Initiate Conversations and Sync Them to Reapit

This guide will walk you through how to connect WhatsApp conversations to Reapit.

SalesRook Negotiator streamlines your workflow by allowing you to sync WhatsApp messages directly to Reapit CRM, ensuring that all your communications with leads and clients are organized and easily accessible. Whether you're managing existing chats or starting new conversations, this guide will walk you through how to connect WhatsApp conversations to Reapit.

There are two main ways to initiate conversations and link them to Reapit:

1. Syncing ongoing conversations that already exist in WhatsApp.

2. Starting new conversations with contacts directly from Reapit.

Follow the steps below for both methods to ensure your WhatsApp communications are always connected to the right Reapit profile.

Method 1. Syncing Ongoing Conversations

If you have an existing conversation in WhatsApp that you want to link to a Reapit profile, follow these steps:

1. Select the Conversation

   • Open the WhatsApp conversation you want to sync.

   • SalesRook automatically searches your Reapit database and finds profiles that may match.

   
2. Choose the Type of Link

   • At this stage, the conversation is not yet linked to the profile in Reapit.

   • In the dropdown box, select how you want to link the conversation:

     • Applicant

     • Tenancy

     • Contact Card

3. Link the Conversation

   • After selecting the type of link, click on Link to Chat to sync the conversation with their record in Reapit.

   • The chat is now linked and you will see the contact's information displayed in SalesRook:

4. Sync Messages

• SalesRook automatically syncs messages when you open each WhatsApp conversation, but you can also manually sync by clicking the Sync Now button located in the bottom-right corner of the SalesRook panel.

• The sync will copy all new messages exchanged to the selected card in Reapit. No duplicates will happen.

• If you want to change where messages sync to, you can click 'Unlink Contact' in SalesRook and reselect where the chat syncs to:

5. Verify in Reapit

• Open Reapit and navigate to the record your chose (contact/tenancy/applicant).

• You should see the synced WhatsApp chat under WhatsApp Chat Synced by SalesRook.

• Click Show More to view the specific messages, including the test message you sent.

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Method 2. Starting a New Conversation

If the contact isn’t part of an existing conversation in WhatsApp, you can start a new one and link it to Reapit:

1. Find the Contact in Reapit

   • Locate the person you want to chat with in Reapit. In the video example, we use Mr. S Proctor.

2. Copy Their Phone Number

   • Copy the contact’s phone number from Reapit.

3. Start a New Chat in WhatsApp

   • Go back to WhatsApp and SalesRook, then click the blue button in the top-right corner.

   • Paste the phone number into the field and click Start Chat.

4. Sync the New Conversation

   • As WhatsApp initiates the conversation, SalesRook will search your Reapit database and find the corresponding profile.

   • Choose whether to sync the conversation to their Applicant or Contact Card. In this case, choose Applicant.

   • Click on Mr. S Proctor to link the chat to their applicant card.

5. Automatic Sync

   • From now on, every time you return to this chat in WhatsApp, any messages exchanged with this contact will automatically sync with their Reapit profile.

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With these steps, you can easily manage WhatsApp conversations in Reapit, linking new or ongoing chats to profiles and ensuring all messages are stored in the CRM for future reference.