Integrate with Zapier
Zapier is a CRM platform that integrates hundreds of different apps (like Listing Booster and Google Drive) to create powerful automated workflows.
zapier.com and sign up for a new account. Your login information does not need to match your Listing Booster account credentials (though you will need your Listing Booster login later).
You'll be redirected to the following page. Click Accept Invite & Go To Dashboard.
Then, search for Listing Booster and select it.
Next, choose to trigger an action based off of either your Web Leads or Text Leads. Don't worry if you're not sure what to do yet, you can always test, edit and even remove your workflows.
When ready, click Save + Continue.
Next, click Connect a New Account.
Then, enter the email and password used to login to your Listing Booster account. Click Yes, Continue.
On the following page, you may test your account connection to ensure it's working correctly. Then click Save + Continue.
Next, click Fetch & Continue.
You should see the message, "Test Successful". Click Continue.
Let's walk through that exact example, step-by-step below. You'll be completing the action steps on the left-hand side of your screen.
First, you'll need to create a spreadsheet in your google drive account to populate with your leads. I've created a simple spreadsheet, picture below, with the following columns:
- Phone Number
- Property Address
It's also import you remember the name you've given your spreadsheet. Mine is Listing Booster Leads.
Go back to Zapier and if not on the following page, go to Zaps > Drafts > your zap name.
Next, choose your action. In our case, it's going to be Create Spreadsheet Row. Then click Save + Continue.
Next, choose your google account and click Save + Continue.
Next, choose your spreadsheet from the drop-down search bar.
Next, choose your Worksheet. If yours doesn't say Sheet1, then you would have set that up when you made your spreadsheet before.
You should have noticed 4 more fields populate according to the columns you labeled in the spreadsheet earlier. Now, you want to connect the right Listing Booster lead information with the right column in your spreadsheet.
Click the button on the right to insert a Listing Booster field into your phonenumber column. Then select Lead Phone in the drop-down menu.
Repeat this for the name field. Click the insert button and select Agent First Name. Repeat steps to add Agent Last Name. Please note that you'll probably want to add a space in the search field between these two pieces of information.
Repeat this process for the next two fields. For propertyaddress, insert the Property Address lead information from Listing Booster. You may also wish to add City, State and Zip Code.
For the email field, insert the Lead Email information from Listing Booster.
Your finished product should reflect something similar to the screenshot below. Click Continue.
Next, choose to test your spreadsheet if you wish. Once done, click Create + Continue.
Almost done! You can view your spreadsheet row to make sure everything looks okay or Finish.
You're done! Watch as your leads spreadsheet begins to build itself.
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