Create new leads in Buying Buddy from new leads in HomeASAP Leads
Streamline your lead management with this efficient workflow. When a new HomeASAP Leads entry is captured, it immediately creates a corresponding lead in Buying Buddy. The automation ensures prompt action, reducing data redundancy while maintaining an up-to-date lead database. It enhances your productivity by simplifying lead management across platforms.
Streamline your lead management with this efficient workflow. When a new HomeASAP Leads entry is captured, it immediately creates a corresponding lead in Buying Buddy. The automation ensures prompt action, reducing data redundancy while maintaining an up-to-date lead database. It enhances your productivity by simplifying lead management across platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- 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 created.
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