Connecting Close Master to the other essential platforms and tools your real estate agency uses is key to creating a truly seamless workflow, enabling powerful automation, and ensuring accurate data flow for reporting. The Integrations section within Close Master Settings serves as the central hub for managing these connections. While The Close Agency may handle the initial setup for core integrations, understanding where these connections live and their purpose is important.
Accessing: Navigate to Settings → Integrations.
Sections in this Chapter:
- 17.1 Connecting Core Platforms (Google: GMB/Ads/Calendar, Facebook/Instagram)
- 17.2 Connecting Payment Gateways (Stripe, PayPal, etc. - View Status)
- 17.3 Connecting Ad Platforms & Setting Up Tracking (Recap)
- 17.4 Lead Ad Form Mapping (FB, TikTok, LI)
- 17.5 Other Potential Integrations (QuickBooks, Slack, Zapier/Make - Conceptual)