
Forms Live Case Study: Ray White Cranbourne
Discover how Ray White Cranbourne improved team productivity and reduced costs by integrating Forms Live into their Ailo-powered real estate workflow.
Victorian real estate professionals can now integrate their favourite CRM with Forms Live, making real estate Vic forms easier to manage.
1. Go to the Connections area on Forms Live
2. Click on the Integrator button and choose your CRM
3. This will create a token for you. Double click to copy the token
4. Go to your CRM and navigate to the Integrator section within your CRM
5. Paste in your token and click send. This will set up a workflow to integrate your two accounts. You’ll receive a notification when they’re ready.
Console Cloud
Property Tree
PropertyMe
AgentBox
InspectRE
VaultRE
The Forms Live platform is the leading provider of forms and contracts for the real estate industry around Australia and is owned by Dynamic Methods. It is used by 8,500 real estate agencies and more than 50,000 agents and managers. More than 60 million of our forms have been used since launch in 2005 resulting in more than $100m in property sales per month and a further $80m in property leases per month.
Discover how Ray White Cranbourne improved team productivity and reduced costs by integrating Forms Live into their Ailo-powered real estate workflow.
When digital tools promise to save you time but feel like more work, it’s usually a sign that something is not set up right. Enter Forms Live: your integration superhero.
A great way to speed up your work processes and simplify your digital paperwork is by using our PDF Attachments feature in Forms Live. It’s our unsung hero.