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 account.

There are multiple ways to get leads in to your account.

In your Buying Buddy account, most of these methods can be found in the Leads menu.

Menu Leads > [Add More Leads menu panel]

1. Registration On Your Website

Your clients or leads can register for an account. There are multiple methods that will automatically 'register' a lead, including:

• Save a property
• Request more information about a property
• Request a showing
• Save a search / property alert
• Click 'register'
• Fill in the 'contact me' form
• ...and more

(Registration only occurs as long as the lead is not already logged in, or doesn't have an account with you already)

When any lead registers, you will be sent an notification / alert.

2. Add A Lead Manually

To add new individual leads into your Leads and Contacts account yourself, simply follow the directions below:

1. Log in to your Buying Buddy account at www.leadsandcontacts.com.
2. Click on "Leads" in the menu, and then click "+Add a New Lead"
3. On the next screen, fill out as much of the information as possible. When you complete all of the fields on one screen, hit the continue button to go to the next set of fields.
4. The SETTINGS tab allows you to attach a campaign and categorize the lead in various ways.
5. When you reach the final step screen, simply click the save button and your new lead will be added.

3. Import Leads with a CSV

If you have a large list of leads in a CSV file then these can imported to your account.

NOTE: The CSV file must be structured correctly - so download the template and read the instructions fully!

Read this article for Instructions on CSV import.

4. Import Leads from Zillow

Buying Buddy is a tech connect partner with Zillow which means that you can automatically send your Zillow leads directly to your Buying Buddy Account.

Read this article for instructions on Importing Leads from Zillow

5. Import Leads from Realtor.com

If you receive leads via EMAIL from Realtor.com, you can import these directly to your Buying Buddy Account.

Read this article for instructions on Importing Leads from Realtor.com

6. Import Leads Using Zapier

Zapier is a system that makes it easy to for multiple systems, lead sources and CRMs to exchange lead information.

See Using Zapier to learn more.

6. Add leads using Structured Email or Custom Forms

If you have leads being sent to you form third party systems or services, or lead generation companies, then you can post these straight into your Buying Buddy account.

This can be done via email or can be done by POSTing a form directly to our system

Both these approaches are more advanced and will require a programmer to write a small bit of code to make this happen.

Click here to see how to import a lead using a structured email message.

Click here to see the FORM api