GETTING STARTED GUIDE: How to set up a new connection?
Web-based Apto helps real estate professionals manage client relationships, listings, deals, properties, and back office teams. The CRM streamlines the deal lifecycle on a single platform, so you can work on any device, at home, office, or on the road.
Below you'll find detailed information, specifically for Apto integrations:
Supported Apto Integrations
To connect your Apto account, we need your app's subdomain. This you can find in the address bar of your browser as shown on the below screenshot. This will redirect you to the login screen where you will need to provide your login credentials and grant access.
If you already authorized Apto account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- Broker Type (Multi Select)
- Broker Type (Single Select)
- has Record Type
- in Group / Not in Group
- Owned by Me
- Vendor Type
- Do Not Call
- Email Opt Out
- gets Deleted
- Owned by…
- Default fields
- Already existing in the app you sync with
Including your custom fields
[THEN] Supported Actions
- add to Group
- set Record Type to
- update Broker Type (Multi Select)
- update Broker Type (Single Select)
- update Vendor Type
- remove from Group
- set Owner to
- update Do Not Call
- update Email Opt Out
- Update default fields
Update your custom fields
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Apto fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Customizable Field Mapping
You can custom map your Apto Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!