Integrate The Inspection Booking Link Into Your Third-Party Website

If you want to offer prospective tenants the convenience of booking property inspections directly through your own website, PropertyMe Grow CRM makes this possible by allowing you to surface your inspection booking link within any third-party web presence you manage.

Setting this up is a technical process that will require the involvement of your IT person or team. Depending on your website's setup and your agency's preferred approach, the integration can be achieved in one of the following ways: 

• An FTP/XML feed sent from the Listing Portals tab
• Connect via API or an external system trigger using Workflows.

This article walks you through what each method involves so you can determine the right approach for your agency, and work with your IT team to get it up and running.

Via FTP/XML Feed

1. Click the account name in the top left corner (next to the Grow CRM switcher).
2. Click Account Settings.
   
3. On the side menu, click Inspection Bookings.
    
4. Click Third Party Website Integration.
5. Click the field under "How does the external provider receive listings?".
6. Select "FTP/XML Feed - Sent to third party from the listing portals tab" from the dropdown.
   
7. Set up the portal feed (if you haven't done so already).
8. Click Copy Instructions.
   
9. Send the instructions to your developer to action.

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Via API / Sent Using Workflows

1. Click the account name in the top left corner (next to the Grow CRM switcher).
2. Click Account Settings.
   
3. On the side menu, click Inspection Bookings.
    
4. Click Third Party Website Integration.
5. Click the field under "How does the external provider receive listings?".
6. Select "API or sent to external system using Workflows" from the dropdown.
   
7. Ask your external provider to set up an endpoint to receive listing data.
   • They will give you a webhook URL to enter in the workflow.
      
8. Once you receive the webhook URL, click Clone Workflow Template.
   
9. Click Send Webhook.
   
10. Enter the webhook URL in the Webhook URL field.
    
11. Scroll down to the bottom of the slideout.
12. Click Close Slideout.
    
13. In the top right corner, click the toggle against Workflow Status to enable the workflow.
    • The toggle will turn green.
       
14. Click Yes to confirm.
    
15. Click Save and Exit.
    
16. Click Copy Instructions.
    
17. Send the instructions to your developer to action.

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