Connect Propstack CRM with BOTTIMMO
Setup explained step by step
Our step-by-step guide will walk you through the process:
💡 Note: Propstack also provides information on setting up the connection in its own help centre (German only).
Things to know about synchronisation
Propstack → BOTTIMMO
After successfully connecting, no data will be transferred between the two systems. The first step is an initial contact sync from Propstack to BOTTIMMO. After this initial sync, new contacts will be synchronised from Propstack to BOTTIMMO on a regular basis.
How does the data get back to Propstack?
You can choose between automatic and manual backsync.
Automatic
All changes to contacts in the BOTTIMMO system and all new contacts generated via BOTTIMMO are automatically imported into Propstack.
Manual
No data is automatically transferred back to Propstack. Each contact can be synchronised individually (on the contact details page) to Propstack. This means more manual effort, but also allows for more data control. This is what the function looks like on the contact details page. It is located in the left-hand column:
Which contacts are synchronised?
⚠️ Please note: Only contacts with GDPR status and ‘may be contacted’ are synchronised.
Why? Your BOTTIMMO system is purely for contacting contacts. If you do not have permission, you cannot legally work with this contact in BOTTIMMO. If the two fields in Propstack are not maintained, you can also edit several contacts at the same time and add the status. Here is a help article from Propstack on this topic: Click here for the article (German only).
In Propstack, each contact can be assigned a status. In the BOTTIMMO CRM settings, each customer can select which contact statuses should be synchronised and which should not.
Can the synchronisation be stopped again?
Yes, at any time – just click the corresponding button in the CRM settings at the bottom right, and you're done.
What happens when synchronisation is stopped?
From that moment on, no more data will be transferred between Propstack and BOTTIMMO. Synchronisation can be stopped and restarted at any time with a single click.