This tool is a great way to get new leads automatically into kvCORE from other places.
What is the Lead Dropbox / What are Lead Imports?
You can usually buy Real Estate Leads from places like Realtor.com, or Zillow, or Facebook. Actually, any third party that sells Real Estate Leads can have those leads put directly into your kvCORE database.
When one of these third parties emails you a new lead, that email contains the lead's information. It usually tells you the Name, Email, Phone, etc. of the new lead.
By forwarding that email to a special email address for your kvCORE account, the system will "read" the email and copy all the information into a new lead in kvCORE! This eliminates the need for you to manually enter the leads you purchased elsewhere.
In cases such as GMail or Outlook, you can actually have those emails automatically forwarded to kvCORE for you, so you don't need to do it yourself.
What can the Lead Dropbox do?
The lead dropbox can do one of two things.
- Receives an email related to or from one of the sources listed below.
- Receives an email with an attached CSV file that will automatically import the contacts within the csv file into your kvCORE database.
There are strict rules on how these functions work, which are outlined below.
How to access Lead Dropbox
Click Here to go to the Lead Dropbox, or follow the instructions below.
1. Click on 'Lead Engine' on the left hand side of your dashboard.
2. Click on 'Choose Lead Source'
3. On the following page, your available sources are separated into different primary funnels.
Office - New Leads sent to these resources will be sent to your Office Lead Routing.
Team - New Leads sent to these resources will be sent to your Team Lead Routing.
Personal - New Leads sent to these resources will be sent directly to your personal database.
Email Imports are a way for leads to automatically funnel into kvCORE.
Normally, when you get a lead from somewhere, like Realtor.com, you get an email that tells you that you have a new lead.
So long as that email has the leads' contact info in it, we can have that email sent to kvCORE via email import, and kvCORE will create the lead for you in your SmartCRM. So, there is no need for you to type in all the contact information by hand.
Ideally, you would just go to your Realtor.com settings (for example) and enter your import email, as the email to send new leads to.
In that situation, the new lead info is received by kvCORE immediately, then it will report to you in your inbox that the New Lead was successfully, or unsuccessfully imported.
To get started, you can copy your import email using the 'Copy' button to the right of the email address. Then, you can start forwarding email to it.
Manual Email Import Template
One of the email types that are recognized by the email importer is this one - a generic or standard template that you can fill in by hand if you wanted to. Or, if you are designing an automatically generated email to deposit leads into kvCORE, you can also use this format. Each of the fields listed below must be present and each of them on their own line.
SUBJECT: The subject of the email MUST say: Add Contact
Auto Importing Emails
Auto importing means that the email is sent directly from the source to kvCORE without you having to manually click "forward" each time you get a new lead. This is done by either telling your email client (like GMail) to automatically forward certain kinds of emails, or by logging into your lead source (like Realtor.com) and telling it to send leads directly to kvCORE.
If you already get all of your non-kvCORE "New Lead" emails in GMail, then there is a two-step process for getting those emails into KV automatically.
First, you need to add your agent import address as a forwarding address. Remember, all emails sent to the import-agent address are forwarded to you. So, you can add it to GMail pretty easily.
- On your computer, open Gmail using the account you want to forward messages from. You can only forward messages for a single Gmail address, and not an email group or alias.
- In the top right, click Settings Settings.
- Click Settings.
- Click the Forwarding and POP/IMAP tab.
- In the "Forwarding" section, click Add a forwarding address.
- Enter the email address you want to forward messages to.
- Click Next and then Proceed and then OK.
- A verification message will be sent to that address. The Email Import address forwards to your Gmail, so wait for the email to come into your GMail inbox. Click the verification link in that message.
- Once the email is verified, we are done.
Next, we want to create a filter for our New Lead Emails. Open your main inbox, and click the search drop down, and enter the most specific criteria that will match the incoming new lead emails. Then, select the option to forward.
Third Party Lead Forward
Most third parties have options for you to have your leads that you purchased from them, sent to a specific email. In these cases, have your new leads sent directly to your import-agent email.
For Zillow and Trulia, do not use email imports. Use Zillow Tech Connect. Your Zillow Tech Connect ID is listed below the import email address.
First, log into your realtor.com account. Then, click on the main menu at the upper right corner, and click on settings.
Then, click on 'Lead Settings' on the left.
You will need to scroll down until you see the settings for 'Connections Plus,' 'Profile Leads,' and 'Courtesy Leads.' The settings for all three need to be changed individually.
After clicking on 'Change' for one of the settings, you will see the option to specify where to send those leads.
Begin by clicking 'add email' (if applicable, you could also edit an existing forward instead.)
- First, select 'Lead Forwarding' from the drop down menu.
- Then, paste in your Lead Dropbox email.
- Finally, select 'Plain Text' as the format of the message.
Click 'Save' when done.
Repeat this process for all three lead sources.
Your leads will now flow through kvCORE and you will receive notifications and forwarded copies of any non-lead emails in your email account.
Supported Known Lead Sources
Emails from these sources can be specifically identified and imported correctly and automatically via the kvCORE lead dropbox email.
Please Note - We currently do not offer an import from the following sources, due to the fact that the formats of their lead notifications constantly change (for unknown reasons.)
- CINC leads
- Fast Expert
- LionDesk New Leads
- SmartZip Leads
- SuccessWebsite Leads
- Trulia/Zillow Rental Leads
- Zillow Premier Agent
CSV Dropbox Imports
Similar to forwarding emails to the import-email address, you can attach and send entire CSV files as well. The attached file will be read and all of the contacts within it will be automatically added to kvCORE. This is an alternative method to using the Bulk Import Tool. The Bulk Import Tool allows you to match each field from your source file exactly to the corresponding field in kvCORE, in addition to some basic follow up functions that you can see here. However, some people find it faster to manipulate spreadsheets directly.
The difference between this and the bulk import tool, is instead of manually matching the fields after you upload the file, you first paste in all of your contact info, then send the file in, and an automated process adds the contacts. There are no additional functions and it's completely automated.
Please Note - The import csv that you send in MUST exactly match the template, which you can download here. Do not alter the template headers or columns in any way, or your imported leads will have all of their information entered into the wrong fields in your system. It will not be possible to fix easily.
To use this import service:
- Download this CSV Template.
- Paste in all of the contact information under each corresponding header. Do not alter the header names or the order of columns in ANY WAY.
- Set the subject of your email to: New Lead CSV
- Attach your filled CSV File to the email, then send it to your kvCORE lead dropbox email address.