Integrations
Pluto Systems integrates with leading platforms to help you manage contacts, process payments, and keep your sales data synchronized across systems. This guide covers how to set up and configure the available integrations within the Sales App.
Integrations allow your team to leverage existing customer data, accept secure payments, reduce manual data entry, and maintain consistent tracking throughout the sales process. Currently, Pluto Systems supports the following integrations:
- HubSpot — Synchronize contacts, track leads, and automatically update lifecycle stages based on sales milestones
- Stripe — Process secure online payments for deposits and reservations through Customer Connect
- 3DX — Synchronize inventory status and registration data with 3DX visualization platforms
HubSpot
How We Got Here
Before connecting an integration, ensure you have admin access to both Pluto Systems and your CRM platform. Your organization should have an active HubSpot account with the appropriate permissions to authorize third-party applications.
HubSpot Integration
HubSpot is a powerful CRM platform that helps businesses manage contacts, track deals, and automate marketing efforts. The Pluto Systems integration with HubSpot enables two-way synchronization of contact data and automated status updates based on sales milestones.
What the HubSpot Integration Does
When connected, the HubSpot integration provides the following capabilities:
- Contact Synchronization: Import contacts from HubSpot directly into Pluto Systems when creating new deals or reservations.
- Lifecycle Stage Updates: Automatically update a contact's lifecycle stage in HubSpot when they reach key milestones (Reserved, Deal Executed, Deal Firm, or Deal Collapsed).
- Lead Status Tracking: Keep lead status in sync between platforms as deals progress through your sales pipeline.
- Activity Notes: Optionally push notes and activity updates from Pluto Systems back to HubSpot contact records.
Before You Begin
To set up the HubSpot integration, you will need:
- Admin access to Pluto Systems with integration management permissions
- HubSpot account with authorization to connect third-party apps
- A clear understanding of your HubSpot lifecycle stages and lead statuses
Connecting HubSpot to Pluto Systems
1. Navigate to the Integrations Page
From the Sales App, open the Admin menu and select Integrations. Click on the HubSpot tab to access the HubSpot integration settings.
2. Select a Project and Connect
Choose the project you want to connect to HubSpot from the dropdown menu. Each project can have its own HubSpot connection with unique settings. Right Click the OAuth Connect & Add button to begin the authorization process.
3. Authorize Pluto Systems in HubSpot
You will be redirected to HubSpot's authorization page. Sign in to your HubSpot account if prompted, then review the permissions Pluto Systems is requesting. Click Grant Access to authorize the connection.
Pluto Systems requests access to read and write contacts, manage lifecycle stages, and create notes. These permissions are required for the integration to function properly.
4. Verify the Connection
After authorization, you will be returned to the Pluto Systems Integrations page. The connected project will now appear in the configuration grid, showing the project name, connection status, and the user who linked the account.
Configuring HubSpot Settings
Once connected, you can customize how Pluto Systems interacts with your HubSpot account for each project.
1. Enable or Disable the Integration
Use the Enabled toggle in the configuration grid to activate or deactivate the HubSpot integration for a specific project. When disabled, no data will sync between Pluto Systems and HubSpot for that project.
2. Configure Lifecycle Stage Mappings
Map your sales milestones to HubSpot lifecycle stages. For each milestone, select the corresponding lifecycle stage from the dropdown:
| Sales Milestone | Description |
|---|---|
| Deal Reserved | Contact has reserved a unit |
| Deal Executed | Contract has been signed |
| Deal Firm | Deal has reached firm status |
| Deal Collapsed | Deal has fallen through |
When a contact reaches one of these milestones in Pluto Systems, their lifecycle stage in HubSpot will automatically update to your configured value.
3. Configure Lead Status Mappings
Similar to lifecycle stages, you can map each sales milestone to a specific lead status in HubSpot. This helps your marketing and sales teams track where contacts are in the buying journey.
4. Enable Notes Sync (Optional)
Toggle the Push Notes option to send activity notes from Pluto Systems to HubSpot. When enabled, notes added to contacts in Pluto Systems will appear in the contact's activity timeline in HubSpot.
