🔗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.

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.

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

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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.