Realestate Crm integration insights
Hey everyone 👋
I’m building out an AI receptionist / lead-response system for Australian real-estate agencies and I’m looking to connect with anyone who’s integrated voice or messaging agents into industry CRMs before (AgentBox, VaultRE, Rex, Box+Dice, etc.).
The stack we’re exploring involves AI voice + WhatsApp + Gmail automations — routing inbound leads straight into the CRM, qualifying, and booking appraisals automatically.
If you’ve done anything similar or have insights on best practices / API gotchas / integration workflows, I’d really appreciate your input or a quick chat.
Mainly curious about:
  • Handling CRM authentication & contact syncing
  • Setting up booking triggers from voice or WhatsApp
  • Any limitations you’ve hit with these Australian CRMs
Happy to trade notes or credit you when we publish our internal build doc 🙌
Thanks in advance —
Jason
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Jason Pholsrirach
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Realestate Crm integration insights
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