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Integrations

Our platform features a dedicated menu for managing all integrations, providing an easy setup process for seamless connectivity.

Real Scout v1

Real Scout home search platform that allows realtors to collaborate with their clients around home searches.

realscout

Follow Up Boss (FUB)

Integrating Follow Up Boss with lead sources and tracking pixels enables automatic lead capture and detailed visitor tracking, pixels track interactions for better retargeting and conversion insights.

followUpBoss

To ensure smooth data integration, please use the naming conventions specified by here .

Honely

Honely.com is a third-party application that provides market reports for the next three years.

honely

Google Analytics/GTM

Both CF7 and IHF is being tracked

Step 1: Create Data Layer Variables

Step 1. Navigate to GTM → Variables → Click New.

Step 2. Choose Data Layer Variable.

Step 3. Set the Variable Name (matching the data layer keys exactly).

Step 4. Repeat for each:

  • event_from
  • form_id
  • form_title
  • gbraid
  • gclid
  • utm_campaign
  • utm_content
  • utm_medium
  • utm_source
  • utm_term
  • wbraid

Step 5. Save each variable.

✅ Refinement:

  • Use a naming convention like DLV – event_from to clearly differentiate them.
  • Ensure your site pushes these values into the Data Layer before the event fires.

Step 2: Create a Trigger

Step 1. Navigate to GTM → Triggers → Click New.

Step 2. Name it "Form Submissions – AIOS".

Step 3. Trigger Type: Custom Event.

Step 4. Event Name: form_submission.

Step 5. Trigger Fires on: Some Custom Events.

Step 6. Condition:

  • event_from contains "AIOS Submission".

Step 7. Save the trigger.

✅ Refinement:

  • If your event names are inconsistent, use RegEx Matching (matches RegEx) to cover variations.
  • Validate that event_from is being pushed correctly into the data layer.

Step 3: Create a GA4 Event Tag

Step 1. Navigate to GTM → Tags → Click New.

Step 2. Choose Google Analytics: GA4 Event.

Step 3. Set the Measurement ID (or use a constant variable like {{GA4 Measurement ID}}).

Step 4. Event Name: form_submission.

Step 5. Add Event Parameters:

ParameterValue
event_from{{DLV – event_from}}
form_id{{DLV – form_id}}
form_title{{DLV – form_title}}
gbraid{{DLV – gbraid}}
gclid{{DLV – gclid}}
utm_campaign{{DLV – utm_campaign}}
utm_content{{DLV – utm_content}}
utm_medium{{DLV – utm_medium}}
utm_source{{DLV – utm_source}}
utm_term{{DLV – utm_term}}
wbraid{{DLV – wbraid}}

You only need to include the necessary parameters; just pick what’s relevant. The event_from parameter specifies whether the form originates from Contact Form 7 or iHomeFinder.

Step 6. Triggering: Select "Form Submissions – AIOS" trigger.

Step 7. Save the tag.

✅ Refinement:

  • Use Google’s recommended naming conventions for consistency.
  • If missing values exist, use custom JavaScript variables to return "undefined" instead of empty strings.
  • Add a debug mode flag (e.g., debug_mode: true) to track this event more easily in GA4 DebugView.

Step 4: Testing & Debugging

Before publishing, test your setup to confirm events fire correctly.

1️⃣ GTM Preview Mode

Step 1. Click Preview in GTM.

Step 2. Submit a form and inspect the Tag Assistant output.

Step 3. Confirm:

  • The Custom Event (form_submission) is triggered.
  • The GA4 Event fires with all expected parameters.

2️⃣ GA4 DebugView

Step 1. Open Google Analytics 4.

Step 2. Go to Admin → DebugView.

Step 3. Verify the form_submission event appears with all parameters.

3️⃣ Realtime Reports

Step 1. Navigate to GA4 → Reports → Realtime.

Step 2. Submit a form and check if form_submission appears.

✅ Refinement:

  • If an event doesn’t show, confirm the Data Layer is populated before the tag fires.
  • Use Google Tag Assistant or GA DebugView to track missing values.
  • If UTM values are missing, check if they’re passed via the URL and stored correctly.

Step 5: Publish & Monitor

Once confirmed:

Step 1. Submit & Publish the GTM container.

Step 2. Monitor GA4 reports to ensure accurate data collection.

Step 3. Set up GA4 Custom Reports or Looker Studio dashboards for better tracking.

