Property Portals integration
Connect Property Finder workflows with Nexi.
Bring Property Finder inquiries into Nexi with the available customer, source and property context connected to the Lead record.
Property Portals
Property Finder
Capture and connect Property Finder lead workflows.
What Nexi connects
Keep the available provider context connected to the work that follows.
- Portal inquiries
- Lead source context
- Customer details
- Property reference
Main workflows
How the connection fits into Nexi.
- 01
Create or update a Lead from an inquiry
- 02
Preserve Property Finder source context
- 03
Route the Lead through configured rules
- 04
Track response and next actions in Nexi
Setup and connection
Map the available portal inquiry fields.
Setup follows the access and inquiry-delivery options available to the brokerage. Field mapping and a test inquiry are reviewed before activation.
- 01Confirm the inquiry source
- 02Map contact and property fields
- 03Configure routing rules
- 04Validate a test inquiry
Factual capabilities
Defined around the supported connection.
- Structured inquiry capture
- Source attribution
- Property-reference context
- Configured assignment and SLA
Related Nexi modules
Where the connected context can appear.
Availability and exact setup depend on provider access, account permissions and Nexi workspace configuration.
Review the connection
Discuss Property Finder and your Nexi workflow.
We can review your source access, intended data flow and the supported setup for your brokerage.
Book a Demo