Sure Send Integration

I’m currently working with the team at Sure Send as I’m an exclusive county partner with their Ez Home Search platform. Their team has mentioned that they have started work with REW to integrate with them. Is this true? If so, what is the timeline? Can anyone share some details(if they exist). It would be amazing to be able to integrate all of my current tools/lead sources and have REW be my main place of record/CRM but not miss a step on the Sure Send side.

@Morgan got any insight?

Hey Matt, yes we’re friends with Preston and the crew - looks like they are doing some good work over there!

At REW, we paid for the coding (it’s already done) to test end to end integration (I have it running on my own site) - so if you want an integration, you benefit from not having to pay for any of that coding or testing, you just pay for the engineering time to grab my code (already done) and apply it to your site. (So you pay pennies on the dollar)

A couple of caveats - it’s a third party and they are movign fast, if anything has changed since then, and needs to be resolved by a programmer, that would be on you to pay for since it’s not an “REW product” and of course, if they do anything in the future that breaks your integration, you’ll need programming time to resolve it.

But for sure, we paid for the coding, looks like a cool CRM and does some things REW doesn’t, so it’s a nice compliment.

As for a “timeline” to be in the REW actual backend, we don’t really code third-party applications into our backend as features; instead, we make the API open so that our customers can connect to anything they want - but VERY soon we’ll be launching NEXUS - which will support these kinds of integrations natively using REWPert AI.

Thanks Morgan! Preston is great. What exactly are you sharing with them in the integration? The same as the FUB integration or are there any extra endpoints included?

Also, I’m a little confused at the “we don’t really code third party applications” and “we make the API open” statements. Are you saying that the API is open to anyone but in this case you guys are the ones who coded it and not them who are integrating into the REW API?

I’m saying that I paid for the code myself (on my own REW website) to “test the integration” - but also for you guys, (Pennies on the dollar concept) - now that we’ve done it once, it’s cheaper for you to go ahead and have REW implement it for you since it’s already been done once.

BTW - you could just use AI to code this too :slight_smile: (Not sure how technical you are)

And yes, to answer your question, we have been working on increasing the endpoints in REW’s API (that comes out next quarter, I think is that right @FernandoOrtiz ? - But it’s not specific to Suresend; expanded endpoints are for everyone.

@REW.Michael and I are also working on MCP’s - (him on the REW side me on the REWPert 2.0 side) which will expand the data sending capabilities quite significantly.

@Morgan, gotcha!

I’m pretty technical. I have SureSend’s api documentation from Preston but I don’t have access to REW’s api documentation. There’s the link in the API section of the settings on my site but it’s asking for credentials. I’m not sure I’ve even been given those.

Not a problem (and it’s a bit weird we need to change that)

User: CRM
pass: put in your API key here

Your AM should be able to help you or just ask them to send you a copy of the documentation

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Thanks Morgan! Was able to get in. It’s crm(All lowercase) for anyone trying to access the docs.

Has there been any update in the connection between REW and SureSend?

I have an REW to FollowUpBoss connection that works seamlessly via API + FUB pixel. I’m at a roadblock trying to get REW and SureSend to connect.

@Morgan, you mentioned above that REW was expanding the endpoints and it was slated for the next quarter release which I believe was this recent update. Did we get some new endpoints?

Hey @MattFranklin! That’s correct, we are adding new deal endpoints to our API and enhancing our leads API with a “List all” endpoint. Our marketing team just published a blog post with more details on what’s coming up this quarter in our Fall release!

Thanks Fernando!

I actually read the blog this morning. Good stuff. Is that the only endpoint that’s being added to the leads API?

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That’s right, were you looking for a specific endpoint that our leads API doesn’t currently have?

Absolutely! There isn’t a way to push lead details updates/changes from the outgoing API hooks. Adding tags, notes, logging calls, logging texts, assigning groups, changing email/phone, adding relationships, etc. None of that is in an outbound hook. Unless I’m missing something. So it’s difficult to keep contacts in sync if working in 2 different CRMs.

Q: If you’re using Suresend (instead of REW CRM) wouldn’t all of your tags, calls etc, be created / logged in Suresend? Why would you need REW CRM to push them?

Are you using both CRM’s at the same time?

This question just happens to be in this thread because of your comment about expanding endpoints but it’s not directly related to SureSend specifically.

I’m actually using both CRM’s as I have leads on my site and leads searching on EZ Home Search(which requires SureSend). However, I’m not intermingling all of my leads from one to the other. SureSend keeps their records, REW keeps their records, and the only commingled are my past clients and current client.s That’s because I’m using Sure Send Connect’s seller tools. These tools are their home values, CMA’s, open house, and for my buyers, the review module.

From my perspective, I would like to be able to trigger my API sync tool based on tags. I can trigger all of my other platforms that I have built API integrations with based on tags but REW doesn’t seem to allow that as an outbound option and it’s also not an option in Zapier either. Being able to tag a seller, then have them automatically synched to SureSend and then an automation run on them in SureSend to send out the home valuation tool is pretty nifty. I can obviously link out to that when they are cruising around my site clicking but for people inside of my database already, it could be a nice one click feature. Honestly, it doesn’t have to be tags, it could be groups. However, that’s not an outbound option.

I’m using both tools differently as they both have their strengths and weaknesses. And it’s not just a “hey, this lead hit the site so let’s move them over to SureSend so they can be worked there” kind of flow. It’s a very specific reason they are being sent over there.

I guess the workaround could be that I send every lead over to SureSend using my API function based on form submission and then use a Zapier “lead updated” trigger to update the lead when their information changes. While this doesn’t support tags, it does appear to support groups and I could maybe pass those as tags. I’ll have to test that.