CRM Integration + Smart Tracking for Open Home Attendees

Created by Josh Cobb, Modified on Tue, 07 Nov 2023 at 10:48 AM by Josh Cobb

While the major portals and other software providers might offer social media advertising options for your listings and vendor lead campaigns, only Advance integrates with your website - intercepting buyers and sellers before they get to the major portals. And the longer you keep someone on your website, the longer they're not looking at your competitors!


Even better, there are no lock-in contracts, no subscription fees and no sign up fees with Advance, unlike other social media advertising platforms for real estate.


But today, we're super excited to announce our BIGGEST feature release to-date: 

  • NEW - Integrate your CRM to build custom audiences from your contact lists
  • NEW - Retarget people who have attended your open homes (CRM integration required)
  • NEW - Track and measure how many social media users have physically attended an open home after interacting with your campaigns (CRM integration required)
  • COMING SOON - Video campaigns


New Audience Targeting Options

 New Open Home Attendee Tracking (via campaign report) 


How to integrate your CRM with Advance

  1. For advanced audience creation and open home attendee tracking 
  2. These steps can be performed by business admins only. 
  3. Login to your Advance dashboard 
  4. Click "Integrations" in the main menu
  5. Click "Integrate CRM" 
  6. Select your CRM provider
  7. Click "Submit Request"



Our team will then submit the appropriate "integrator request" to your CRM provider based on their requirement. Once the integration is approved and set up, you will be able to start using these new advanced targeting and tracking features. 


Need some help? Email support@stepps.com.au

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