Zapier is a service that makes easy to export your leads in real-time to other services. You can use it to automatically send new messages and lead information to other platforms, not just CRMs. Zapier supports more than 400 services, including:
- Follow Up Boss
- Capsule CRM
If you’re reasonably computer savvy, you will be able to handle the straightforward set-up process yourself without the need for a developer. You’ll need to create a Zapier account and follow Zapier’s instructions to make what they call a Zap.
Showcase IDX offers two types of Zaps:
- New lead Zap sends information for people who register on your IDX. This will include all of the required fields (chosen by you in the Settings).
- New message Zap sends information from messages sent from your IDX. It will include the message and the property information being requested
We recommend that you create both so that you capture information from both types of lead.
You will enter your special Zapier API key on the Settings page of your Agent Dashboard. Do that and you’ll be sending leads through Zapier in no time. If you have any issues, don’t hesitate to contact us at firstname.lastname@example.org.