Here’s how to Append URL Parameters to All Internal Links in JavaScript

javascript
document.addEventListener("DOMContentLoaded", function () {
    const currentParams = new URLSearchParams(window.location.search);
 
    // Exit if no parameters exist
    if (!currentParams.toString()) return;
 
    document.querySelectorAll("a").forEach(link => {
        const url = new URL(link.href, window.location.origin);
 
        // Skip if the URL contains "{{" or "%7D%7D" templating placeholder
        if (link.href.includes('{{') || link.href.includes('%7D%7D')) return;
 
        // Check if the link is internal
        if (url.origin === window.location.origin) {
            // Merge existing parameters with the new ones
            currentParams.forEach((value, key) => {
                url.searchParams.set(key, value);
            });
 
            link.href = url.toString();
        }
    });
});
php
function add_ads_linking_body_className($classNamees) {
    $page_ids = [123, 456, 789]; // Page IDs
    $page_slugs = ['about-us', 'contact', 'services']; // Page Slugs
 
    if (is_page($page_ids) || is_page($page_slugs)) {
        $classNamees[] = 'aios-ads-linking';
    }
    return $classNamees;
}
add_filter('body_className', 'add_ads_linking_body_className');

How It Works:

✅ Supports multiple page IDs or slugs
✅ Adds "aios-ads-linking" className only on the specified pages
✅ Works with CSS or JavaScript targeting

Mailchimp

Here’s a step-by-step guide for integrating Mailchimp and retrieving both your API Key and Audience ID:

How to Get Your Mailchimp API Key

Log in to Mailchimp:

Go to https://mailchimp.com  and log into your account.

  • Click your profile icon (bottom left corner).
  • Go to Account & billing.
  • Click the Extras dropdown.
  • Select API keys.

Create an API Key:

  • Scroll to the “Your API keys” section.
  • Click Create A Key.
  • Give it a label (optional, for your reference).
  • Copy the key. (Keep it secure — treat it like a password.)

How to Find Your Mailchimp Audience ID (List ID)

Go to the Audience Dashboard:

  • From the left sidebar, click Audience.
  • If you have more than one audience, choose the one you want to use.

Access Audience Settings:

  • Click Manage Audience → Settings.

Find the Audience ID:

  • Scroll to the Audience name and defaults section.
  • You’ll see a field labeled Audience ID or List ID.
  • Copy this ID — you’ll need it for your integration.

mailchimp

The Mailchimp integration was introduced in version 7.7.0.

Cloze

If you’re looking to integrate Cloze CRM with other tools or services, you’ll need an API key to authenticate and securely access your Cloze data. Cloze makes it easy to retrieve your personal API key directly from the dashboard — no need to contact support (if your plan includes API access).

Follow these steps to locate and copy your API key:

Log in to Cloze:

Go to https://www.cloze.com  and log into your account.

Open the Menu

On the left sidebar, click the three dots (More menu).

Go to Settings

Select Settings from the dropdown.

  • In Settings, scroll to “Accounts and Services”.
  • Click on “API Access”.

Copy Your API Key

  • Your personal API key will be displayed here if your plan supports API access.
  • Copy it and store it securely.

cloze

The Cloze integration was introduced in version 7.8.0.

Salesforce

If you need to integrate with Salesforce using OAuth (e.g., for a custom app or third-party platform), you’ll need to create a Connected App. Follow these steps to generate your Consumer Key and Consumer Secret.

Log in to Salesforce:

Go to https://login.salesforce.com  and log into your account.

Accessing the Connected App Page

First, try opening the Connected Apps page in Salesforce Lightning Experience by visiting:

https://domainID.lightning.force.com/lightning/setup/ConnectedApplication/home

Replace domainID with your actual Salesforce domain.

If the Lightning Experience loads successfully, you can proceed with creating the app there. If you encounter a “We can’t display this page” error, use Salesforce Classic instead:

https://domainID.my.salesforce.com/02u?retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DDevTools&setupid=TabSet

This link takes you directly to the Connected Apps section in Classic. Click the “New” button to begin creating a new Connected App.

Configuring the Connected App

  • Connected App Name
  • API Name (auto-filled)
  • Contact Email

Enable OAuth Settings

In the API (Enable OAuth Settings) section:

  • ✅ Check “Enable OAuth Settings”
  • ❌ Uncheck “Use PKCE” if it is enabled by default

👉 For OAuth scopes and other configuration: 📎 Follow the settings shown in the attachment provided below. This includes required scopes, session settings, and IP relaxation options to match your platform’s requirements.

salesforceoauth

Save and Retrieve OAuth Credentials

Once you save the Connected App:

  • Go to App Manager
  • Locate your app in the list
  • Click the dropdown arrow ▾ → Select View

You’ll now see your:

  • Consumer Key (Client ID)
  • Consumer Secret (click to reveal)

salesforce

The Salesforce integration was introduced in version 7.8.0.

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