Welcome to this guide on adding leads and contacts to your Buying Buddy account.
This guide will help you add leads to your account and manage them effectively. We'll cover different ways to bring in leads and how to keep them organized.
Adding Leads to Your Account
Add Leads One by One
Add a lead directly into your Buying Buddy account:
- How to enter a single lead's information
- What details to include for each lead
Bring in Many Leads at Once with a CSV
Import multiple leads at once:
- Using a spreadsheet to import multiple leads
- How to set up your spreadsheet for easy importing
Import Leads from Zillow
- Set up Zillow Tech Connect
- Understand lead assignment based on User/Agent profiles
Import from Realtor.com
- Configure your account to receive Realtor.com leads
- Troubleshoot import issues
Email Lead Import
Add leads by sending formatted emails:
- Email Format for Lead Imports
- Use cases and best practices
Advanced: API-based Lead Addition
For technical users or developers:
- POST API for lead addition
- Basic implementation
Pro Tip: Familiarize yourself with the Lead Import Field Reference so you capture all the information across import methods.
Optimizing Lead Capture
Lead Capture Settings
Tweak your website’s lead capture:
- Balancing user experience vs. lead generation
- Setting property view and other limits before registration
Disable Lead Capture (When Necessary)
Learn how to turn off lead capture:
- Steps to remove lead capture from Buying Buddy widgets
- What happens when you disable lead capture
Zapier for Advanced Integrations
Zapier Overview
How Zapier can help with lead management:
- Benefits of connecting Buying Buddy to other apps
- Use cases for real estate agents
Set Up Zapier with Buying Buddy
Get started with Zapier:
- Add the Buying Buddy app to your Zapier account
- Authorize the connection with your Lead Import ID
Buying Buddy as a Zap Action
- Add leads to Buying Buddy from other sources
- Customize lead data mapping
Buying Buddy as a Zap Trigger
- Use new Buying Buddy leads to trigger actions in other apps
Now you’re all set to add and manage leads in your Buying Buddy account. Remember, a clean and up to date lead database is the key to real estate marketing and sales.
Need Help? Log in to your Buying Buddy dashboard and click the Question Mark icon in the top menu.