Welcome to this guide on bringing leads and contacts into your Buying Buddy account.
Leads can arrive on their own from your website and lead portals, or you can add them yourself one at a time or in bulk. Every lead lands in the same place, ready to be classified, followed up and tracked.
To add leads, go to for a single lead, or for imports, portal connections and your API key. Once leads are in, the GUIDE: Lead Management shows you how to work them.
Adding Leads to Your Account
Add Leads One by One
- Enter a single lead's details by hand
- Great for referrals, sphere contacts and people you meet in person
Import Many Leads with a CSV
- Bring in a spreadsheet of contacts from another system or an open house
- Add tags as part of the import so the group is easy to find later
Lead Import Options
- Compare every way to get leads into Buying Buddy
- Choose the right method for each lead source
Import Leads Automatically
Import Leads from Zillow
- Connect Zillow Tech Connect so new Zillow leads arrive automatically
- Understand how leads are assigned to agents
Import Leads from Realtor.com
- Set up your account to receive Realtor.com leads
- Troubleshoot import issues
Add Leads by Email
- Send a structured email message to create a lead
- Use cases and best practices
Connect Other Apps with Zapier
- Add leads to Buying Buddy from forms, ads and other tools
- Send new Buying Buddy leads to other apps
Advanced: Lead Import API
- For developers connecting other systems
- See the Lead Import API Field Reference for every field you can send
Capture Leads from Your Website
Lead Capture Settings
- Balance a great visitor experience with lead generation
- Set how many properties visitors can view before registering
Track Leads from Marketing Campaigns
- Tag ad and landing page traffic with a marketing source
- See which campaigns produce your best leads
Disable Lead Capture (When Necessary)
- Remove lead capture from Buying Buddy widgets
- What happens when lead capture is off
When a New Lead Arrives
Lead Assignment
- For teams: decide which agent gets each new lead
- Round Robin to share leads fairly
New Lead Notifications
- Get an email or text the moment a lead signs up
- Choose the daily reports you receive
Work Your New Leads
- Find new leads in the New This Week Work List on Lead Summary
- Classify them, then follow up from the Lead Dashboard
Tip: Speed wins. Leads contacted within minutes of signing up are far more likely to respond. Turn on new lead notifications, and use Automated Actions for My New Leads under the Leads menu to start a campaign or listing alert for every new lead automatically.
Need help? Log in to your Buying Buddy dashboard and click the Question Mark icon in the top menu.