For platforms, brokerages and agencies
Automate lead intake, inboxes and CRM sync for every agent you serve.
A lead inbox, mailbox and CRM sync per agent on hosted pages, and a roster sheet that routes and enriches every lead.
Google SheetsEnrich every lead from a spreadsheetFree tier on every product. No card. 25 team members on Business.
Harbor Realty
4 of 38 agents shown
| Agent | Lead inbox | Mailbox | CRM |
|---|---|---|---|
| Dana RuizMiami Beach | Receiving | Connected | Synced |
| Luis PereiraBrickell | Receiving | Connected | Syncing |
| Sam OseiCoral Gables | Receiving | Invite sent | Synced |
| Kim AlvarezBrickell | Receiving | Connected | Invite sent |
Jobs it does
The workflow your team runs by hand today
Onboarding, intake, routing and sync, automated per agent or client. Each job names the product that does it.
Onboard an agent without a support call
Send a mailbox connect link and a CRM invite. The agent signs in with Google or Microsoft and pastes their CRM key, without a SyncYak login, and shows as connected.
Give every agent or client their own lead inbox
An inbox per agent, office or client, on your own domain ([email protected]), with the portal templates added in one click.
Done with: Parse
Route every lead to the right person
A Google Sheets lookup adds the agent by zip code, listing or source, then the lead goes to their sheet, a Zap, or your webhook.
Done with: Parse
Centralize every agent’s CRM in one database
Each agent’s Follow Up Boss, Lofty or KW Command syncs into your database, in shared tables or one per connection. Enrichment is written back to Follow Up Boss, Lofty, HighLevel and Cloze.
Done with: CRM
Build it into your own product
Everything in the dashboard is an API: create inboxes, connect mailboxes, read deliveries, send email, and receive signed webhooks. Errors in your own app go to Cloud Logging.
Done with: MailParseCloud Logging
How it works
Roll out in three steps
Set up your account once
Register your Google and Microsoft apps for the mailbox connect page, verify your domain for lead inboxes, and invite your team with roles.
Connect your agents or clients
Send connect links and CRM invites from the dashboard, or create them from your own onboarding through the API.
Let the workflow run
Leads are parsed, routed and delivered to sheets, Zaps or your webhooks; CRMs sync on schedule; follow-ups go out from each agent’s address.
Before and after
What changes for your operations team
Onboarding, intake and data, before and after.
Example situations, to show how the products fit a working day.
CRM enrichment
Your sheet or your database becomes your CRM’s enrichment engine
Write scores, segments and flags into a table in your own Postgres or MySQL, from SQL, a scheduled job or a scoring model. Whenever a row is inserted or changed, SyncYak writes it into the matching lead in Follow Up Boss, Lofty, HighLevel or Cloze.
Your leads land in your database
Every CRM lead syncs into to_syncyak_acme_people, one row per lead with its CRM id, plus a typed _flat view.
Map each column to a field
Write values into from_syncyak_acme_people, keyed by the same id, and map each column to a CRM field. Missing fields are created.
Update a row, the CRM follows
Only inserted or changed rows are written, at your plan’s pace. An empty value never clears a CRM field.
insert into from_syncyak_acme_people
(id, lead_score, persona, pre_approved)
values ('4821', 87, 'First-time buyer', true)
on conflict (id) do update set
lead_score = excluded.lead_score,
persona = excluded.persona,
pre_approved = excluded.pre_approved;Included from CRM Hobby, $29 a month.
| id | name | stage | _synced_at |
|---|---|---|---|
| 4817 | Tom Becker | Showing | 10:52 |
| 4821 | Maria Gonzalez | Lead | 11:03 |
| id | lead_score | persona | pre_approved |
|---|---|---|---|
| 4817 | 62 | Upsizer | false |
| 4821 | 87 | First-time buyer | true |
lead_scoreLead scorepersonaPersonapre_approvedPre-approved
Maria Gonzalez
Follow Up Boss · lead 4821
Custom fields
- Lead score
- 87
- Pre-approved
- Yes
- Persona
- First-time buyer
Updated from your database
And for every new lead
Enrich incoming leads before they reach you
Parse matches each new lead by email, phone, zip code or listing to a row of your sheet and adds its columns, such as the agent who owns it or the campaign it came from, before it goes to Zapier, your sheet or your webhook.
Included from Parse Hobby, $9 a month.
How Parse lookups workParsed from the email
- full_name
- Maria Gonzalez
- property_zip_code
- 33139
Your “Territories” sheet · Google Sheets
| Zip | Agent | Phone |
|---|---|---|
| 33131 | Luis P. | (305) 555-0161 |
| 33139 | Dana R. | (305) 555-0123 |
| 33140 | Sam O. | (305) 555-0199 |
Delivered with the lead
- agent_name
- Dana R.
- agent_phone
- (305) 555-0123
Your team and your clients
Seats, roles and one bill for everyone
Invite colleagues with a role (owner, admin, developer or viewer) and the products they may open. Billing stays with owners, keys with engineers.
- 2 team members on Free, 5 on Hobby, 10 on Pro, 25 on Business, no cap on Enterprise
- API keys limited to the products a service needs
- One invoice for every product, through Stripe
- Enterprise: custom limits, volume pricing and invoicing
Pricing
Business tiers for a brokerage, Enterprise for a platform
Business covers 250 mailboxes, 25,000 lead emails a month and 25 team members. Past that, Enterprise sets custom limits and volume pricing, from $299 a month per product.
Questions platforms and brokerages ask
Something else? Write to [email protected] and a person answers.
Can my Google Sheet update my CRM?
Yes. Keep one row per lead, matched on the CRM lead id, and map each column header to a CRM custom field: a lead score, a tag, a persona, pre-approval status, open-house notes. Whenever a row is added or changed, SyncYak writes the values into the lead. A starter sheet fills the ids in for you. Included from CRM Hobby.
Is it white-label?
Where your clients look, it carries your name: the Google and Microsoft consent screens show your own apps, lead inboxes can live on your domain, and CRM invites name your account. The hosted pages themselves are served by SyncYak.
Do agents need a SyncYak login?
No. Mailbox connect pages and CRM invite links work without one. Only your team signs in to the dashboard.
How do we keep each client’s data apart?
Give each client their own inbox and connection, name CRM tables per client, and limit API keys and team members to the products they need. For full separation, use one SyncYak account per client.
What does it cost for a large team?
Business covers 250 mailboxes, 25,000 lead emails a month and 25 team members. Past that, Enterprise sets custom limits and volume pricing, from $299 a month per product.
Can we get invoicing and custom limits?
Yes, on Enterprise: custom limits, volume pricing and invoicing per product. Start on any tier while you build; your settings stay as they are when the plan changes.
Automate the intake for your first office this week
Start free with all five products, connect a handful of agents, and talk to us when you are ready to roll out to everyone.
Free tier on every product. No card.