Who are my Skyslope users? R & D project alert!

CRM
1

What’s up, all our Skyslope TM users/fans - I have some news.

@rewalex and I are just kicking off an exploration project in partnership with #skyslope in order to enable the pulling of transactions into the CRM / Deals / Sources via API.

I’ll explain what w’re doing so far (and why) and then I’d love to hear your feedback on what else you would like done in either phase one (the “pull” phase) and then potentially phases 2 and 3

Phase 1: (Pull)

This phase is targeted towards making it easy to automatically populate your closed deals into the REW CRM.

We connect via the Skyslope API and then we can pull standard fields once mapped into the various matching points in REW Deals.

We’re starting with the “must have’s” in a deal (those things which are mandatory in a closed / won deal.)

What we will pull for sure:

Type (buy or sell)
Address:
MLS Number:
Agents (both buy side and sell side)
Sold Price:
Closing date:
Clients’ Emails (used as primary to match with CRM users)
Client names (first and last) (used to match to CRM users)
Clients’ phone numbers (used to match to CRM users)

Since phase one only pulls closed deals, we will always be setting the deal to closed / won.

In addition to the basics, we’d also look to be pulling:

Commissions (total commissions as well as splits)
Original listing price
Sources
Referral Fees paid
Deal description

That’s where we’re at so far: Can you think of anything else you would like “pulled” into REW CRM that maps to one of our existing fields?

Why is this valuable?

For agents: It allows them to track their progress on their deals dashboard and give them some really awesome reporting / stats:

Screenshot 2025-05-15 at 9.25.53 AM
Screenshot 2025-05-15 at 9.25.53 AM2756×746 180 KB

For team leaders and brokers (or agents who run their own system) it enables the massively powerful feature of conversion / ROI tracking by source:

(Screenshot of actual client campaign report)

Screenshot 2025-05-15 at 9.28.13 AM
Screenshot 2025-05-15 at 9.28.13 AM2888×902 230 KB

Imagine you could have smartlists for all of your sources:

PPC
SEO
Realtor dot com
Zillow
Facebook
(Insert any source)

And know exactly (and in real time) what your ROI was for those sources; Not just in the “now” but also historically, going back as far as you have data for.

2

I use Skyslope forms but not the Suite. I this integration would only be for Skyslope suite?

And since we’re talking about the deals/sources API, will it be opened up to Zapier anytime soon? That would be huge!!!

3

While Skyslope is the testing bed (because I use Skyslope for my real estate team and we have a few enterprise customers interested) we would be building it API style, and so you would not be limited to using skyslope - you could integrate with anything that interacts with our API’s

Keep in mind though, this phase is “ingestion” (from somewhere else to us) and so yes you could use Zapier to “import” your deals (from a Google sheet, or other sources of your deals) but you couldn’t “send” data via API outbound (yet) - I need to prioritize ingestion as we’re needing the data to complete the full 360 view of our customers business in the CRM for them (for you) :slight_smile:

4

We use Paperless Pipeline, and if we could automatically import via Zapier as described, that would be pretty nice. Our agents aren’t going to track their deals themselves, and we aren’t going to double-enter into two systems. Seeing their stats in the deals dashboard automatically might spur more backend use.

5

Days on market and sales to list price ratios. Good stats to know for many reasons.

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