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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] |
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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 ===== | ||