Auto-Import of Leads to Realty Juggler

Auto-Import of Leads to Realty Juggler

RJ has an eMail Feed feature. EmailFeed Feed will take any email and converts it into a Prospect record.

Go to RJ account > Settings

Go to eMail Feed

Copy the email address which will create a New Prospect record in RJ

EmailFeed for Prospects

You can send an eMail to RealtyJuggler and have a new Prospect record automatically created based upon the contents of that eMail. This is a perfect way to feed leads from your IDX or any other web site that already has a Contact Me form.

Go to: Main:Settings:eMail Feed for details on the exact eMail address you should send your leads to. Each RealtyJuggler account has a unique eMail address, allowing to easily feed leads to your account.

If no vCard is included, then the subject and body of the eMail will be parsed for key information such as name, phone number and Email address. The list of the field names that RealtyJuggler looks for are listed below:

·  First Name:First Name

·  Last Name:Last Name

·  Name:If first and last name are combined, use this field name.

·  Home Phone:Home Phone Number

·  Work Phone:Work Phone Number

·  Office Phone:Office Phone Number

·  Mobile Phone:Mobile Phone Number

·  Cell Phone:Mobile Phone Number

·  Address:Home Address

·  City:City

·  State:State

·  Province:Province

·  Postal Code:Postal Code (can also use Zip Code)

·  Zip Code:Postal Code

·  EMail:EMail address

·  Country:Country

·  MLS ID:MLS ID

·  Source:Referral Source. If not specified, will default to 'eMailFeed'.

·  SourceDescription:Source Info

·  Category:If blank the categories will be set to 'CallNow' automatically. Otherwise, will be set to the category you specify plus 'CallNow'.

·  Looking_To_BuyIf this word (1 word, no spaces) is in the body or subject, then the buyer check-box is checked in prospect record

·  Looking_To_SellIf this word (1 word, no spaces) is in the body or subject, then the seller check-box is checked in prospect record

·  Looking_To_RentIf this word (1 word, no spaces) is in the body or subject, then the rental check-box is checked in prospect record

For example, if the body of the eMail contained the following information:

Name: Andrew Anderson
Address: 858 Main Street
City: Wildson
State: Colorado
Zip Code: 87679
Home Phone: 967-765-7678
Email:
These are some notes.

All of the appropriate fields for a new Prospect record are configured automatically.

Zillow Tech Connect

Zillow offers a way to feed leads into RealtyJuggler called Tech Connect. We recommend using Tech Connect instead of email feed when feeding leads from Zillow into RealtyJuggler.

Sign into Zillow

Click the "Contacts:Connect to my CRM" tab at the top of the screen.

Click the "Add Partner" button.

Select "RealtyJuggler" from the drop-down menu and enter the email address that you use to sign into RealtyJuggler with. Click "Save".

Leads from Zillow will now be automatically fed into RealtyJuggler Prospects database and an email will be sent notifying you of the new lead.

Trulia

Add the prospect email ID under Settings of Trulia account

Profile>Settings