Written by Beth You can automatically have your leads go to your CRM REIPro. You’ll want to connect the two platforms, Carrot and REIPro, and then edit each form’s settings to filter information to REIPro.
Let’s dive into the steps to take to make this happen
Step 1: Login to your REIPro Account
From right to left. You’ll want to log in to your REIpro account, click on the “My Account” profile pic on the top right, then “Account Home,” then “Advanced.”
Step 2: Request an API Key to Use on Your Site
*If you have multiple sites to connect to REI Pro then you will use the same API Key on all of them. Therefore, you only need complete steps 1 & 2 one time for your Carrot account, regardless of how many sites you have.
Then click “save changes”
Step 3: Click “Content” on your Carrot Dashboard
Step 4: Go to “Forms” then “Settings”
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Step 5: Click “REIPro CRM”
Step 6: Enter Your API Key From Step 2
Step 7: Map Each Form’s Fields
You’re almost there. Now, you just need to tell REIPro what fields need to be filtered to each area in REIPro. Each form needs every section to have fields mapped where you want them. The fields available are all dependent upon what is available within REIPro. Choose the best option available for each field.
Do the following for each form you want to send to REIPro.
A) Go Back to Forms
B) Hover Over the Form to Select “REIPro CRM” From “Settings”
Click on a form to add a feed to, then click on REIPro CRM under Settings on the chosen form.
C) Map your REIPro fields to your form’s fields
Match up your fields so they get mapped properly in REIPro. I.e. match up Email to Email, Phone to Phone.
Step 8: Test the form
After the feed is added, it is a good idea to test the form. Simply visit your website, find the form you are working on, then fill it out.
You should then see your lead come through to your REIPro account.