Buying Buddy + SetSchedule
Create new Buying Buddy leads from new opportunities in SetSchedule
Make the most of every new opportunity in SetSchedule by using this workflow to instantly generate a new lead in Buying Buddy. It enhances your efficiency by taking care of data entry chores, allowing you to focus more on making the sale. Experience a streamlined process that ensures no potential lead slips through the cracks, increasing your chances of successful conversions.
Make the most of every new opportunity in SetSchedule by using this workflow to instantly generate a new lead in Buying Buddy. It enhances your efficiency by taking care of data entry chores, allowing you to focus more on making the sale. Experience a streamlined process that ensures no potential lead slips through the cracks, increasing your chances of successful conversions.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create New Lead
Create a new lead in your Buying Buddy account.
- Free forever for core features
- 14 day trial for premium features & apps
New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
Existing Lead's Email AddressRequired
Agent / User Email AddressRequired
Email SubjectRequired
Email BodyRequired
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
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
