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.
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 |
| contact | ||
| 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.
