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 [2019/10/21 20:24] corey Added PieSync, minor formatting changes for consistency |
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| ===== Zapier ===== | ===== Zapier ===== | ||
| - | Using Zapier you can connect Real Geeks with many other lead generation services and CRMs. To learn more, click [[zapier|here]] | + | Using Zapier you can connect Real Geeks with many other lead generation services and CRMs. To learn more, click [[zapier|here]]. |
| + | |||
| + | ===== PieSync ===== | ||
| + | |||
| + | PieSync is a paid service which can actively synchronize leads in Real Geeks with another platform. To learn more, click [[piesync|here]]. | ||
| ===== Big Purple Dot ===== | ===== Big Purple Dot ===== | ||
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| ===== Zillow and Trulia ===== | ===== Zillow and Trulia ===== | ||
| - | Follow [[zillow_trulia|these instructions]] to integrate with Zillow and Trulia | + | Follow [[zillow_trulia|these instructions]] to integrate with Zillow and Trulia. |
| Line 45: | Line 49: | ||
| 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 ===== | ||
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| The Lead Manager can now be configured to send leads to your calling groups in Mojo Dialer. | The Lead Manager can now be configured to send leads to your calling groups in Mojo Dialer. | ||
| - | Follow [[mojo_dialer|these instructions]] to integrate with Mojo Dialer | + | Follow [[mojo_dialer|these instructions]] to integrate with Mojo Dialer. |
| ===== Riley ===== | ===== Riley ===== | ||
third_party_lead_sources.txt · Last modified: 2020/05/28 20:50 by michaels
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