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[BoldTrail - Onboarding] Connect Your Lead Sources
[BoldTrail - Onboarding] Connect Your Lead Sources
Updated over 5 months ago

Overview

The power of the BoldTrail platform is bringing all your contacts and leads into one place to nurture and convert into clients. The Lead Engine contains all the tools you need to connect to 3rd party lead sources and grow your database.

With tools like email forwarding, Zapier, and Zillow Tech Connect you can connect all of your third-party lead sources from places like realtor.com, ylopo, and more. Use these tools to connect your lead flows to your new CRM.

Here, you can find your keys and unique lead-forwarding email information as well as the steps to connect your lead sources to your database so you can easily manage and nurture your relationships all in one place.


Using Zillow Tech Connect, Zapier & Email Forwarding

Easily find directions on connecting Zillow Tech Connect and Zapier, and using email forwarding from the Lead Engine > Lead Dropbox.

From there you can select 'Learn More' under 'Connect Your Lead Sources' and get directions directly in the platform.

To learn more about all of the lead forwarding options, click here.

Have more questions or need assistance? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!

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