Boston Logic Overview

Propertybase Websites, powered by Boston Logic, are specifically built for real estate, packed with SEO features, designed to drive traffic and help you convert more leads directly into your Propertybase account.

Interested creating your own website? Contact your Account Executive or Propertybase Support for more information.

Note: The steps on the "Configuration" tab must be completed prior to using this integration or building reports.

Integration Overview

The partnership between Boston Logic and Propertybase allows users of both systems to build beautiful, powerful real estate websites and then track all website activity inside Propertybase.

The infographic above combined with the table below will explain everything you need to know about the different types of website data that is available within Propertybase and how to view it.

User Logs into Website

When a visitor logs into your website, a Contact record is created inside Propertybase.

Where can I find Contact records?

  • Click the Contacts tab at the top of the screen.
  • Click Recently Viewed and then click All Contacts.
  • Sort by Lead Source.
  • Click on the name of any Contact with a Lead Source of "BostonLogic".

User Performs a Search

When a visitor performs a search on your website, an Inquiry record is created inside Propertybase, without created a "website saved search".

Where can I find Inquiry records?

  • Click the Inquiries tab at the top of the screen.
  • Click Recently Viewed and then click My Active Inquiries.

User Performs a Saved Search

When a visitor performs a search on your website and saves it, an Inquiry record is created inside Propertybase, with a "website saved search".

Where can I find Inquiry records?

  • Click the Inquiries tab at the top of the screen.
  • Click Recently Viewed and then click My Active Inquiries.
  • Sort by Is Website Saved Search.
  • Click the ID of any Inquiry that has "Is Website Saved Search" checked. (This means the Inquiry is a saved search from your website.)

User Contacts an Agent

When a visitor contacts an agent through your website, a Website Listing - Request record is created.

Where can I find Website Listing - Request records?

  • Click the Contacts tab at the top of the screen.
  • Select a Contact that has website activity.
  • Click the Related tab.
  • Scroll down until you see records for Website Listing - Request.

User Sends a Property Through Email

When a visitor sends a property to someone through email, a Website Listing - Shares record is created.

Where can I find Website Listing - Shares records?

  • Click the Contacts tab at the top of the screen.
  • Select a Contact that has website activity.
  • Click the Related tab.
  • Scroll down until you see records for Website Listing - Shares.

User Uses Contact Form

When a visitor uses the standard contact form on your website, a Website Listing - Contact Form record is created.

Where can I find Website Listing - Contact Form records?

  • Click the Contacts tab at the top of the screen.
  • Select a Contact that has website activity.
  • Click the Related tab.
  • Scroll down until you see records for Website Listing - Contact Form.

User Adds a Property Note

When a visitor adds a note to a property, a Website Listing - Note record is created.

Where can I find Website Listing - Note records?

  • Click the Contacts tab at the top of the screen.
  • Select a Contact that has website activity.
  • Click the Related tab.
  • Scroll down until you see records for Website Listing - Notes.

User Visits a Listing Details Page

When a visitor view a listing detail page on your website, a Website Listing - View record is created.

Where can I find Website Listing - View records?

  • Click the Contacts tab at the top of the screen.
  • Select a Contact that has website activity.
  • Click the Related tab.
  • Scroll down until you see records for Website Listing - View.

User Adds a Listing to Favorites

When a visitor adds a listing to his/her favorites, a Website Listing - Favorite record is created.

Where can I find Website Listing - Favorite records?

  • Click the Contacts tab at the top of the screen.
  • Select a Contact that has website activity.
  • Click the Related tab.
  • Scroll down until you see records for Website Listing - Favorites.

For more information about this integration, click the "Integration Settings" tab at the top of this page.

Integration Settings

Once this integration has been installed and configured in your Propertybase account, review the information below to learn more about viewing integration status and syncing users between the two platforms.

  • Click the App Launcher in the top left corner of the screen, then click Control Center.
  • From the Control Center, click Boston Logic Integration.

The following screen allows you to see current statuses for available integration features. Additionally, you can use this screen to sync user data between Propertybase and Boston Logic, as well as sign into Boston Logic directly from Propertybase.

Integration Status

This is where you can view the status of the integration.

Most of the time, these will display as "done". In the rare case that something stops working, check here first.

If you need to reload these statuses, click the "Reload status" button.

 

User Sync

When this integration is installed in your Propertybase account for the first time, this function will be performed by Propertybase Support.

In the future, when you make changes (add, remove, modify, etc.)  to users, you can use this button to sync those changes to your Boston Logic account.

 

Single Sign-On

This feature prevents the need to remember multiple usernames or passwords.

Clicking this button will log you directly into your Boston Logic account from Propertybase!

 

Viewing Logs

In the rare case that something is't working, you can click the "Show Logs" button to view all recent integration activity. This can be helpful for debugging.

 

For more information about this integration, click the "Configuration" tab at the top of this page.

Reporting

In this section, we are going to walk through the steps required to build a custom "website activity" tab that will be displayed on each Contact record. This tab will display a custom report (including visualization) for website views, as well as additional website data for the current contact.

Step One: Building The Report

 

Step Two: Building the "Website Activity" Tab

 

Table of Contents


Configuration

Once this integration has been installed all website activity will immediately begin syncing with your Propertybase account. However, without adding the proper fields to your page layouts - you won't be able to see the data. Watch both of the videos below to learn which fields need to be added to the appropriate page layouts.


Adding related records

 

Customizing related record fields

 

For more information about this integration, click the "FAQs" tab at the top of this page.

FAQs


How do I make changes to my Boston Logic website?

For questions related to managing your Boston Logic website, please visit the Boston Logic Help Center.


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