Build crm workflows between Close CRM and VaultRE on a visual canvas — map fields once and let data flow.
Example: when Close CRM's "Watch Activities" fires, WEXTL can "Add a Property Landlord" in VaultRE. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); VaultRE has 48 actions (including Add a Property Landlord, Add a Property Owner, and Add a Property Purchaser).
Common questions about connecting Close CRM and VaultRE.