Routing Leads From Other Sources to Your Placester Account

Katherine Ramirez Updated by Katherine Ramirez

With the Placester CRM, agents have the ability to route leads from third party real estates sites such as Zillow, Realtor.com, Homes.com, and Trulia. This article will walk you through the different processes for each third party source.

You can learn more about managing your leads in general here.

 

Zillow/Trulia

In order to route your leads from your Zillow or Trulia account, you must first log into to your Placester account, and click the dropdown in the upper right-hand corner. Then, click on “ Account Setting.”

 

You will then be brought to your Profile page where you will be able to locate your Account ID. You will need this ID when connecting your Placester account with your Zillow and/or Trulia account.

 

With your Account ID handy, login to your Zillow account. From there, navigate to your Agent Hub page, where you will click on the “Account” tab, and then “Connect to CRM”. This will pull up the “Connect to My CRM” page, where you will want to click on the “Add Partner” option.

 

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Next, you will want to click on “Select a Partner” which will bring up a dropdown menu of CRM options (listed in alphabetical order). Scroll down until you’re able to click on “Placester”.

 

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Once you’ve selected Placester, a section titled “Provide a Partner ID” will appear on the page. This is where you will want to enter your Placester Account ID. Once you’ve added in your ID, click on the blue “Save” button to connect your Zillow account with your Placester CRM.

 

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From there you will be then be returned to the “Connect to My CRM” screen and see that Placester has now been added to the Partners dashboard, and your new leads will now be forwarded to your Placester CRM!

 

Homes.com

In order to route your leads from your Homes.com account, you must first log onto your Placester account, click on CRM.

 

Once you’re in the CRM, click on the Groups tab. From here, you will see all the groups you created and default groups for sites such as Zillow, Homes.com, Realtor.com, and Trulia. To continue, click on the Homes.com group.

 

On your Homes.com group profile, you will be able to copy your Lead Forwarding address for your Homes.com account. You will need this email to connect your Homes.com account to your Placester CRM.

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With your lead routing email handy, login to your account and click the Apps icon at the top of the page, then My Profile.

 

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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”.

 

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Realtor.com

In order to route your leads from your Realtor.com account, you must first log onto your Placester account, click on CRM.

 

 

Once you’re in the CRM, click on the Groups tab. From here, you will see all the groups you created and default groups for sites such as Zillow, Homes.com, Realtor.com, and Trulia. To continue, click on the Realtor.com group.

On your Realtor.com group profile, you will be able to copy your Lead Forwarding address for your Realtor.com account. You will need this email to connect your Realtor.com account to your Placester CRM.

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With your lead routing email handy, login to your Realtor.com Dashboard. You can access this dashboard by clicking  here.

Once you have logged into the Realtor.com Dashboard, you can follow the steps below:

  • Step 1 - Find the dashboard settings by clicking on your picture (avatar) at the upper/right of the screen, and clicking “Settings”.
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  • Step 2 - In the navigation panel, click “Lead Settings” under the Advertising category.
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  • Step 3 - To update the email address leads are sent to, click the “Change” link.
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 From here, you can then update the mailbox type, email address, email format, and even select if you’d like to receive text messages for that particular type of lead.

Next, you will be brought to the “Email Connections for Buyers leads to” section. This is where you can add your Placester lead routing email. If you already have emails inputted into this section, you will want to scroll past your emails till you see the “Add Email” link.

Multiple emails can also be added if you have a partner, or more emails that you'd like your leads to go to.

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In the first field towards the far the left (will at first say “Nothing selected), click on the arrow to open the drop-down menu of different email type options. Click on the CRM (customer relationship management) option.

 

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In the next field (will at first say “Send leads to”), paste your Placester lead routing email. To find out how to locate this email in the backend of your account, refer to the instructions stated in the previous sections of the article.  

Next, you can choose whether you would like to have your emails be sent in HTML or Plain Text format. Once you have completed this section, click “Save”.

 

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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Creating Saved Searches for your Leads [Classic]

Importing Leads [Classic]
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