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third_party_lead_sources [2018/05/10 19:12]
brittany [Big Purple Dot]
third_party_lead_sources [2019/07/01 16:09]
michaels [Bold Leads]
Line 47: Line 47:
 The email address our system provides you with will need to be set within the landing page's settings in Bold Leads as a notification email address. The email address our system provides you with will need to be set within the landing page's settings in Bold Leads as a notification email address.
  
 +You can then add the parsing email to Bold Leads using the instructions for "​Instructions to Connect Your CRM via Routing Email" as specified in [[https://​boldleads.zendesk.com/​hc/​en-us/​articles/​216708086-How-Do-I-Connect-My-Other-CRM-to-Boldleads-|the Bold Leads documentation]].
 +
 +**In Bold Leads, you will:**
 +
 +  * Hover over the Landing Pages tab and select View Landing Pages 
 +{{:​boldleads_1.png?​200|}}
 +  * Click on the Edit button to the right (the "​pencil"​ icon under the Edit column)
 +{{:​boldleads_2.png?​600|}}
 +  * Click on the "​Settings"​ bubble to access the Landing Page Settings
 +{{:​boldleads_3.png?​400|}}
 +  * Scroll down to the section Lead Notification Settings and add the Routing Email Address from your other CRM
 +{{:​boldleads_4.png?​400|}}
 +  * Update the Email Notification Format from HTML to Plain Text (This makes it easier for your other CRM to read)
 +{{:​boldleads_5.png?​200|}}
 +  * Scroll down to the bottom of the page and click Save Changes
 +{{:​boldleads_6.png?​200|}}
 ===== Zapier.com ===== ===== Zapier.com =====
  
third_party_lead_sources.txt ยท Last modified: 2020/05/28 20:50 by michaels