Your REX integration – CoreLogic Property Research

What activity in RiTA will update in the CRM?

Activity	Updates in RiTA	What goes back into the CRM
Call	✅	Creates a Phone Call note on the contact
SMS	✅	Creates a SMS note on the contact
Email	✅	Creates an Email note on the contact
Follow Up	✅	Creates a note on the contact
Appointment	✅	Creates a note on the contact
Note	✅	Creates a note on the contact
Archive	✅	Archives contact
Add/Update property ownership	✅	Creates a note on the contact
Estimated selling dates	✅	Creates a note on the contact
Add/Update buyer requirements	✅	Updates contact's buyer requirements
Buyer timeline	✅	Creates a note on the contact
Add/Update a contact's categories	✅	Updates categories on the contact
Contact data score	✅	❌ - RiTA only
Update contact first & last name	✅	Updates contact details
Update contact primary mobile	✅	Updates contact details
Update contact primary email	✅	Updates contact details
Update secondary phone numbers	❌ - can only view secondary numbers	❌ - Not currently implemented
Update a contacts 'Do Not Call' / 'Do Not SMS' / 'Do Not Email' settings	️⚠️	Updates contact's single Do Not Contact option in REX

When can I expect any updates to data I make in RiTA to be pushed back into the CRM?

Updates will be attempted to sync back to your CRM as soon as possible, however there can be delays so please allow up to 24 hours before contacting us.