How to Integrate Contactually Real Estate CRM
If you are using the powerful Contactually real estate CRM, you can now integrate with CallAction to extend CRM functionality.
The Contactually to CallAction integration automatically syncs all leads captured by CallAction directly into the Contactually CRM Activity Feed.
You will quickly build your CRM databank and save hours while eliminating Contactually CRM data-entry.
Some of the other tasks automated with the Contactually API integration.
Review real-time lead intel captured by CallAction in Contactually
Every call and text message communication saved into Contactually CRM
Outbound calls and text messages logged into CRM
Every recorded & transcribed conversation in CallAction pushed into Contactually
Steps to Integrate Contactually via API
The Contactually / CallAction integration is done in two simple steps.
Get you API Key in Contactually
Paste Contactually API key into CallAction Integrations
Let's get started with detailed instructions for each.
Get Your Contactually CRM API Key
Go to Contactually Login
Click on your Initials in top right corner
Click on Settings
Left side, in Features, click on API
Copy the Contactually API key
Next, you will finish up the integration in CallAction.
Integrate Contactually CRM API Key into CallAction
Login to CallAction
Click on your Profile Name in top right
Scroll to Settings section, and click Integrations
Click on Contactually button
Paste your Contactually API key into API field
CallAction is now integrated with Contactually real estate CRM. Only step left is to select which CallAction numbers will integrate with Contactually CRM directly.
Activate Contactually API Integrations on your CallAction Numbers
Login to CallAction
Click on Phone Numbers in top nav bar
Click Manage next to CallAction number you want to integrate
Note: You may have more than 1 CallAction number integrated
Click on Call Settings
Scroll down to Contactually On / Off Toggle
Toggle to "ON"
Repeat as necessary for each CallAction number you want to send data into Contactually Real Estate CRM.
Do You have a Team on Contactually Real Estate CRM?
If you have a real estate team using Contactually CRM you can integrate each CallAction user using the steps above for each individual Contactually API key.
If you are distributing inbound phone calls to your team using the CallAction call broadcast system, every lead claimed by a user is sent directly into their Contactually CRM.
Every users text messages, call transcription and communication is synced automatically saving hours in CRM data-entry time.
Try CallAction / Contactually Integration Free
You can try this CallAction and Contactually API integration for free for 14-days if you are not currently a CallAction user. You can use this CallAction workflow to generate free real estate leads on Craigslist using text for info to see the Contactually and CallAction integration in action.