Summary

This FAQ will help you automatically bring in new Realtor.com leads into the CRM.

Solution

You can have Realtor.com leads go directly to a specific agent or into a distribution pool for the agency. To send Realtor.com leads to an agent, go to http://crm.refindly.com/Profile. There is a Lead Insertion Email under that Agent tab that will look something like 52efbe0a64cdc155582f7181_1150@refindlyleads.com. If you wish to send Realtor.com leads into an agency distribution go to the Agency tab within the profile (The Agency Tab will only be available to brokers within the agency). There is an Inbound Leads email that will look something like 52ffbe8a64cdc155582f7181@refindlyleads.com. Whichever email you chose (to agent or to agency distribution) is the email we will give to Realtor.com so keep it handy. 

Note that any email sent to the addresses above will also forward to the email registered with the CRM. You won't miss out on any emails.

Now, let's head over to Realtor.com.

Profile > Settings > Lead Settings

Once in Lead settings add a secondary email, the inbound email mentioned above from your REfindly CRM. Save Lead settings and then send a test lead from the Lead settings page on Realtor.com

You are good to go now. Realtor.com will email us when a new lead comes in and we'll stick it into the CRM for you.