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.
- When this happens...New Lead
Triggers when a new lead is captured.
- automatically do this!Create New Lead
Create a new lead in your Buying Buddy account.
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New Lead
Triggers when a new lead is captured.
Try ItExisting Lead's Email AddressRequired
Agent / User Email AddressRequired
Email SubjectRequired
Email BodyRequired
Existing Lead's Email AddressRequired
Email Address of the agent adding the note
Note TextRequired
New Lead
Triggers when a new lead is created.
Try ItEmail
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