5. Save Your Configuration
After making changes to your HubSpot settings, click the Save button to apply your configuration. Changes take effect immediately for all future transactions.
Using HubSpot Contacts in Sales
Once the integration is configured, you can leverage HubSpot contact data throughout the sales process.
Importing Contacts from HubSpot
When creating a new deal or reservation, you can search for existing contacts in HubSpot by email address. If a matching contact is found, their information will be imported automatically, saving time and ensuring data consistency.
Contacts imported from HubSpot will display a HubSpot badge, indicating their CRM origin. This helps your team identify which contacts came from your CRM versus those created directly in Pluto Systems.
Viewing Contact CRM Links
For contacts that originated from HubSpot, you can quickly navigate to their HubSpot record by clicking the external link icon on their contact card. This opens the contact directly in HubSpot in a new browser tab.
Disconnecting HubSpot
If you need to disconnect a project from HubSpot, locate the project in the configuration grid and click the Disconnect button. This will remove the authorization and stop all data synchronization for that project.
Disconnecting removes the link between Pluto Systems and HubSpot for that project. Historical data remains in both systems, but no new updates will sync. You can reconnect at any time by following the connection steps above.
Troubleshooting
Connection Issues
If you experience issues connecting to HubSpot:
- Ensure you have the correct permissions in your HubSpot account
- Clear your browser cache and try the authorization process again
- Verify that pop-ups are not blocked, as the OAuth flow opens in a new window
- Contact your HubSpot administrator to confirm third-party app connections are allowed
Sync Not Working
If contact updates are not syncing to HubSpot:
- Verify the integration is Enabled for the project
- Check that lifecycle stage and lead status mappings are configured
- Confirm the contact has a valid email address that matches a HubSpot contact
- Review the HubSpot activity timeline to see if updates are appearing with a delay
Congratulations! You have successfully configured the HubSpot integration in Pluto Systems. Your sales team can now leverage HubSpot contacts and keep your CRM updated automatically as deals progress.
Stripe
How We Got Here
Your organization needs to accept online payments or collect payment details for deposits during the reservation process. Before configuring Stripe, ensure you have admin access to Pluto Systems with payment management permissions.
Stripe Integration
Stripe is a secure payment processing platform that enables businesses to accept credit card payments online. The Pluto Systems integration with Stripe allows you to collect deposits or payment information from customers during the Customer Connect reservation flow, providing a seamless payment experience.
What the Stripe Integration Does
When connected, the Stripe integration provides the following capabilities:
- Deposit Collection: Accept credit card payments for reservation deposits directly through Customer Connect
- Payment Intent Storage: Store customer payment methods for future processing without immediately charging
- Secure Transactions: Process payments through Stripe's PCI-compliant infrastructure
- Refund Processing: Issue refunds for deposits when deals are cancelled or modified
- Transaction Tracking: View payment status and history within the Sales App
Before You Begin
To set up the Stripe integration, you will need:
- Admin access to Pluto Systems with payment management permissions
- A clear understanding of your deposit requirements for Customer Connect
How to Implement Stripe
Setting up Stripe involves creating your Stripe account through Pluto Systems and configuring your deposit settings for Customer Connect.
1. Navigate to the Integrations Page
From the Sales App, open the Admin menu and select Integrations. Click on the Stripe tab to access the Stripe integration settings.
2. Add a New Stripe Account
Click the + Icon to create a new Stripe connection. You will be prompted to provide a description for this account, which helps identify it when linking to projects.
3. Complete Stripe Onboarding
After adding the account, click Setup to begin the Stripe onboarding process. You will be guided through Stripe's embedded onboarding flow, which includes:
- Business verification details
- Bank account information for payouts
- Identity verification for account owners
Stripe requires business verification to enable payment processing. This is a one-time setup process that ensures compliance with financial regulations.
4. Verify the Connection
After completing the Stripe onboarding, the account status will update to show that onboarding is complete. The Stripe Account ID will be partially visible for reference.
