CRM Integration - Compass: New Compass Integration Available (Presence™)

How to Connect the Compass CRM to an Account

Please note, this Integration is only available for Compass agents. Upon setting up this integration your Luxury Presence account will be connected to the Compass CRM. After successfully connecting your account to the Compass CRM, any leads/contacts will also be sent to your CRM account.

1. Upon logging in to the Luxury Presence dashboard, click on your initials on the bottom left.  
2. Click CRM Integrations
3. Click "Add New"
4. Fill out the "Add New Integration" form
   1. Name the integration
   2. Select "Compass CRM"
   3. Enter your Compass email
5. Click "Save" 
6. Your Compass CRM is now connected!

What are the benefits of connecting my Compass CRM account?

Connecting your Compass CRM account will automatically add any new leads or contacts sourced from your Luxury Presence website to your CRM. 

 

Can I use my personal email when setting up the integration?

No, your Compass email is required. This is how the system connects your Luxury Presence account to your Compass CRM account.