third_party_lead_sources
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third_party_lead_sources [2018/05/10 19:12] brittany [Big Purple Dot] |
third_party_lead_sources [2019/07/01 16:10] michaels [Bold Leads] |
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| First you will be asked to select your website. You can either set this up per agent or one for the team. Then it will show you your Real Geeks Bold Leads Email. You just need to set this email in your Bold Leads account to receive New Lead Notifications. We will monitor and read these emails automatically, and add the new lead to your Lead Manager as they come in. | First you will be asked to select your website. You can either set this up per agent or one for the team. Then it will show you your Real Geeks Bold Leads Email. You just need to set this email in your Bold Leads account to receive New Lead Notifications. We will monitor and read these emails automatically, and add the new lead to your Lead Manager as they come in. | ||
| - | 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 add the 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
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