Overview
Currently, you can connect SkySlope to BoldTrail, and the system will display all of your transactions within the Deals tab from the main navigation on the left-hand side.
Important Information to Know
If SkySlope is connected by an Admin, Agents within that entity with a matching email will automatically have access to their SkySlope transactions within the system.
After SkySlope is connected, Agents will be able to see the transactions which they are connected to. The system does this by cross-referencing the Agent's email address.
Pricing
SkySlope has an API usage fee associated with connecting SkySlope to BoldTrail. This fee is $2.55 USD per person. Questions on this? Reach out to our team for support at support@insiderealestate.com
How to Connect SkySlope
1. Visit the Marketplace.
2. Find the SkySlope tile by using the search bar, or scrolling down the list. Click Learn More on the SkySlope tile. This will open a popup with a button to add it to BoldTrail.
3. After clicking 'Add to BoldTrail', enter your Access Key and Secret. You must be a SkySlope Administrator.
For assistance with finding your SkySlope Access Key & Secret, click here.
Finding Your Transactions
After clicking into the Deals tab, you should see all of the transactions you are connected to as an Agent. As an Admin you should see all the transactions for your Agency. The system finds contact info by email address to associate it in different ways.
TIP: Clicking on a transaction name or number within the Transactions tab does NOT bring you into the transaction, this only highlights an overview from the transactions tab.
How to Link Your Transaction to a Specific Contact, Agent, or Lender
You can associate a transaction with a specific Agent, Contact, or Lender.
1. Select the transaction from the list using the checkbox to the left of the transaction name.
2. Use one of the buttons at the top to search for and connect the transaction with that person.
When the search box pops up, begin typing the name of the client, Agent or Lender.
How to Create a Transaction in BoldTrail to Sync to SkySlope
Users can create transactions for SkySlope in two scenarios:
The user used their own credentials to authenticate
The user’s SkySlope Admin used their own credentials to authenticate and the user’s email address matches in BoldTrail and SkySlope
If you meet one of the above qualifications you can create a transaction from the 'Transactions' tab. There, select the '+ Create Transaction' button. Choose the transaction type, add the appropriate information and click 'Create'.
Transaction Statuses in Skyslope
Transaction statuses in Skyslope do impact the status of the contact in BoldTrail if they have a transaction attached to the lead profile. The relation between Skyslope Transaction status and the BoldTrail CRM status is as follows:
Transaction Status in Skyslope | Status in BoldTrail CRM |
Active | Contract |
Archived | Client |
canceledapproved | Client |
canceledpending | Client |
closed | Closed |
expired | Client |
incomplete | Client |
pending | Contract |
How to Disconnect SkySlope After It's Been Set Up
SkySlope can be disconnected by our Support team. If you'd like to disconnect your SkySlope account please reach out to Support using the blue button on the bottom right of your Dashboard.
Frequently Asked Questions
I had SkySlope linked to my account before they began charging for the API fee. I want to keep SkySlope linked - do I need to do anything?
No - if you want to keep your account linked there is no action needed on your part!
I had SkySlope linked to my account before they began charging for the API fee. I DO NOT want to keep SkySlope linked - do I need to do anything?
If you want to unlink your SkySlope account you may request to do so via THIS FORM. Please keep in mind you'll need to do this prior to May 31 to avoid the first June 1 billing charge.
I have BoldTrail BackOffice - does this affect my BackOffice SkySlope link?
No - this applies to BoldTrail Front Office ONLY.
Why isn't the SkySlope tile in my marketplace? It used to be.
At this time the SkySlope tile has been removed. It will be replaced after the first billing of our current users to ensure the best experience possible going forward.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!