K Factors + Buying Buddy Integrations

How to connect K Factors + Buying Buddy

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Supported triggers and actions

What does this mean?
    • Widget idRequired

    • From date

    • To date

  • Buying Buddy triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

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    • Email

      Email Address of Lead is mandatory.

    • First Name

      Lead's First Name. (Do not use with the "Full Name" field).

    • Last Name

      Lead's Last Name. (Do not use with the "Full Name" field).

    • Full Name

      Lead's Full Name if available. If used, do not use with the "First Name" or "Last Name" fields.

    • Primary Phone Number

    • Mobile Phone

      Mobile Phone Number.

    • Home Phone

      Lead's home phone number.

    • Associated Website

      If you have multiple sites in your account, this is the authorized website the Lead will be associated with (e.g. for seeing properties when they are sent Property Alerts). Do NOT include the "www".

    • Company

    • Password

      Assign the lead a password. This is optional as the system will auto-create a password if none is specified.

    • Street Address

    • Address Line 2

    • City

    • State

    • Zip Code

    • Agent's Buying Buddy Referral ID

      Assign this lead to Agent by specifying the Agent's Referral ID (e.g. UIg7LBd). support.

    • Assistant's Buying Buddy Referral ID

      Assign this lead to Assistant by specifying the Assistant's Referral ID (e.g UIg7LBd). support.

    • Loan Officer's Buying Buddy Referral ID

      Assign this lead to Loan Officer by specifying the Loan Officer's Referral ID (e.g. UIg7LBd). support.

    • Other Role's Buying Buddy Referral ID

      Assign this lead to an Other Role by specifying the Other Role's Referral ID (e.g. UIg7LBd). support.

    • Round Robin?

      Use Round Robin to assign lead. Set to "1" if this method is to be used for lead assignment. If set, then assignment of the lead will be processed by the round robin system, and the mbbuser value, and other factors used for assignment will be ignored.

    • Sales Step

      Numeric value e.g. 1, 2, 3, 4 etc. of the Sales Step.

    • Forecast Close Date

    • Forecast Revenue

    • Forecast Notes

    • Source Page URL

      The URL of the domain or page the lead registered on.

    • Marketing Campaign Reference

      Name of your (advertising) campaign that originated the lead NO SPACES ALLOWED. This parameter is designed to help track sources of traffic.

    • Inquiry / Task Subject Reference

      A Reference name (Title) for the inquiry, submitted form or task.

    • Inquiry / Task Details

      The information and details submitted in a form, inquiry, or task.

    • Inquiry / Task Status

      Indicates if a task is to be created. Defaults to being a "due" task showing in the "Tasks" tab.

    • Task Due (In Days)

      How many days in future this task will be due. If a future period is not specified then the period is zero and the task will be due today.

    • Notes

      This will create a note (plain text) in the "History" for the lead.

    • Comments

      Corresponds to the Comments on the Profile tab.

    • Lead Star Rating

      The Star Rating to be assigned to the lead. The default is 1-star.

    • Category ID

      Assign Category IDs to leads. YOU MUST establish Categories first in your Account in order to get the Category ID.

    • HashTags

      A comma separated list of keyword tags to be applied to lead. E.g: golf, first time buyer, investor etc.

    • Buyer Status

      Identify the status of the buyer. Numeric value: 1=Now, 2=Within three months, 3= Three to Six Months, 4=Six to Twelve months, 5= More than a year.

    • Mortgage Status

      Identify the mortgage status of the lead. Numeric value: 1=Need one, 2=Prequalified, 3=None.

    • Agent Agreement

      Identify if the Lead has an existing agreement in place. Numeric value: 0=Not sure or does not have an agent agreement in place, 1=Does have agent agreement in place.

    • Only Process if Existing Lead

      True | false (default). If "true" this ONLY imports if the lead already exists, i.e. if "true" then this will not import unless this lead is already in the account. Consequently,if set to "true", then leads are not created - they are only updated with additional notes, inquiries and comments for a lead. Existing lead data is not updated.

    • Send Welcome Email?

      Send the lead a "Welcome Email"? Numeric value: 0=Don't send welcome email (default), 1=Send welcome email.

    • Send Additional Email ID

      Send an additional email. Specify the Email Template ID (e.g. 1234) to be sent to the lead immediately (can be applied as-well-as, or instead-of Welcome email).

    • Attach Campaign to New Lead

      Campaign ID (e.g. 1234) to assign to NEW lead. If no Campaign ID is specified, no campaign will be assigned.

    • Attach Drip Campaign to Existing

      Campaign ID (e.g. 1234) to assign to an EXISTING lead. If no campaign ID is specified, no campaign will be assigned.

    • Saved Search

      This option allows you to give the saved search/alert a name. If not specified, the search alert name will be "First Saved Search".

    • Saved Search Frequency

      This option allows you to set the frequency of the alert. The default value if not specified is "Daily".

    • Saved Search End Date

      Alternative. Specify an actual end date INSTEAD of "duration"

    • Duration of Alert

      This option allows you to set the duration of the alert in months - i.e. how many months the alert executes. {months} = any number, from 1 to 18. The default value is 6.

    • Saved Search Criteria

      Include mls_id as part of your filter. Specify a normal search filter.


How K Factors + Buying Buddy Integrations Work

  1. Step 1: Authenticate K Factors and Buying Buddy.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
k-factors logo
k-factors logo

About K Factors

Use K Factors to create notification widgets that convert.

Related categories

  • Ads & Conversion
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

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