Connect Buying Buddy and Sphere to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Buying Buddy with Sphere - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Buying Buddy.
Add your action
An action happens after the trigger—such as "Add New Contacts to Sphere" in Sphere.
You’re connected!
Zapier seamlessly connects Buying Buddy and Sphere, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - 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
ActionWrite- Add New Contact/People
This triggers when a people or contact has been added to Sphere.
Try ItTriggerPolling
- Existing Lead's Email AddressRequired
- Agent / User Email AddressRequired
- Email SubjectRequired
- Email BodyRequired
ActionWrite- Existing Lead's Email AddressRequired
- Email Address of the agent adding the note
- Note TextRequired
ActionWrite- SourceRequired
- First NameRequired
- Last Name
- Email
- Phone
- Home Address Line1
- Home Address Line 2
- Unit #
- Home City
- Home State
- Home Country
- Home Zipcode
- Birthday
- House Anniversary
- Company Name
- Work Address Line1
- Work Addresss Line2
- Work City
- Work Country
- Work State
- Work Zipcode
- Other Address Line1
- Other Address Line2
- Other city
- Other Country
- Other State
- Other Zipcode
- Work Phone
- Mobile Phone
ActionWrite
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