The Knock CRM integration for Realync provides a better user experience, improved data integrity, and automated activity logging when also integrated with Yardi or Entrata. The integration enables the following:
1) When your onsite teams are logged into their Realync dashboard via the mobile app or a computer, they will see a blue “KNOCKLIST” option when scheduling a live video tour or sharing a pre-recorded video with a prospect. This option will allow them to simply select their Knock leads with one click to proceed, instead of having to manually enter their First Name, Last Name, and Email.
2) Realync activities with prospects will be automatically logged on the prospect guest card in Yardi or Entrata if the property has also enabled those Realync Integrations. This allows for automated, standardized documentation of video touring activity, and allows you to pull reports to measure the ROI of Realync (i.e., did a prospect that went through a Realync experience end up submitting an application / signing a lease). The Realync activities logged on the guest card include:
When a live tour or session is scheduled, updated, canceled, and/or completed.
When a pre-recorded video share link is created for a prospect.
*Clicking the collapsible black arrow next to the titles will give your more details!
How to Use the Knock with Pre-Recorded Videos
How to Use the Knock with Pre-Recorded Videos
1) In your Realync dashboard, go to your videos tab and click on the three dots in the corner of the video you want to share.
2) Click “Create Share Link”.
3) Click the “KNOCKLIST” button in the top right corner of the "Prospect Link" section.
4) Search for the Knock lead you are looking for and click "Add".
5) Select “Copy Link” and share your video wherever you like (within Knock, email, text, portal, etc.)!
How to Use the Integration with Live Tours/Live Sessions
How to Use the Integration with Live Tours/Live Sessions
1) In your Realync dashboard go to the Live Tours/Sessions Tab.
2) Click "Schedule a Tour".
3) Instead of entering your prospect’s email address, click “Invite from Knock Leads”.
5) Search/select your preferred Knock contact and then hit “Add.”
6) Finish completing your LT/LS settings and then hit “Schedule.”
Things to note when using the Knock CRM Integration
Things to note when using the Knock CRM Integration
Knock prospects will appear in Realync as they are added/updated in Knock.
Not integrated with Knock yet? Click here for more details then contact integrations@realync.com to get started!
