Integration Overview

The integration between Propertybase Websites 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.

UserLogs 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 RecentlyViewed and then click All Contacts. Sort by Lead Source. Click on the name of any Contact with a Lead Source of "BostonLogic".
UserPerforms 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 RecentlyViewed 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.)
UserContacts 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.
UserVisits 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.
UserAdds 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 Websites 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!
Agent & Office Sites If you have access to multiple websites, the single sign-on feature will present those options when you click "Log into Websites". Simply select the website you would like to access.
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

• Adding related records
• Customizing related record fields

---

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.

---

What does the Websites Integration do? (Previously Boston Logic Integration)

The Website Integration accesses the Boston Logic platform through SSO from the Propertybase CRM powered by SFDC. Within Boston Logic, users can create and update their website. Once setup, all Lead Activity is syncronized to the Propertybase CRM powered by SFDC.

---

How do I sync Users?

Once you have created users within the Propertybase CRM powered by SFDC, use the "sync users" button in the "Website Integration" section of the Control Center. Learn more.

---

Can I create new Users in Boston Logic?

No, please create users in the Propertybase CRM powered by SFDC.

---

What fields are being synced between Propertybase CRM powered by SFDC with Boston Logic?

User fields.

---

NEW in v1.629: What happens when a Contact Record Owner is changed?

When the contact owner changes:

• the owner of all Inquiries (pba__Request__c) related to Contact is also changed to the new Contact Owner, when Request and the Contact Owner are the same person.
• the owner of a Website activity Record changes to new contact owner. Website Activity Objects: All objects that start with “pba__WebsiteListing”

Record owner changes run asynchronously, so not every owner change is happening rightaway. You will be notified via email if an owner change fails

Note: When Inquiry and Contact Owner are NOT the same person, the Record Owner of the Request will NOT change.

---

What User fields are being synced?

• AboutMe
• City
• Email
• Extension
• Fax
• FirstName
• LastName
• MobilePhone
• Phone
• PostalCode
• State
• Street(Line1)
• Street(Line2)
• Title
• ActiveRainURL
• AutoAssignable
• BlogURL
• Certifications
• DisplayOnWebsite
• DisplayProperties
• FacebookURL
• FaxNumber
• FlickrURL
• FoursquareURL
• GooglePlusURL
• InstagramURL
• LicenseDate
• LicenseNumber
• LicenseNumber2
• LinkedinURL
• MLS1Code
• MLS1Id
• NARRealtor
• PinterestURL
• PlaxoURL
• ProfilePhotoURL
• SpokenLanguagesNames
• TumblrURL
• TwitterURL
• VimeoURL
• WebsiteURL
• YelpURL
• YoutubeURL
• Websites Role

---

What Lead/Contact Data is being syncronized from the Website to Propertybase CRM powered by SFDC?

• AgreedToTerms
• BostonLogicId
• Email
• Financing
• FirstName
• LandingPageURL
• LastActive
• LastName
• LeadSource
• MailingCity
• MailingCountry
• MailingPostalCode
• State
• MailingStreet
• MobilePhone
• OtherPhone
• Phone
• ReferralSource
• Relocating
• SearchTermUsed

---

What Inquiry data is being captured and sent to Propertybase CRM powered by SFDC?

Lead/Contact info above if available plus:

• AcreMax
• Area
• City_pb
• AcreMin
• Address
• Comments
• AdultCommunity
• AgentFirstName
• FullBathrooms_pb_max
• AgentLastName
• BankOwned
• Basement
• BasementType
• FullBathrooms_pb_min
• Beachfront
• BodyOfWater
• Bedrooms_pb_max
• Bedrooms_pb_min
• ListingPrice_pb_max
• BostonLogicId
• BuildingAndDevelopments
• Construction
• ListingPrice_pb_min
• MlsId
• PostalCode_pb
• PropertyType
• SystemIsActive
• TotalArea_pb_max
• ContactName
• CoolingType
• TotalArea_pb_min
• YearBuilt_pb_max
• Counties
• DaysOnMarketMax
• DaysOnMarketMin
• Description
• DevelopmentName
• Dock
• Fireplace
• FlooringType
• Furnished
• GarageSpaceMax
• GarageSpaceMin
• HeatType
• Historic
• HOAFeesMax
• HOAFeesMin
• Keywords
• LeadName
• ListingOffice
• LocationKeywords
• Neighborhoods
• NewConstruction
• ParkingAvailable
• ParkingMin
• PetsAllowed
• Pool
• PropertyStatuses
• PropertySubtypes
• SaturdayOpenHouse
• School
• SchoolAttendanceZones
• SchoolDistricts
• Stories
• StoriesMax
• StoriesMin
• StreetName
• Style
• SubdivisionName
• Subdivisions
• SubType
• SundayOpenHouse
• TaxMax
• TaxMin
• ThisWeekOpenHouse
• UnitsMax
• UnitsMin
• Waterfront
• WaterView
• YearBuilt_pb_min
• Yard

---

Where can I find the Website activity?

The Website activity must be configured at this time. We recommend creating a new tab on the Contact record called "Website Activity". Once created, you can edit the page layout to add additional details to the record.

---

Will Website activity be configured in a TSO?

Yes! The PM team is currently planning to add the Boston Logic package fields to the TSO. We will inform you once it's available.

---

Does anything else need to be configured so I can see my website activity and stats?

Yes. We recommend you configure the Inquiry (Request) Record to ensure the Website fields are mapped properly.

---

How do I distinguish between a Website field name and another?

A Website field name starts with "pba_bl".

---

What "Website Favorite's" fields are captured and sent to Propertybase CRM powered by SFDC?

• Date Created in Boston Logic
• Date Updated in Boston Logic
• MLS ID
• MLS Name
• Address
• Contact
• Boston Logic ID

---

What "Website Listing" fields are captured and sent to Propertybase CRM powered by SFDC?

• Date Created in Boston Logic
• Address
• MLS ID
• MLS Name
• Contact
• Property ID

---

What "Website Notes" fields are captured and sent to Propertybase CRM powered by SFDC?

• Date Created in Boston Logic
• Date Updated in Boston Logic
• MLS ID
• MLS Name
• Address
• Contact
• Note
• Boston Logic ID

---

What "Website Showings" fields are captured and sent to Propertybase CRM powered by SFDC?

• Comments
• Date Created in Boston Logic
• Date Updated in Boston Logic
• Address
• MLS ID
• MLS Name
• Luxury Building Name
• Showing Time
• Contact

---

What "Website Shares" fields are captured and sent to Propertybase CRM powered by SFDC?

• To Name
• To Email
• Date Created in Boston Logic
• Date Updated
• Address
• MLS ID
• MLS Name
• Luxury Building Name
• Contact

---

What "Website Contact" form fields are captured and sent to Propertybase CRM powered by SFDC?

• Logic
• Date Updated
• Agent Name
• Comments
• Office Name
• Contact
• Office ID
• Employee ID
• Employee Name
• Agent