Integrate with InSiteLogic

Summary

Learn how to enable the InSiteLogic API integration and use it to automatically generate contacts and assign project categories in Box+Dice.

This article covers:

• About the InSiteLogic integration
• Enable the integration

About the InSiteLogic integration

This integration allows project and buyer information collected in InSiteLogic to automatically create contacts and assign categories in Box+Dice. It removes manual data entry and ensures marketing lists remain accurate and up-to-date.

How it works:

• A new contact is created in Box+Dice when a matching record doesn’t already exist
• Existing contacts are recognised using name + email or name + phone number
• If a contact exists but their email or mobile field in Box+Dice is blank, InSiteLogic can populate it
• Each contact is assigned a Category based on the pr oject name (e.g. The Palms)
• The default consultant you select is recorded as the creator of the contact and the owner of the assigned category

Enable the integration

To integrate with InSite Logic:

• Go to: Settings > Integrations > One-way Integrations
• Locate and click the InSiteLogic tile
• Click the Configure tab
• Select a default consultant

• Click Save
• Click the Offices tab
• Tick the checkbox next to each office you want to allow access

• Tick and confirm that you acknowledge and accept the data-sharing terms and conditions

• Click Show token to view your token

• Click Copy to clipboard

• Provide this token to the InSiteLogic support team so they can complete the configuration on their side

Once enabled, the integration will immediately begin creating contacts and assigning project categories in Box+Dice based on the data received from InSiteLogic.