Citima and Salesflare

How to connect Citima

When new Rent Lead Eligible in Citima, find or create contact in Salesflare.
When new Transaction Lead in Citima, create opportunity, then find or create contact in Salesflare.
When new Rent Lead in Citima, find or create contact in Salesflare.
When transaction Project Updated in Citima, find or create contact in Salesflare.

Citima is a new, indispensable customer relation manager (crm) for real estate advisors.

Start a workflow when this happens

Folder Completed — Triggers when there is a folder 100% completed by a prospect.
New Buyer Seller — Triggers when there is a new buyer and seller lead.
New Inquiry — Triggers when there is a new inquiry for the agency.
New Property Created — Triggers when there is a new property created (manually or programmatically).
New Rent Lead — Triggers when there is a new rent lead contact.

Show 6 more triggers

New Rent Lead Eligible — Triggers when there is a new rent lead eligible.
New Transaction Lead — Triggers when there is a new transaction lead.
Property Status Updated — Triggers when there is an update of the status of a property (available or not).
Property Updated — Triggers when there is an update for a property (manually or programmatically).
Rent Project Updated — Triggers when there is a rent project updated.
Transaction Project Updated — Triggers when there is a transaction project updated.

Things Salesflare can make it do

Create Rent Lead — Creates a rent lead.
Create Transaction Lead — Creates a transaction lead.
Property Inquiries — Get the inquiries list for a given property (by its internal ref or citima id).
Property Statistics — get statistics of a given property by its internal ref of citima id.

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