• Using Zapier - An Overview

    Zapier is an online automation tool that helps you connect multiple apps (e.g. Buying Buddy and Facebook) to automate repetitive tasks. Using Zapier with Buying Buddy, you can import leads and lead data from any other source supported by Zapier, such as Facebook, Google Contacts - and thousands of others,...

  • Capture and Import Email-Leads using Zapier and Zapier's Email Parser

    This article explains how to parse an email and then create a structured email to send data to your Buying Buddy account using the EMail Import API method. NOTE: The recommended approach for using Zapier is to use the Buying Buddy Zapier App - see the main article on Using...

  • Working With Your Leads and Contacts

    This section explains how to work with leads and contacts, from adding and importing to categorizing, qualifying and forecasting and more. Add Add and Import Add Leads and Clients Import Contacts from CSV Auto Import Leads from Zillow Auto Import from Realtor.com Lead Import via EMAIL Add Lead – POST...

  • Auto Import Leads from Zillow

    Buying Buddy is part of the Zillow Tech Connect program which means you can send your Zillow leads straight to your Buying Buddy Account. This will assign leads based on the User / Agent profile. If you require more flexibility (such as assigning leads via a round robin), use the...

  • Auto Import Leads from Realtor.com

    If you subscribe to Realtor.com then you can set your "Send Leads To" email address to your designed import email address. Then, when you get a new lead on Realtor.com, it gets added automatically to your Leads and Contacts database.

  • Lead Import Options

    In addition to capturing leads from your website, there are many ways to add leads to your CRM. If you need assistance importing leads in bulk, please contact us. Supported methods to add or import leads include:

  • Buying Buddy as a Zap Action

    An Action is the set of tasks the Zap performs after the initial trigger. A separate application (email, Facebook lead, etc.) will be the initial Trigger - and then the Zap Action can take the details and add a lead to your Buying Buddy account or add a note to...

  • Forward Leads to External Systems

    Use Zapier to send new leads to other systems. This Zap Tigger will start the Zap when you have a new lead added to your Buying Buddy account. The only Zap Trigger available with the Buying Buddy app is New Lead. I.e. this Zap will not send "updates". To use...

  • Adding Leads and Clients

    Add all your leads to your Buying Buddy account to take full advantage of all the long-term automated lead incubation and keep-in-touch features that are all about you, and your website. There are many ways to add and import leads from an external process or system into your Buying Buddy...

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