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.
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.
STEP 3: Open the "Objects and Fields" folder.
STEP 4: Click on the "Object Manager" link.
STEP 5: Click into the "Contact" object.
STEP 6: Select the option for "Individual Contact".
STEP 7: Finally, drag the "Creation Name" and "Creation Path" into the Additional Information Section.
"Creation Name" will be the Landing Page name and "Creation Path" will be the Landing Page URL.
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)|
|advertisement_source||contact||Landing Page URL|
|selling_in||inquiry||Selling Time Frame|
|baths||inquiry||Bathrooms - Min|
|buy_time_frame||inquiry||Buying Time Frame|
|price_range||inquiry||Price - Max/Price - Min|
|beds||inquiry||Bedrooms - Max/Bedrooms - Min|
|length_of_residence||inquiry||Length of Residence in Home (Months)|
|purchase_amount||inquiry||Purchase Amount of Home|
|estimate_home_value||inquiry||Estimated Home Value|
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.