Connect salesoptima and IDX Leads to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for salesoptima
Choose an Action
Automatically do this!
- Request a new Action for IDX Leads
Integrate salesoptima with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your salesoptima and IDX Leads accounts to viaSocket. Once connected, you can set up a workflow where an event in salesoptima triggers actions in IDX Leads (or vice versa).
Absolutely. You can customize how salesoptima data is recorded in IDX Leads. This includes choosing which data fields go into which fields of IDX Leads, setting up custom formats, and filtering out unwanted information.
The data sync between salesoptima and IDX Leads typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between salesoptima and IDX Leads. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
Learn MoreAbout IDX Leads
IDX Leads is a system for real estate lead capture. Leverage your MLS/IDX listings to collect qualified leads from high quality traffic.
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