How can I automatically send leads to my CRM or another email?

How can I automatically send leads to my CRM or another email?

📧 Managing Your Lead Notifications

Never miss a beat! When we capture a new lead for you, we immediately send a notification to your primary email address.

If you want to streamline your workflow, you can also have these leads automatically sent to a second email—like your CRM lead forwarding address. Our notifications are specially tagged so that every major real estate CRM can read and import them automatically. 🚀

đź›  How to Add Additional Notification Emails

Follow these simple steps to ensure your leads go exactly where you need them:

  1. Open Settings: Click the Settings Icon ⚙️ in the upper right corner of your SocialBAY dashboard.

  2. Go to Notifications: Select the Notifications tab from the menu. đź””

  3. Add Your Email: Locate the field labeled Additional Lead Notification Recipients and type in the email address you’d like to add. ✍️

  4. Save Your Progress: Don't forget to click the Save Changes button at the bottom! đź’ľ

đź’ˇ Pro-Tip for CRM Users

Not sure which email to use? Contact your CRM’s support team or check their help docs for your unique "Lead Drop" or "Email Parsing" address. This ensures your leads are imported instantly without any manual entry! 📥

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