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.
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 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. Test the Sync
To ensure the conversation is properly linked, send a test message in WhatsApp.
You can force sync the conversation by clicking the Sync Now button in SalesRook.
8. 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.
Click to view the message details, including the test message you just sent.
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.
Last updated
