CRM Connection — Push Leads from Rescover to Your CRM
Connect HubSpot, Salesforce, Pipedrive, or another CRM so leads found in Rescover sync as contacts/deals automatically — and so the "In CRM" badges across the app actually populate.
Rescover talks to your CRM so the prospects, leads, and properties you find in Rescover end up where your sales workflow already lives. With a connection in place, the "Add to CRM" / "In CRM" badges across the app become live actions and statuses.
Where to set it up
Settings → CRM → CRM Connection.
What you connect
Rescover supports the major CRMs used in real estate and property management:
- HubSpot
- Salesforce
- Pipedrive
- (Plus others — full list on the Settings page)
How the sync works
- You authenticate Rescover with your CRM (OAuth — log in to the CRM through Rescover's connection screen).
- You map Rescover concepts to CRM objects: prospects → CRM contacts, properties → CRM custom objects or deals, etc.
- Configure "Add to CRM" behavior — does it create a new contact, update an existing one, create a deal alongside?
What this enables in Rescover
- Each row in Rental Scout, Custom Targets, and Analysis Requests shows whether the prospect is already in your CRM, with one-click push for new ones.
- Pipeline Settings (under Settings → CRM → Pipeline Settings) let you route different lead types to different pipelines.
- CRM User Mappings tie Rescover users to CRM users, so leads pushed to CRM get the right owner.
Tips
- Map carefully on first setup. The mapping decides whether prospects clutter your contacts or land in their own clean pipeline.
- Use Pipeline Settings to separate lead sources. Don't mix Rental Scout FRBO leads with investor outreach in the same pipeline — they have different sales motions.
- Test with one prospect first. Push a single Rental Scout lead, look at how it lands in your CRM, then adjust the mapping if needed before doing it at volume.