Internet Marketing Agency | WordPress Websites & Online Marketing

CRM Integration via Email

Follow

CRM Integration via Email

Many Client Relationship Management systems have the capability to parse lead information from an email. There is a way to use this feature in IDX Broker Platinum to accommodate such CRMs.

Once logged into IDX Broker, navigate to Preferences -->Global Preferences.

Select the Email Settings tab.
email settings navigation
Set the Contact CC/BCC to BCC and enter the email address give to you by your CRM.
Email CC settings
That's it. Now every time you get a lead, your CRM will receive the lead information for you to better keep track.
 
Have more questions? Submit a request