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Buying Buddy + GrizzlyLeads

Create new Buying Buddy leads from new GrizzlyLeads leads

Streamline your lead management process with this simple workflow. When a new lead is added in the GrizzlyLeads app, it will simultaneously create a new lead in the Buying Buddy app. This automation helps you manage leads more efficiently by reducing manual entry and ensuring that all your leads are swiftly mirrored in both platforms. With this workflow, you can focus more on building relationships and less on data management.

Streamline your lead management process with this simple workflow. When a new lead is added in the GrizzlyLeads app, it will simultaneously create a new lead in the Buying Buddy app. This automation helps you manage leads more efficiently by reducing manual entry and ensuring that all your leads are swiftly mirrored in both platforms. With this workflow, you can focus more on building relationships and less on data management.

  1. When this happens...
    GrizzlyLeadsGrizzlyLeads
    New Lead

    Triggers when a new lead is captured.

    TriggerScheduled
  2. automatically do this!
    Buying BuddyBuying Buddy
    Create New Lead

    Create a new lead in your Buying Buddy account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GrizzlyLeads triggers, actions, and search

    New Lead

    Triggers when a new lead is captured.

    Trigger
    Scheduled
    Try It
    • Existing Lead's Email AddressRequired

    • Agent / User Email AddressRequired

    • Email SubjectRequired

    • Email BodyRequired

    Action
    Write
    • Existing Lead's Email AddressRequired

    • Email Address of the agent adding the note

    • Note TextRequired

    Action
    Write
    • Email

    • First Name

    • Last Name

    • Full Name

    • Primary Phone Number

    • Mobile Phone

    • Home Phone

    • Associated Website

    • Company

    • Password

    • Street Address

    • Address Line 2

    • City

    • State

    • Zip Code

    • Agent's Buying Buddy Referral ID

    • Assistant's Buying Buddy Referral ID

    • Loan Officer's Buying Buddy Referral ID

    • Other Role's Buying Buddy Referral ID

    • Round Robin?

    • Sales Step

    • Forecast Close Date

    • Forecast Revenue

    • Forecast Notes

    • Source Page URL

    • Marketing Campaign Reference

    • Inquiry / Task Subject Reference

    • Inquiry / Task Details

    • Inquiry / Task Status

    • Task Due (In Days)

    • Notes

    • Comments

    • Lead Star Rating

    • Category ID

    • HashTags

    • Buyer Status

    • Mortgage Status

    • Agent Agreement

    • Only Process if Existing Lead

    • Send Welcome Email?

    • Send Additional Email ID

    • Attach Campaign to New Lead

    • Attach Drip Campaign to Existing

    • Saved Search

    • Saved Search Frequency

    • Saved Search End Date

    • Duration of Alert

    • Saved Search Criteria

    Action
    Write
buying-buddy logo
buying-buddy logo

About Buying Buddy

Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.

Related categories

  • Contact Management
grizzlyleads logo
grizzlyleads logo

About GrizzlyLeads

GrizzlyLeads uses multi-platform advertising to connect real estate agents with potential clients.

Related categories