, ImageGalleryComponent, ImageGalleryDialogComponent, ImagePreviewComponent, ImageRepositionComponent, ImportExportComponent, KpiCardComponent, LAYOUT_GAP_PX, ListComponent, ListItemComponent, LiveRegionComponent, ModalComponent, MoreMenuComponent, MultiSelectComponent, NOTES_MAX_LENGTH, NotesComponent, PHONE_NUMBER_AREA_CODE_LENGTH, PHONE_NUMBER_ZIP_LENGTH, PageComponent, PaginationComponent, PanelInfoListComponent, PasswordRequirementsComponent, PdfHotspotComponent, PhoneNumberPickerComponent, PillTabsComponent, ProgressBarComponent, ProgressRingComponent, QrCodeComponent, QuickFilterTabsComponent, RICH_TEXT_OPTIONS, RadioComponent, RadioGroupComponent, RadioMatrixComponent, RadioOptionContentDirective, ReadonlyFieldsetComponent, RichTextEditorComponent, SEMANTIC_BADGE_MAP, SearchInputComponent, SectionHeaderComponent, SelectComponent, ShowComponent, SidePanelComponent, SidebarLayoutComponent, SignaturePadComponent, SkeletonComponent, StackComponent, StarComponent, StepperComponent, TableToolbarComponent, TextComponent, TextInputComponent, TextareaInputComponent, TimeInputComponent, TimelineComponent, ToastComponent, ToastService, ToggleBadgeComponent, ToggleComponent, TooltipDirective, US_STATES, UiFieldValidity, acceptLabel, appShellGroupsStorageKey, autoVariant, buildDefaultSchedule, builtInActionIcon, businessTimeOptions, createFieldReveal, decodeFilterValues, digitsOnly, downloadBlob, encodeFilterValue, encodeFilterValues, errorContextInterceptor, fileMatchesAccept, formatAddress, formatCurrency, formatFileSize, formatIsoDate, formatIsoDateTime, formatTime, getEligibleIds, getEligibleOptions, getErrorMessage, humanReadableMessage, iconPath, integrationPlainText, integrationsForApp, isoKey, issueToErrors, maxLengthIssue, normalizeHexColor, parseBizHours, parseIso, parseTime, passwordMeetsRules, pluralize, provideForgerouteToast, reorderItems, requiredIssue, resolveLayoutGap, resolvePreset, serializeBizHours };
|
|
40408
41671
|
|
|
40409
41672
|
//# sourceMappingURL=forgeroute-ui.mjs.map
|