Create new Buying Buddy leads from new or updated Google Forms responses
This workflow streamlines your lead generation process by taking new or updated responses from Google Forms and seamlessly creating new leads in Buying Buddy. Instead of manually transferring information, this automation does the work for you, ensuring that every form response is effectively turned into a potential new business opportunity. With this workflow, you can expedite your lead nurturing process and save considerable time.
This workflow streamlines your lead generation process by taking new or updated responses from Google Forms and seamlessly creating new leads in Buying Buddy. Instead of manually transferring information, this automation does the work for you, ensuring that every form response is effectively turned into a potential new business opportunity. With this workflow, you can expedite your lead nurturing process and save considerable time.
- When this happens...New or Updated Form Response
Triggers when a form response is added or modified.
- automatically do this!Create New Lead
Create a new lead in your Buying Buddy account.
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FormRequired
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Existing 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
FormRequired
Try ItNew 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