5. Link Stripe to a Project
Once your Stripe account is set up, you need to link it to one or more projects. In the project linking section, select the project and the Stripe account you want to associate, then toggle the Enabled switch to activate the integration.
6. Configure Deposit Requirements
With Stripe linked to your project, navigate to the project's Customer Connect configuration in Workbench to set deposit requirements. You can configure:
| Setting | Description |
|---|---|
| Customer Deposit Requirement | Whether customers must pay a deposit (None, Intent, or Payment) |
| Realtor Deposit Requirement | Whether realtors must collect a deposit (None, Intent, or Payment) |
| Deposit Amount | The amount to collect as a deposit |
Payment immediately charges the customer's card for the deposit amount. Intent stores the payment method without charging, allowing you to process the payment later.
How to Use Stripe
Once Stripe is connected and configured, payments are processed automatically during the Customer Connect reservation flow. Here's how Stripe is used throughout the sales process.
Customer Experience in Customer Connect
When a customer or realtor reaches the deposit step during the reservation process, they are presented with Stripe's secure payment form. The customer enters their payment details directly into Stripe's embedded checkout, ensuring their sensitive card information never touches Pluto Systems servers.
Viewing Payment Status
After a deposit is processed, you can view the payment status in the Sales App. Navigate to the unit's Deposits tab to see reservation deposit cards showing:
- Payment confirmation status (Successful or Pending)
- Transaction amount
- Payment date and time
- Who the payment was made by and for
- Deposit type (Payment or Intent)
Processing Refunds
If a deal is cancelled or a deposit needs to be refunded, you can process refunds directly from the Sales App. Open the reservation deposit card and click the Refund button to initiate a refund through Stripe.
Refunds are processed through Stripe and may take 5-10 business days to appear on the customer's statement, depending on their bank.
Cancelling Payment Intents
For deposits collected as Intent (payment method stored but not charged), you can cancel the intent if the reservation is cancelled or the deal does not proceed.
Viewing Deposit Activity
The purchaser's activity panel in the Unit View shows a complete history of deposit-related events, including when deposits were created, payments were processed, and refunds were issued. This provides a comprehensive audit trail for each transaction.
Stripe Troubleshooting
Connection Issues
If you experience issues connecting to Stripe:
- Ensure you have completed all Stripe verification requirements
- Check that your Stripe account is in good standing and not restricted
- Clear your browser cache and try the connection process again
- Verify that pop-ups are not blocked, as the onboarding flow may open in a new window
Payment Failures
If customer payments are failing:
- Verify the Stripe integration is Enabled for the project
- Ensure the customer is using a valid payment method
- Confirm the deposit amount is configured correctly in project settings
Refund Issues
If refunds are not processing:
- Verify the original payment was successful and settled
- Review Stripe's refund policies for any time limitations
Congratulations! You have successfully configured the Stripe integration in Pluto Systems. Your team can now accept secure online payments for deposits through Customer Connect, streamlining the reservation process for your customers.
3DX
How We Got Here
Your organization uses 3DX as a visualization platform to showcase properties and units to prospective buyers. Before configuring the 3DX integration, ensure you have admin access to Pluto Systems with integration management permissions.
3DX Integration
3DX is a visualization platform that provides interactive 3D models and virtual tours for real estate projects. The Pluto Systems integration with 3DX enables automatic synchronization of inventory status and registration data, ensuring your 3DX displays always reflect the current availability in your sales system.
What the 3DX Integration Does
When connected, the 3DX integration provides the following capabilities:
- Inventory Status Sync: Automatically update unit availability status in 3DX when sales status changes in Pluto Systems
- Registration Confirmation: Send reservation and registration data to 3DX when customers complete the reservation process
- Real-Time Updates: Keep your 3DX visualization platform in sync with your actual inventory
- Manual Synchronization: Trigger bulk synchronization of inventory data when needed
Before You Begin
To set up the 3DX integration, you will need:
- Admin access to Pluto Systems with integration management permissions
- 3DX API URL provided by your 3DX platform administrator
- A clear understanding of which projects should sync with 3DX
How to Implement 3DX
Setting up 3DX involves configuring the API connection for each project that should sync with your 3DX platform.
