This will be used to match to an existing lead. Typically this is the "From:" email address (from the Lead).

The Agent / User email address that the email was sent to. Typically this is the "To:" email address (typically to an Agent/ User - i.e. "you").

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

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

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

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".

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

Assign this lead to Agent by specifying the Agent's Referral ID (e.g. UIg7LBd). [support](http://support.mybuyingbuddy.com/mbb-agent-id/).

Assign this lead to Assistant by specifying the Assistant's Referral ID (e.g UIg7LBd). [support](http://support.mybuyingbuddy.com/mbb-agent-id/).

Assign this lead to Loan Officer by specifying the Loan Officer's Referral ID (e.g. UIg7LBd). [support](http://support.mybuyingbuddy.com/mbb-agent-id/).

Assign this lead to an Other Role by specifying the Other Role's Referral ID (e.g. UIg7LBd). [support](http://support.mybuyingbuddy.com/mbb-agent-id/).

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.

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

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

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

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

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

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

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.

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

Corresponds to the Comments on the Profile tab.

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

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

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

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.

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

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.

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

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).

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

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

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

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

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

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.

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

The Email Address of the agent you want this NOTE to be "added by". If left blank this will be set based on your Import API key.

This is the text of the Note to be added.

Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.

Buying Buddy

WhatsApp Notifications provides real-time business alerts right to your smartphone. With our easy-to-use templates, you can instantly receive notifications about new leads, order confirmations, payment receipts, and more.

WhatsApp Notifications

Stay on top of your leads with this time-saving workflow. When a new lead is generated in Buying Buddy, it will automatically prompt the WhatsApp Notifications app to send a message. This helps you instantly connect with potential clients, providing quick and personalized communication to further your business relationships.

Buying Buddy + WhatsApp Notifications

Send messages via WhatsApp Notifications for new leads in Buying Buddy

Supported triggers and actions

New Lead

Create New Lead

Send Message

Add Email to Lead History

Add a Note to History for an Existing Lead

About Buying Buddy

Related categories

About WhatsApp Notifications

Related categories