Integration Setup -

Below are instructions on how to set up your leads to automatically be added to your Happy Grasshopper account. Once you do this you'll be able to automatically follow up with your leads.

Step 1:

Create a tag in Happy Grasshopper by clicking Manage Tags and then Add New Tag. Name it and set the audience to Leads.

Step 2:

Copy the email forwarder that is created.

Step 3:

Log in to your account and select Update my Profile from the options. On the next screen, select My Account in the top right and click on Account Settings from the drop-down menu.

Step 4:
Click the Contact Info tab at the top of the agent profile. Once there, you can enter the forwarding email you copied from your Happy Grasshopper account in the Alternate Email box. Don’t forget to save. =)

Step 5:

You may want to export any leads that are already in your account. To do this you can use the instructions provided by here:

Then follow the instructions for uploading contacts to Happy Grasshopper here:

Step 6:

Sit back and relax. Your leads will now automatically be added to your Happy Grasshopper account.

PRO TIP: If there's already an email here, you'll have to create a forwarding email address -  click here to see how.

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