Summary

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


Solution

You can have HouseHunt leads go directly to a specific agent or into a distribution pool for the agency. To send HouseHunt 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 HouseHunt 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 HouseHunt 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 provide this email address to HouseHunt. Send an email to the following address:

cknight@househunt.com


Inform them that you wish to have REfindly's CRM copied on all of your leads, and provide them the email address that you found earlier. They will then add the new email address to your account and you will automatically receive your HouseHunt leads in the CRM.