What it does in each direction
Outbound: publish, update and unpublish listings from the CRM record, with the fields Property Finder requires. Inbound: enquiries return as lead records, attached to the property they came from, so routing and the response SLA start immediately.
What you have to set up once
Authorise the connection, then map each agent to their Property Finder profile. This is the step teams skip, and it is the reason the first few listings do not publish.
- Authorise the portal connection per workspace
- Map every publishing agent to their portal profile
- Confirm the permit fields are populated
- Check the media minimum for the destination
What usually breaks
A permit that expired while the listing was live. An agent who joined last month and was never mapped. A listing published with four images because somebody was in a hurry. All three are avoidable by validating before publishing rather than after rejection.
How to tell a real integration from a feed
Ask whether enquiries come back. A system that only pushes listings out has automated the easy half and left you forwarding emails, which is where the actual time goes.