Integrating Birdeye with Box and Dice
Box and Dice CRM is a customer relationship management (CRM) platform tailored specifically for real estate professionals. It focuses on managing client interactions, property listings, and sales processes, with a strong emphasis on automation and analytics. The platform is designed to enhance agent productivity, streamline communication, and provide insights into real estate transactions.
Once Box and Dice is integrated with Birdeye, Birdeye will pull client information from your CRM once daily. Birdeye collects your clients' first names, last names, email addresses, and phone numbers and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for Box and Dice:
Trigger Display Name |
Trigger Description |
Box And Dice Settled Trigger Service |
This trigger is used to fetch settled sales listings and their purchasers and vendors. |
To set up the initial part of the integration with Birdeye, please contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com. After the Birdeye technical support team sets up the initial integration, you can log in to your Birdeye account to complete the integration process.
TO GET AN API KEY:
1. Log in to your Box and Dice account using your credentials.
2. After logging in, navigate to the 'Settings' tab and click on 'Integrations.'
3. Click on 'One-Way Integrations' and then select the 'Enable' button under Birdeye.
4. In the Offices section, select all locations by checking the checkbox.
5. Click on 'Show Token.'
6. A pop-up will appear. Copy the API key by clicking 'Copy to Clipboard.'
HOW TO GET THE BUSINESS DOMAIN:
Provide the domain that has been given to you by Box and Dice.
For reference, ''apidemo.boxdice.com.au'' is the business domain.
HOW TO GET THE OFFICE NAMES:
Log in to your account, navigate to 'Settings', go to 'General', and click on 'Office' to retrieve the office names.