1. Navigate to the Integrations Page
From the Sales App, open the Admin menu and select Integrations. Click on the 3DX tab to access the 3DX integration settings.
2. Add a New 3DX Configuration
To connect a project to 3DX, select the project from the dropdown and enter the API URL provided by your 3DX administrator. Click Add to create the configuration.
3. Configure the API Connection
Once the configuration is created, it will appear in the grid. You can update the following settings:
| Setting | Description |
|---|---|
| API URL | The endpoint URL for your 3DX API |
| Enabled | Toggle to activate or deactivate the integration |
API keys are masked in the interface for security. Only the last four characters are displayed after the key is saved.
4. Contact Pluto to Enter Your API Key
Contact Pluto Systems to have your API key entered into the system. This key authenticates Pluto Systems with your 3DX platform.
5. Enable the Integration
Once the API URL and API Key are configured, toggle the Enabled switch to activate the integration. The integration will only sync data when enabled.
The Enabled toggle is only available after an API Key has been configured. Please contact Pluto Systems to enter your API key.
6. Save Your Configuration
After making changes, click the Save button to apply your configuration. Changes take effect immediately for all future status updates.
How to Use 3DX
Once 3DX is connected and enabled, inventory updates are synchronized automatically. Here's how the integration works in practice.
Automatic Status Updates
When a unit's sales status changes in Pluto Systems (for example, from Available to Reserved, or from Reserved to Firm), the 3DX integration automatically sends an update to your 3DX platform. This ensures that your 3D visualization always shows accurate availability information.
The following status changes trigger automatic updates:
| Status Change | 3DX Update |
|---|---|
| Available | Unit shown as available |
| Reserved | Unit marked as reserved |
| Executed | Unit marked as under contract |
| Firm | Unit marked as sold |
| Closed | Unit marked as sold/closed |
Registration Confirmation
When a customer completes a reservation through Customer Connect, the 3DX integration sends a registration confirmation to your 3DX platform. This includes:
- Session identifier
- Submission date and time
- External reference ID
- Session type (PlutoReserve)
This data helps your 3DX platform track which registrations came from the Pluto Systems reservation flow.
Manual Synchronization
If you need to sync inventory data outside of the automatic updates, you can trigger a manual synchronization. Click the Sync icon next to a configuration to open the synchronization panel.
Selecting Units to Sync
In the synchronization panel, you can select specific units to sync with 3DX. This is useful when:
- You need to correct data discrepancies
- You've made bulk changes to inventory
- You're initially setting up the integration
Select the units you want to synchronize and click Sync Selected to push the data to 3DX.
Reviewing Sync Results
After a manual sync, the system displays results showing which units were successfully synchronized and which failed. Failed syncs may indicate connectivity issues or data mismatches that need attention.
3DX Troubleshooting
Connection Issues
If you experience issues connecting to 3DX:
- Verify the API URL is correct and accessible
- Confirm the API Key is valid and has not expired
- Check that your 3DX platform is online and accepting connections
- Contact your 3DX administrator to verify API access permissions
Sync Not Working
If inventory updates are not syncing to 3DX:
- Verify the integration is Enabled for the project
- Check that both API URL and API Key are configured
- Try triggering a manual sync to test connectivity
Sync Failures
If manual synchronization shows failed units:
- Verify the unit identifiers match between Pluto Systems and 3DX
- Check for data format mismatches
- Ensure your 3DX API has permission to update inventory
- Contact your 3DX administrator for detailed error information
Congratulations! You have successfully configured the 3DX integration in Pluto Systems. Your 3DX visualization platform will now automatically reflect the current inventory status, providing accurate availability information to your prospective buyers.
For additional support with integrations, contact your system administrator or reach out to Pluto Systems support.