Connect Buying Buddy and Contacts+ to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Buying Buddy with Contacts+ - 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 Note to Contact" in Contacts+.
You’re connected!
Zapier seamlessly connects Buying Buddy and Contacts+, 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- Team
 - Tags
 
Try ItTriggerInstant- Team
 - Tags
 
Try ItTriggerInstant
- 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- Team
 - Tags
 
Try ItTriggerInstant- Team
 - Tags
 
Try ItTriggerInstant
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