Your Box&Dice Integration – CoreLogic NZ

What activity in RiTA will update in the CRM?

Activity	Can I create/update in RiTA?	What goes back into the CRM?
Call	✅	Creates a note on the contact
SMS	✅	Creates a note on the contact
Email	✅	Creates a 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	Note: requires an 'archived' category available in your CRM to work.	Archives the contact Note: requires an 'archived' category available in your CRM to work.
Add/Update property ownership	✅	Creates a note on the contact
Estimated selling dates	✅	Creates a note on the contact
Add/Update buyer requirements	❌- can only view details	❌
Buyer timeline	✅	❌
Add/Update a contact's categories	✅	✅
Contact data score	✅	❌- RiTA only
Update contact first & last name	❌- can only view details	❌
Update contact primary mobile	✅	Updates contact's details
Update contact primary email	✅	Updates contact's details
Update secondary phone numbers	❌- can only view secondary numbers	❌
Update a contacts 'Do Not Call' / 'No Spam' preference	Do No Call❌ No Spam✅	Updates 'Spam' flag on contact

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

RiTA will attempt to update data in your CRM as soon as possible, however, this will be dictated by limitations on your CRM's API side, amongst other factors.

To err on the side of caution, allow up to an hour for updates in RiTA to sync back to your CRM.

If you are not seeing updates from RiTA in your CRM within the next 12-24 hours, please contact support via the in-app live chat, or email us.