Setting up AgentBox for Pitch & Sign

• Steps to integrate on your own
• To connect your AgentBox Account with Realtair Pitch and Sign, follow these steps
  
  

Integrate Agentbox with your Realtair Account, a step-by-step guide for Office Admins.

Agentbox CRM provides agencies with a comprehensive cloud-based software solution.

- Seamlessly populate address and vendor details into Realtair Pitch presentations (including Price Updates, Digital Introductions, and Proposals).

- Effortlessly populate address and vendor details into Realtair Sign documents (excluding SignAnything).

- Import listing details from Agentbox into Realtair Sell, including images and auction dates.

- Generate a record in Agentbox for listings and contacts when no match is found.

To learn more about how your CRM interacts with Realtair, click the link below.

👉 AgentBox CRM

To connect your AgentBox Account with Realtair Pitch and Sign, follow these steps:

1. Begin by sending a friendly email to support@realtair.com to kindly request the integration with AgentBox.

2. Our dedicated Realtair support team will promptly reach out to AgentBox to initiate the integration process.

3. Once the integration has been successfully set up, we will promptly notify you.

Steps to integrate on your own

1. Go to your Dashboard and click on the Black Squares. Then, select Settings and choose Offices.

2. Select your office name and click Settings again.

3. You will then need to select your CRM Provider as AgentBox by clicking the down arrow and selecting AgentBox from the list.

4. Next step is to add in the AgentBox Client ID and the AgentBox API Key AgentBox support supplied you with into the respective fields and scroll down and click the Green button with the words Update Office

5. You will then see a banner across the top in Red that says Sucess and there may be a warning to say that a user's email should match their AgentBox email. Don't worry it has still connected AgentBox for everyone else.

If you need assistance please reach out to our support team at support@realtair.com or contact 1300 367 412 to speak to one of the friendly support team.