Integrate SweepBright with Retently

Trigger NPS/CSAT surveys after significant interactions like offer submissions or property updates, sync customer profiles to ensure up-to-date contact information, and use feedback scores to improve service quality and client satisfaction in real estate transactions.

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RetentlySweepBright logo

About SweepBright

SweepBright is a software solution designed to manage real estate transactions, offers, leads, and related documents. It includes functionality for tracking offers, interactions, and property updates.

SweepBright logoRetently

SweepBright to Retently

1

Document Requested: Non-Exclusive Agreement

Triggers when a Non-Exclusive Agreement document is requested.
2

Interaction Registered for Lead

Triggers when a new interaction is registered for a lead.
3

Feedback Added to Interaction

Triggers when feedback is added to an interaction.
4

Visit Canceled

Triggers when a visit has been canceled.
5

Visit Updated

Triggers when a visit has been updated.
6

Document Requested: Exclusive Agreement

Triggers when an Exclusive Agreement document is requested.
7

Offer Accepted

Triggers when an Offer is accepted.
8

Offer Canceled

Triggers when an Offer is cancelled.
9

Offer Created

Triggers when an Offer is created.
10

Offer Restored

Triggers when an Offer is restored.
11

Owner Created

Triggers when a new owner is created.
12

Document Requested: Property Folder

Triggers when a Property folder document is requested.
13

Document Requested: Lease or Purchase Agreement

Triggers when a Lease or Purchase Agreement document is requested.
14

Property Created or Updated

Triggers when a property is created or updated.
15

Lead Created

Triggers when a new lead is created.
16

Lead Updated

Triggers when a lead is updated.
17

New Visit Scheduled

Triggers when a new visit has been scheduled.
18

Document Requested: Valuation

Triggers when a valuation document is requested.
19

Document Requested: Property Sheet

Triggers when a Property Sheet document is requested.
20

Offer Archived

Triggers when an Offer is archived.
21

Offer Changed

Triggers when an Offer is changed in any way.
22

Offer Refused

Triggers when an Offer is refused.
23

Offer Updated

Triggers when an Offer is updated.
24

Owner Updated

Triggers when an owner is updated.
25

Property Status Changed

Triggers when property status is changed.
RetentlySweepBright logo

Retently to SweepBright

1

Archive Offer

Archives an existing offer.
2

Cancel Offer

Cancels an existing offer.
3

Create Contact

Creates a new contact in SweepBright.
4

Create Offer

Creates a new offer.
5

Detach Labels From Contact

Detaches labels from a contact.
6

Refuse Offer

Refuses an existing offer.
7

Set Contact Labels

Syncs labels attached to a contact.
8

Find or Create Contact

Finds existing or creates a new contact in SweepBright.
9

Accept Offer

Accepts an existing offer.
10

Attach Labels to Contact

Attaches labels to a contact.
11

Change Property Visibility

Changes the visibility of a property.
12

Create Lead

Creates a new lead in SweepBright.
13

Create Property

Creates a new property in SweepBright.
14

Link Contact to Property

Links a contact to property as buyer or seller.
15

Restore Offer

Restores an existing offer.
16

Update Offer

Updates an existing offer.
17

Get Offer

Gets an offer by ID.

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