The Smarter Contact Integration allows you to receive data back from Smarter Contact to update your records in real time. Integration options vary per plan. This integration is available on our Business Plan.

Need to send data from REISift to Smarter Contact? The Outbound integration is currently in beta testing and will be released to all Professional and Business plan accounts soon!
[Beta] Smarter Contact Outbound Integration

You can always export. There is no limit to the amount of records you can export from your REISift account.

To setup the integration, copy the REISift API Key located within the Settings -> Integrations -> Smarter Contact section of your account.

Next, log in to your Smarter Contact account and select Settings -> API. Click the pencil icon on the REISift integration.

Paste the REISift API Key under API Key and click Connect (you can go back in and add the labels after they are created).

Labels are used to send data from Smarter Contact back to REISift. These are customizable and can be set to send property status, phone status, or phone tag.

To create the labels, go to Settings and toggle Edit Label Settings on.

Next, enter the names of the labels you want to create and click Add.

Note: Labels can update custom property statuses. To update a custom status, create the custom status in your REISift account first.

Recommended Labels:

Once the labels are created, navigate back to Settings -> API and click the pencil icon next to the REISift integration.

Property Status labels are the labels you will be using to update Property Status in REISift. Property statuses are customizable in REISift. When updating a custom property status, you will need to create it in your REISift account first. For more on creating custom statuses, please see Custom Statuses Overview

Under Select Labels you want to push to REISift as Property Status, click Add more connections and begin adding the property status labels.

The label name on the left is the label you created in Smarter Contact, the name on the right is the property status it will update in REISift. Default statuses are listed in the drop down menu. To update a custom status, type the name of the status and select create.

Recommended property status labels:

Phone Status Labels are labels you want to update Phone Status in REISift. Phone Status is not customizable.

Select Add more connections and begin adding the phone status labels.

Recommended phone status labels:

Phone Tag Labels are labels you want to update Phone Tags in REISift. Phone Tags are customizable.

Select Add more connections and begin adding the phone tag labels.

Recommended phone tag labels:

From within a contact, click Info and select the labels you want to send. Next, click the Export to CRM icon located towards the top right of the page, and select REISift.

Once the information is successfully sent, you'll see a message located towards the top right of the page stating Exported to REISift.

Note: it may take a moment for the confirmation to appear especially if it is the first one being sent.

You can test the integration by searching for the record in REISift and viewing the Activity log.

To access the Activity log, open the record from the Records page, scroll down below the map and select Activity Log.

Related Trainings:
Custom Statuses Overview
Phone Status Overview

Understanding Phone Tags
[Beta] Smarter Contact Outbound Integration