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REX CRM Integration

The REX CRM integration allows you to connect Properti.AI with your REX account for seamless lead management, audience targeting, listing workflows, and creative automation. Once connected, you can automatically sync leads, build custom Facebook audiences, manage draft or pre-market listings, and enhance your creative templates with property and market data.

Connecting to REX

  1. Go to Apps in Properti.AI.

  2. Select REX and log in using your REX credentials (email and password).

  3. Once authenticated, your Properti.AI account will be connected to REX.

  4. After connecting, you can configure:

    • Lead Syncing (enabled by default)

    • Draft and Pre-Market Listings (enabled by default)

Lead Management

  • All Properti.AI leads automatically sync into REX.

  • Leads include:

    • Contact details

    • Linked listing or appraisal request

    • Assigned agent

  • Leads are tagged with the source Properti for easy CRM tracking.

  • Contacts are created in REX following standard CRM processes.

Syncing Leads from REX

  • Enabled by default: All Properti.AI leads push to REX automatically.

  • Workspace scope: Lead sync is applied per workspace, not per agent.

  • Disabling sync: You can turn it off per workspace if needed.

Troubleshooting Tips:

  • Ensure agent profiles in REX are complete (phone numbers and emails).

  • If leads aren’t appearing, check whether sync is disabled for that workspace.

  • REX does not differentiate ownership if multiple agents share a workspace; leads may appear unassigned.

Audience Building

Use REX data to create custom audiences for Facebook campaigns.

Steps to Build Audiences:

  1. Go to Apps > REX > Create Audience in Properti.AI.

  2. Name your new audience.

  3. Select a saved filter from REX.

Tip for creating saved filters in REX:

  • Go to Contacts in REX.

  • Apply filters (e.g., Smart Categories like “Looking to Buy”).

  • Save and share the filter with your team. Shared filters will appear in Properti.AI.

⚠️ Note: Audiences require sufficient contacts. Filters with very few contacts may not work effectively.

Listing Management

The integration supports syncing special statuses and conditions to enhance property campaign management.

Draft & Pre-Market Listings

  • Use REX tags to push listings into Properti.AI with custom statuses:

    • Draft – appears as draft in Properti.AI

    • Pre-Market – appears as pre-market

Automation Examples:

  • Trigger a “Coming Soon” campaign when a property is tagged Pre-Market.

  • Automatically post when a draft listing updates to Pre-Market.

Extra Features Field

  • The Extra Features field in REX (free-text) can be used in automation triggers and creative templates.

  • Filters are case-insensitive.

Example:

  • Filter: Coming soon

    • Will not trigger for: “Big house in rich suburb, come see the pool.”

    • Will trigger for: “Coming Soon: Big house in rich suburb with pool.”

  • Flexible usage: keywords like pool, prestige, renovated, etc.

  • Works with triggers such as New Listings, Under Offer, Price Changes, and Sold.

Coming Soon Trigger Setup for REX Users

For REX users managing Pre-Market or Coming Soon listings, the automation trigger is configured as follows: 

Screenshot Example:

Rex Trigger

Summary

With the REX CRM integration, you can:

  • Lead Management: Automatically sync leads with contact and listing details.

  • Audience Building: Create Facebook audiences using REX saved filters.

  • Listing Management: Manage draft and pre-market listings, and apply Extra Features filters for automations.