Summary

This FAQ will help you get new Listhub leads to automatically import into the CRM


Solution

You can have Listhub leads go directly to a specific agent or into a distribution pool for the agency. To send Listhub 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 52efbe0a64cdc15[email protected]. If you wish to send Listhub 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 [email protected]Whichever email you chose (to agent or to agency distribution) is the email we will give to Listhub so keep it handy. 

 

Now, let's head over to Listhub.

 

Go to https://app.listhub.com/accounts/login.action and login with your Listhub credentials. 


Click your username and cog icon on the top right and then select Settings.


Click Property Page Settings


The last form field on this page is for Override Email. Here, you will put your REfindly Lead Insertion email for either your agent or your brokerage. Now click Save and you will be good to go!