Import Leads from Contact Forms

Through the power of Front Desk, Propertybase is able to import leads from contact forms - including proprietary contact forms on your brokerage website. There are different ways this can be accomplished which are covered below.

Note: Propertybase Classic customers must use method #2 or #3 below, or upgrade to Lightning.


Method 1 - Propertybase Webforms

Pros: Easy and fast to setup, requires less development knowledge 

Cons: Not available to Propertybase Classic customers, no ability to modify incoming data

Using Propertybase Webforms is the fastest way to start capturing leads from your website. To learn more about this method in detail, check out this article: Using Front Desk Webforms.


Method 2 - WebToProspect REST API

Pros: Allows modifications to incoming data and custom plugins, works with Lightning and Classic

Cons: Requires web development knowledge, requires webservices

If you have access to web development resources, this is a great option for you. The WebToProspect REST API provides a higher level of flexibility than Propertybase Webforms. To learn more about this method in detail, check out this article: WebToProspect REST API.


Method 3 - XML-to-Email Webforms

Pros: Available for customers that only get leads via Email. For customers unable to use WebToProspect or Propertybase Webforms, works with Lightning and Classic

Cons: Requires you to change the email template from the lead source 

XML-to-Email Webforms is another way to capture leads and import them into Propertybase. This method requires an email to be sent to Front Desk using a specific XML standard. To learn more about this method in detail, check out this article: XML-to-Email Webforms.

 

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