Portal and lead integration
Route Meta Business lead ads and messages into SortX qualification, nurture and reporting workflows.
SortX turns portal activity into records, tasks and reporting cues your branch can act on.
Meta Business is the connected source or destination for this workflow.
SortX keeps portals context attached to the work item.
SortX keeps website leads context attached to the work item.
SortX keeps applicant register context attached to the work item.
SortX keeps diary context attached to the work item.
SortX keeps vendor reports context attached to the work item.
Meta Business
SortX connects Meta Business to the surrounding records, tasks and approvals your team already uses.
Book a demoEach item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Bring Meta Business enquiries into SortX as matched leads, not loose emails.
Check new enquiries against existing applicants before the branch replies.
Turn viewing intent into diary checks, vendor confirmation tasks and negotiator follow-ups.
Queue listing or campaign updates with the property context attached.
Use returned activity data from Meta Business in vendor and branch reporting when it is exposed.
Group repeat enquiries from the same person so the branch sees one thread.
Route Meta Business lead ads and messages into SortX qualification, nurture and reporting workflows.
Portal enquiries should not sit in a separate inbox. SortX connects the lead, checks the applicant record and prepares a reply, viewing or follow-up for approval.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what Meta Business can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Capture the enquiry and create or match the applicant.
Match: Ask the branch qualification questions in the channel the lead used.
Route: Offer viewing slots when diary and availability data are present.
Review: Feed enquiry and viewing outcomes into vendor updates and branch reporting.
Review workflowsShort answers for setup, sync behaviour and branch control.
No. SortX uses Meta Business as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where Meta Business makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the Meta Business connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.