Integrating Birdeye with Reapit
Reapit is a cloud-based CRM designed for estate and letting agencies to efficiently manage sales, lettings, and client communication.
With this integration, businesses can:
- Collect Reviews - Automatically request and manage patient reviews to build trust and improve online reputation.
- Generate Referrals - Encourage satisfied patients to refer others, driving growth.
- Send Surveys - Gather valuable feedback to enhance patient experience and service quality.
- Stay connected - Engage with customers via messaging, web chat, or even mass texting, all in one place.
Supported Integration Triggers for Reapit Integration:
- Property Sold - Activate this trigger to automatically add the contact details of buyers in Birdeye when a property is marked as sold in Reapit.
- New Customer Added - Activate this trigger to automatically add new and existing customer contact details from Reapit to Birdeye.
- Work Order Status Updated - Activate this trigger to automatically add customer contact details to Birdeye when a work order in Reapit updates to a status configured in Birdeye.
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Appointment Status Updated - Activate this trigger to automatically add customer contact details to Birdeye when an appointment in Reapit updates to a status configured in Birdeye.
Navigating to Reapit CRM
Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select Reapit CRM to connect. The screen provides integration benefits, pricing, and details on compatibility. Clicking the 'View Setup Guide' tab will redirect you to this article for detailed step-by-step instructions.
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HOW TO CONNECT
Step 1: Add Customer ID
Enter the Customer ID in the text box and click Next.
Handy tip: If you want to integrate more than one Reapit account with Birdeye, click 'Add more Reapit Customer ID.' Small business (SMB)customers who have purchased only one Birdeye location cannot integrate more than one account.
HOW TO FIND REAPIT CUSTOMER ID?
Users can locate their Customer ID via the AppMarket inside AgencyCloud:
- Log into your Reapit account using your credentials.
- Within Account/AgencyCloud, click on Apps and select Browse.
- Click on the profile icon (located at the top right) and select Profile.
- The Customer ID (customer code) will be displayed under Your Details.
NOTE:
Copy the customer code and share it with the CSM.
Step 2: Map Locations
After authorizing the CRM, you can now map locations.
IMPORTANT:
- Enterprise customers with one or more locations must map their Reapit location identifier.
- SMB customers with a single location can skip this step.
If you’ve integrated multiple Reapit accounts, map each account to its corresponding Birdeye location, then map the respective Reapit office ID. Contacts will sync from Reapit to the respective Birdeye locations based on the mapped account & respective office ID. If only one Reapit account is integrated, the Account Name column will not appear.
Handy Tip: If a location identifier is missing for businesses with multiple Birdeye locations, refer to this article.
Once mapped, click 'Next' to continue.
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Step 3: Select Triggers
Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Next.'
A few more steps are needed to enable appointment and work order status updates from the Reapit trigger.
Select the work order status from the drop-down arrow. Click 'Next.'
Select the appointment status from the drop-down arrow. Click 'Done.'
A toast message will appear on the screen saying, 'Reapit successfully connected.' You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns by clicking the 'Go to Campaigns' option or skipping it.
If you have any further questions, please contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com.