BoldLeads Overview

BoldLeads is an innovative and automated process for agents to cost-effectively acquire, nurture and convert leads - and now it's integrated with Propertybase! Below you will learn how to integrate BoldLeads with your Propertybase CRM.

Connecting BoldLeads to Propertybase


  • In BoldLeads, click My Settings and then click Account Settings.
  • On the left side of the screen click Connect Your CRM.
  • Next click Connect Propertybase.
  • When prompted, enter your Propertybase credentials.

That's it! Your leads will now appear in your Propertybase CRM with the Lead Source of BoldLeads.

Next Step is Optional

If you do not want the emails and text message from BoldLeads to go out to the leads; the funnels can be disabled.  Click here to learn how to disable a funnel.  

 

How will the leads look in Propertybase?

Leads appear in Reports > Leads Untouched

BoldLeads is indicated as the Lead Source

Full leads and partial leads are sent over. Click here to learn more about Partial leads

Information will not appear in all fields for partial leads.

pbb_lead_source.png   

Troubleshooting

Are your Leads still not appearing in Propertybase?

There are a few things that you should double check.  First, make sure your Propertybase account is using version 1.564 or higher.  If your Propertybase account is not using 1.564 or higher, click here for instruction to update your Propertybase account.

If your Propertybase account is using 1.564 or higher, please reach out to our Client Care Team for further assistance.

The Landing Page Name and Landing Page URL are not appearing in Propertybase?

Depending on the version of your Propertybase account, they may not appear by default and will need to be added manually.

STEP 1:  Click on the gear icon in the upper-right.

STEP 2:  Select the "Setup" option in the drop-down.

Setup.png

STEP 3:  Open the "Objects and Fields" folder.

STEP 4:  Click on the "Object Manager" link.

ObjectsAndFields.png

STEP 5:  Click into the "Contact" object.

ContactObject.png

STEP 6:  Select the option for "Individual Contact".

IndividualContact.png

STEP 7:  Finally, drag the "Creation Name" and "Creation Path" into the Additional Information Section. 

DragFields.png

"Creation Name" will be the Landing Page name and "Creation Path" will be the Landing Page URL.

Field Mapping

The table below shows all BoldLeads fields and their corresponding field in Propertybase.

Note: Cells in yellow denote enriched data. Click the FAQs tab to learn more.

BoldLeads (Field) Properytbase (Object) Propertybase (Field)
type contact Contact Type
name contact Name
email contact Email
phone contact Phone
age contact Birthdate
advertisement_source contact Landing Page URL
first_name contact Name
last_name contact Name
primary_phone contact Phone
secondary_phone contact Other Phone
cell_phones contact Mobile
address inquiry Property Address
street_name inquiry Street Name
city inquiry City
state inquiry State
zipcode inquiry Zip/Postal Code
selling_in inquiry Selling Time Frame
baths inquiry Bathrooms - Min
sqft inquiry Area
buy_time_frame inquiry Buying Time Frame
price_range inquiry Price - Max/Price - Min
beds inquiry Bedrooms - Max/Bedrooms - Min
value_range inquiry Estated Valuation
eppraisal_valuation inquiry Eppraisal Valuation
household_members inquiry Household Members
homeowner_confirmed inquiry Homeowner Confirmed
length_of_residence inquiry Length of Residence in Home (Months)
mortgage_date inquiry Mortgage Date
purchase_amount inquiry Purchase Amount of Home
estimate_home_value inquiry Estimated Home Value

FAQs


Where can I find help with the BoldLeads system?

For information specific to the BoldLeads platform, please visit the BoldLeads Help Center.


What is enriched data?

BoldLeads uses a third-party data provider to enrich lead data. Using the lead's street address additional data is added to the lead. If no data is found using address, then email and phone are used. If no data is found using email and phone, first and last name are used.

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