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...
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.
Multiple leads can be added to your account via import of a correctly structured CSV file. This process starts by clicking the Add Leads from CSV option on the Add a Lead panel, or from the Lead Import Settings page. Once you have imported leads, see the "Import Status Report"...
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...
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...
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:
Copy the text below to create your own email template. Verify EACH FIELD you want to use and make sure you understand how it is used and allowed values from theAPI Field Reference. ### BEGIN CREATE CONTACT ### # api_key: # email: # first_name: # last_name: # password: # phone:...
Tags, Categories and Groups and methods to help you organize and find your leads. Categories and Tags are especially useful when creating a Segment. In summary, Categories are designed to offer you a structure for organizing your leads. Categories are organized into Groups.Tags are different - they have no organization...
Supported fields for lead import can be used with all three general import methodsNOTE These fields and values should not be used with widgets or on websites as filters etc. This support article lists all available fields and their applicability to each import method. Lead Import Actions When a lead...
When a new lead registers in a Multi-User Buying Buddy account, there are three consecutive levels of options that can assign the lead: This support article will explain the Round Robin / Manual method. Lead Distribution Process Using Round Robin In this step, the first option sets either "Manual Assignment'...