Team Starter - Syncing Leads
Syncing leads is one of the most important features you’ll find within your Happy Grasshopper account. It allows you to automate leads from other lead sources (your CRM, Zillow, Realtor.com, etc.) to either your Manager Panel or directly to each User on your team.
From a team account perspective, automation will likely be created within the (Admin) Manager Panel if this lead source is shared by everyone. You’ll then be able to transfer contacts to begin sending from any User within your account. Let’s take a look!
The first thing you’ll need to do is locate the tag that corresponds with the source you want to sync. For instance, if you’re looking to sync Zillow, you’ll want to locate the Zillow tag. If the tag doesn’t exist, you’ll need to create one. Find out more about Creating Tags here.
PRO TIP: Any tag created within the Manager Panel will be labeled as a “Team Tag,” and will be shared by every user on the team. This is most useful for round-robin lead assignment since the recipient will receive shared content, but each message will appear as sent from the user they are assigned to. When creating tags for only an individual, you’ll need to create them directly within their personal user account!
Once you’ve located the team tag (lead source) you want to sync, you’ll click the Details button to the right of each tag name. You’ll notice that there is a unique email for each user on the team. This ensures the right leads go to the right places.
Those email addresses are what you’ll forward leads to. Sources such as Zillow, Trulia and Realtor.com require additional emails to CC lead notifications to, and this is the direct email you’ll want to provide. Make sure you’ve selected the right team member when copying!
For information on how to sync a specific lead source, please visit our support blog for step-by-step walkthroughs for many popular lead sources!