Integrations
Manage the systems used by the prospecting workflow.
Approved property data feed
Authorisation pendingProvides new property listings and listing-status changes.
Data required
- Address
- Property type
- Bedrooms
- Bathrooms
- Listing date
- Current status
- Under-offer status
LockedOn CRM
API access pendingCreates and updates approved owner contacts.
Required functions
- Search existing contacts
- Create contacts
- Update contacts
- Add groups or tags
- Create tasks
- Start nurture plans
Google Sheets
Demo connectedReceives owner research data and sends it into AI validation.
Demo scope
- Owner research sheet
- Automatic import into validation
Email notifications
Demo connectedSends under-offer and owner-research alerts to Andrew.
Demo scope
- Under-offer alerts
- Owner research reminders
SMS provider
OptionalSends approved nurture communications.
Optional scope
- Outbound nurture messages
- Reply capture
Integration health
- Google SheetsOperational
- Email alertsOperational
- Property feedAwaiting approval
- LockedOnAwaiting API credentials
- SMSNot configured
The dashboard is ready for live deployment once the authorised property data source and LockedOn access are confirmed.