Website and event leads enter AIRES first.
Forms, curated listing clicks, registration visitors, agent pages, and campaign sources arrive with the context a CRM usually misses.
CRM, API, and export strategy
Keep your CRM. Fix what happens before the lead gets there.
AIRES sits between the public website and the brokerage sales stack. It captures richer context, routes ownership, proves follow-up, then hands clean records to the CRM, spreadsheet, or API workflow the team already uses.
01 Capture
02 Normalize
03 Route
04 Export
05 Sync
The handoff model
Your brokerage turns website activity into CRM-ready records.
Most real estate CRMs are only as good as the data they receive. AIRES captures the context first, then decides whether the next step should be export, webhook delivery, API sync, or a broker accountability report.
AIRES cleans the record before handoff.
The Hub stores source, project, intent, assignee, journey summary, task state, and routing history so exports and sync jobs are useful instead of messy.
Ownership is decided before the CRM receives it.
Project rules, manual overrides, agent-on-duty logic, and fallback owners determine who is responsible for follow-up.
Send the right payload to the right system.
CSV exports, saved presets, webhook destinations, Follow Up Boss-style payloads, and HubSpot-friendly layouts give teams a practical path into existing tools.
What AIRES keeps
The Hub preserves the context the CRM usually loses.
- Visitor journey and source context before the form was submitted.
- Project, listing, community, registration event, and campaign identifiers.
- Assigned agent, team, fallback owner, and routing history.
- Smart List state, first-contact risk, overdue tasks, and status changes.
- Broker-friendly AI summary and recommended next step.
- Delivery logs, retry state, export presets, and CRM handoff history.
Integration paths
Start simple, then automate the parts that prove valuable.
CSV Export
Best for: Brokerages that still work from spreadsheets or need a simple weekly handoff.
Filtered exports can include source, project, agent, AI summary, task context, and current status.
Saved Export Presets
Best for: Teams that need different files for broker review, Follow Up Boss, HubSpot, or leadership reporting.
Column layouts can be reused so Monday reports and CRM-ready files do not need to be rebuilt every time.
Webhook/API Handoff
Best for: Teams ready to connect AIRES to an existing CRM, automation tool, or business system.
Your operations team can queue delivery jobs, validate payloads, retry failures, and preserve delivery history for review.
Migration Import
Best for: Brokerages moving old spreadsheet or CRM exports into a cleaner operating workflow.
Dry-run import, mapping, duplicate handling, audit CSVs, and rollback support make onboarding less risky.
Works with the current stack
Your team can hand off to familiar brokerage systems.
Follow Up BossHubSpotSalesforce-style CRMsGoogle SheetsAirtableZapier or MakeBrokerage data warehousesCustom API endpoints
Start with export, then automate
The cleanest first-client path is usually CSV/export plus a broker dashboard. Once the fields are confirmed, the same data can be pushed by webhook or API.
Use the CRM as the system of record when needed
Your brokerage does not need to replace its CRM. The launch workflow can sit in front of it as the website, routing, registration, and accountability layer.
Keep credentials out of the public site
Production CRM tokens should live in secure server-side configuration, not in page markup or client-facing settings.
CRM readiness checklist
What a brokerage should bring to the first handoff conversation.
The first integration milestone should be practical and verifiable. Your team can begin with export, then move into automated sync once the field map, owner rules, and credential path are clear.
See the safe sample pilot pathCRM name, account owner, API/webhook availability, and whether the brokerage can export contacts or leads today.
Name, email, phone, lead source, project/listing, assigned agent, status, notes, tags, timeline, and any required custom fields.
Who should receive buyer, seller, listing, registration, and fallback leads before AIRES sends the record downstream.
Decide whether launch starts with filtered CSV, saved export preset, manual CRM sync, or a webhook/API destination.
Confirm who can create API keys or webhook tokens, then keep those credentials outside public pages and screenshots.
Pick a first report: new leads, unassigned leads, stale follow-up, source quality, event visitors, or CRM handoff history.
First launch CRM path
Choose the smallest handoff that proves value.
Your brokerage does not need to force every launch into the same integration on day one. The best path depends on CRM access, approval process, and how quickly the team needs a working launch.
CSV export plus broker dashboard
Use this when the client needs to see value quickly, the CRM access path is unclear, or the team wants to approve field mapping before automation.
Saved export presets and queued handoff jobs
Use this when different teams need different layouts, such as broker review, agent follow-up, Follow Up Boss import, or HubSpot import.
Webhook/API destination with delivery logs
Use this after the client confirms required fields, endpoint credentials, failure handling, and who owns exceptions.
Discovery prompts
Questions to answer before API work begins.
- Which CRM or spreadsheet does the brokerage use today?
- Can the team export a sample lead/contact CSV from that system?
- Which fields must be present before a lead is considered usable?
- Should AIRES or the existing CRM decide the assigned agent?
- What should happen when a sync fails or a required field is missing?
- Who needs to receive the weekly broker accountability export?
Plan your first CRM handoff
Show us the fields your team already uses.
The first integration conversation should be practical: current CRM, required fields, who owns follow-up, and whether the first milestone is export, webhook, or API sync.
CSV exports Webhook delivery Follow Up Boss HubSpot API sync