Beaufort 12 for real estate
The tools your property team already uses.
Connected to Salesforce.
Connect Dropbox, Mailchimp, Eventbrite, Campaign Monitor and Emma with Salesforce. Bring property enquiries, viewings and client communications together, with less time spent moving data.
From first enquiry to the next move
Trusted by teams across the property industry.
See your connections in action
One new property enquiry.
A more personal welcome.
Follow an open-house registration through a configured Salesforce Flow. Choose a step to see how your agents can make the next conversation more personal.
A new property connection
A first viewing.
A new connection.
Jordan registers for your Riverside open house on Eventbrite. Their attendee record arrives in Salesforce, ready for your property team to follow up.
A welcome that feels relevant
Help them picture
their next move.
With Jordan’s email opt-in recorded, add them to your Buyer enquiries group in Emma and start a configured welcome journey with property details and viewing information.
Hi Jordan, we look forward to showing you around Riverside. Take a look at the floor plans, explore the neighbourhood and find everything you need for your viewing.
The details, together
A place for their
property enquiry.
Create a Dropbox folder linked to Jordan’s Salesforce record, with subfolders for property information, viewing documents and follow-up notes.
A more personal follow-up
The right person.
Already in the loop.
Notify Sam, Jordan’s Salesforce record owner, in Slack. Their agent can see the registration and welcome steps, ready to answer questions before the viewing.
Illustrative workflow with fictional data. Your Salesforce admin configures the flow, Emma journey, connected apps and permissions.
Your next step
Find the right integration for your property team.
Tell us which tools you use for enquiries, client communications and property documents. We’ll help you find a good place to start.
Start where it helps most
One team today.
More connected tomorrow.
Start with property enquiries, viewing follow-up or easier access to documents. Choose the connections that fit your existing Salesforce setup.
Already use one of our integrations? We can help you explore the next connection.






