Connecting BoldLeads to Propertybase

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• 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.

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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.

   

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.

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.

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

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Where can I find help with the BoldLeads system?

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

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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.