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How to Connect Your CRM and Other Tools to roomvu

Learn how to connect your CRM, email marketing platform, or partner tools to roomvu. Import your leads and nurture them with roomvu's marketing tools from one centralized platform. Supports a wide range of CRMs including Follow Up Boss, HubSpot, and more.

Updated over a week ago

roomvu integrates with a wide range of CRM platforms, email marketing tools, and partner services, allowing you to import your leads directly into roomvu and nurture them using our full suite of marketing tools. Instead of managing your contacts across multiple platforms, you can bring everything together in one place and let roomvu handle the marketing side automatically.
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Why integrate your CRM with roomvu?

Your CRM is where your leads live. But having leads in a CRM does not mean they are being marketed to effectively. By connecting your CRM to roomvu, you can automatically import those leads and start nurturing them with personalized video content, email campaigns, and social media marketing, all branded to you. This keeps you top of mind with your contacts without any additional manual effort.
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How to find and connect your CRM

  1. Log in to your roomvu account and click the gear icon in the top right corner to open Settings.

  2. In the left menu, scroll down and click the Integration tab.

  3. In the middle of the page, find the CRM Integration section.

  4. Locate your CRM from the list and click Connect.

  5. Follow the instructions provided for your specific CRM. roomvu has added step by step connection instructions for many of the supported platforms, which you can access by clicking Connect next to your CRM.

Supported CRM Integrations

CRM

Description

Zapier

Streamline your lead generation, capture, and nurturing processes

Wise Agent

Generate leads, build relationships, and close more deals

Bold Trail

Easy to use real estate CRM for customer relations and lead management

Follow Up Boss

Organize and engage leads, collaborate with peers, and close deals

MoxiWorks

Manage leads and transactions, market agents and listings, and grow your business

IXACT

Easy to use web-based real estate CRM and marketing solution

Monday Sales CRM

Collect more leads and enhance their experience

RealGeeks

Real estate lead generation platform connecting agents with serious buyers and sellers

Lofty

Versatile CRM, listing manager, and transaction management system

CINC

All-in-one real estate lead generation and CRM platform

HighLevel

Sync roomvu leads to your HighLevel pipeline with a secure OAuth connection

HubSpot

All-in-one real estate lead generation and CRM platform

Zoho

CRM software for managing sales, marketing, and customer support in a single system

RealtyJuggler

Real estate CRM software to turn leads into deals

AgentLocator

CRM system to manage real estate leads through their entire lifecycle

Cloze

CRM software for managing your business in a single system

Constant Contact

All-in-one marketing platform specialized in email marketing

Do not see your CRM on the list? Click Other at the bottom of the CRM Integration section and send us a request. We are continuously expanding our integrations based on user feedback.

Email Marketing Integrations

In addition to CRM connections, roomvu also integrates with email marketing platforms to help you reach your contacts more effectively:

Platform

Description

Constant Contact

All-in-one marketing platform specialized in email marketing

Mailchimp

Connect your Mailchimp account to sync and email your contacts

Partner Integrations

roomvu also works with a selection of trusted partner companies that complement your marketing and business operations:

Partner

Category

Description

Constant Contact

Marketing / Automation

Seamlessly sync contacts and nurture leads with email and more. 30% off first 3 months

Wise Agent

CRM / Automation

Generate leads, build relationships, and close more deals

MoxiWorks

CRM / Marketing / Automation

Manage leads, transactions, and listings and grow your business

Proptexx

Leads / AI Solution

Give listing viewers the power to transform a property into their future home

Trackxi

CRM / Deal Tracker**

Deal tracker that streamlines workflow from client contact to closing. 10% off

OnTrack Agent

Education / Training

Stay updated with inspiring trainers and connect with aspiring agents

Hiveologie

E-learning / Education

Practical real estate workshops that lead to profitable business transformation

Things to keep in mind

  • Each CRM has its own connection process. roomvu provides instructions for many of the supported platforms directly within the Connect flow.

  • If you are using a CRM that is not listed, submit a request through the Other option and our team will look into adding it.

  • For help with a specific CRM connection, reach out through a support session and our team will walk you through it.

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