SweepBright and Salesflare

How to connect SweepBright

When lead Created in SweepBright, find or create contact in Salesflare.
When feedback Added to Interaction in SweepBright, create internal note in Salesflare.
When lead Updated in SweepBright, find or create contact in Salesflare.

SweepBright is a real estate CRM that turns listings and leads into simple workflows, with automation and plug-and-play integrations.

Start a workflow when this happens

Document Requested: Exclusive Agreement — Triggers when an Exclusive Agreement document is requested.
Document Requested: Lease or Purchase Agreement — Triggers when a Lease or Purchase Agreement document is requested.
Document Requested: Non-Exclusive Agreement — Triggers when a Non-Exclusive Agreement document is requested.
Document Requested: Property Folder — Triggers when a Property folder document is requested.
Document Requested: Property Sheet — Triggers when a Property Sheet document is requested.

Show 20 more triggers

Document Requested: Valuation — Triggers when a valuation document is requested.
Feedback Added to Interaction — Triggers when feedback is added to an interaction.
Interaction Registered for Lead — Triggers when a new interaction is registered for a lead.
Lead Created — Triggers when a new lead is created.
Lead Updated — Triggers when a lead is updated.
New Visit Scheduled — Triggers when a new visit has been scheduled.
Offer Accepted — Triggers when an Offer is accepted.
Offer Archived — Triggers when an Offer is archived.
Offer Cancelled — Triggers when an Offer is cancelled.
Offer Changed — Triggers when an Offer is changed in any way.
Offer Created — Triggers when an Offer is created.
Offer Refused — Triggers when an Offer is refused.
Offer Restored — Triggers when an Offer is restored.
Offer Updated — Triggers when an Offer is updated.
Owner Created — Triggers when a new owner is created.
Owner Updated — Triggers when an owner is updated.
Property Created or Updated — Triggers when a property is created or updated.
Property Status Changed — Triggers when property status is changed.
Visit Canceled — Triggers when a visit has been canceled.
Visit Updated — Triggers when a visit has been updated.

Things Salesflare can make it do

Show 11 more actions

Create Contact — Creates a new contact in SweepBright.
Create Lead — Creates a new lead in SweepBright.
Create Offer — Creates a new offer
Create Property — Creates a new property in SweepBright.
Detach Labels From Contact — Detaches labels from a contact
Find Or Create Contact — Finds existing or creates a new contact in SweepBright.
Link Contact to Property — Links a contact to property as buyer or seller.
Refuse Offer — Refuses an existing offer
Restore Offer — Restores an existing offer
Set Contact Labels — Syncs labels attached to a contact
Update Offer — Updates an existing offer

Look up existing records

Find Properties — Find properties by querying their address, ID, or other attributes.
Find Teams — Find teams by querying their name or ID.
Find Users — Find users by querying their name, email, or other attributes.
Find or Create Contact — Finds existing or creates a new contact in SweepBright.
Get Offer — Gets an offer by ID

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