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Routing Leads From Other Sources to Your Placester Account

Routing Leads From Other Sources to Your Placester Account

This article will show you how to route leads from third party real estates sites such as Zillow, Realtor.com, Homes.com, and Trulia onto your Placester CRM.

Importing Leads

Placester's CRM now has the ability to route leads from third party sources. You can learn more about managing your leads in general here.

Leads Tab

In order to do this, you must first log onto your Placester account, click on the Application button and then click on Leads. Then, go to the Groups tab. Under the groups tab, you will see all the groups you created and groups for sites such as Zillow, Homes.com, Realtor.com, and Trulia (see below).

Clicking one of the groups will take you to the details page for the group. This is where you will be able to get the routing e-mail needed to bring in leads from the respective real estate site.

Now that you have the forwarding e-mail address, you will need to log into the respective real estate site and input the e-mail address as shown below.

Zillow/ Trulia

Important note:  Forwarding from Zillow/Trulia is temporarily unavailable due to some adjustments being made to the upload process.  

 

 

 

Homes.com

To add the lead routing email at Homes.com, login to your account and click the Apps icon at the top of the page, then My Profile.

On the following screen, click the Contact Info tab and enter the Placester lead routing email in to the Email Address field in the Online section, then click Save.

Realtor.com

Realtor.com has recently changed their process for lead routing, temporarily halting this functionality.  This article will be updated shortly with the new process. 

 

Need More Help? 

If you have additional questions about importing your leads from services such as Zillow, Trulia, Homes.com and Realtor.com, let our support team know at support@placester.com.

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