LogoLogo
HomeLoginChrome Store
  • πŸš€Introduction to SalesRook
  • πŸ§‘β€πŸ”§SalesRook Negotiator
    • 🏠How to Get Started
      • ⬇️Setup the WhatsApp Business App
        • πŸ“±Installing WhatsApp Business App
        • 🦸Setting Up Your WhatsApp Business Profile
      • πŸ”ŒInstall and Set Up the SalesRook Chrome Extension
      • βš™οΈConfigure WhatsApp & SalesRook to Open Automatically
    • πŸ‘¨β€πŸ’ΌDaily Use
      • πŸ“²Initiate Conversations and Sync Them to Reapit
      • πŸ”—Link a WhatsApp Chat to a Property Card
      • πŸ”§Troubleshooting Issues with WhatsApp Business and SalesRook
      • πŸ“‹Best Practices for Using WhatsApp Business with Property Clients
  • πŸ‘ΎSalesRook Core
    • πŸ‘‹Welcome Letter to Estate Agents
    • πŸ‘©β€πŸ’»How to: Set up your user settings
    • πŸ“…SalesRook Calendar Setup Guide
    • πŸ“¨SalesRook Conversations Tab Guide
    • πŸ’ΈSalesRook Opportunities Guide
    • πŸ›‘How to Turn Off Your AI Persona in SalesRook
    • 🀳How to create WhatsApp Templates in SalesRook
    • πŸ“šHow to: Add to your AI Persona's Knowledge Base
    • 🟒How to Turn Your AI Persona On in SalesRook
    • πŸ’ŒHow to Connect Your Social Media to SalesRook
    • 🏷️How to: Assign a user to a contact
    • πŸ’‘How to: Set up your user availability
    • πŸ›ΈHow to: Install your SalesRook widget
    • πŸ“₯How to: Create an interactive WhatsApp template
    • πŸ“²How to: Import a list of contacts into SalesRook Core
    • πŸ—“οΈHow to Integrate Calendar with SalesRook Core
    • πŸ“’Creating Effective Property Broadcast Messages in WhatsApp Business
  • πŸ†˜Need Help? We're Here for You!
Powered by GitBook
LogoLogo

Legal

  • Privacy
  • Terms

Β© Made by SalesRook Ltd & powered by SalesRook Core Platform // Unit A, Cottonworks House, 111 Seven Sisters Road, London N7 7FN

On this page
  1. SalesRook Negotiator
  2. Daily Use

Link a WhatsApp Chat to a Property Card

Here’s a step-by-step guide to help link a WhatsApp chat to a property card in Reapit, making it easier to track communication related to specific properties.

PreviousInitiate Conversations and Sync Them to ReapitNextTroubleshooting Issues with WhatsApp Business and SalesRook

Last updated 1 month ago

1. Open WhatsApp and SalesRook

  • Ensure both WhatsApp and the SalesRook extension are open in your browser.

2. Select the Conversation to Link

  • In WhatsApp, choose the conversation you want to link. In this video example, we select the conversation with Remi SalesRook.

  • Currently, this conversation is linked to Remi’s applicant card in Reapit.

3. Unlink the Contact

  • To link the conversation to a property instead, click the Unlink Contact button.

  • This will unlink the conversation from the applicant card.

4. Search for the Property

  • To connect the conversation to a property, click the dropdown menu that appears.

  • You can search for the property either by property ID or property address. For this example, we’ll search by property address.

5. Search for the Property Address

  • In the search field, type the address or a keyword from the property name. For instance, enter '79 Sakura' to find properties containing this word.

  • Press Search.

6. Select the Correct Property

  • SalesRook will search the Reapit database for properties matching your search term. In this example, we select 79 Sakura Walk from the list.

  • The conversation is now linked to the property card for this address in Reapit.

7. Verify in Reapit

  • Open Reapit and navigate to the property card for 79 Sakura Walk (example)

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


By following these steps, you can easily manage and sync WhatsApp conversations to specific property cards in Reapit, helping you stay organized and ensure all property-related communication is correctly stored.

πŸ§‘β€πŸ”§
πŸ‘¨β€πŸ’Ό
πŸ”—
If you're speaking with a Vendor, it's highly likely that you will want the conversation to sync to the property card instead of the contact vendor card.