Lead intake
Lead emails from any source become leads, matched to existing contacts and routed to the right agent.
Lead notification emails from Zillow, Realtor.com, Homes.com, your website or any other source become leads, matched to existing contacts and routed to the right agent. There are three ways in: paste an email, forward lead emails to a lead mailbox, or post your website form to the webhook. There is no direct Zillow or Realtor.com connection; the app reads their notification emails.
Paste a lead email
Open Lead inbox and click Paste a lead email.
Paste the whole email, including the From and Subject lines.
Click Process. The dialog closes and the email appears in the list. If it shows as Waiting, the app reads it within about a minute.
What happens to each email:
- Created: a new lead with the name, phone, email and property from the email. The source comes from the sender (Zillow, Realtor.com, Homes.com, Website, or Other for an unknown sender). The original email is on the lead's timeline. A lead without a phone gets the Phone missing flag.
- Matched existing: the phone or email belongs to a contact you already have. No new contact is created; the inquiry goes on that contact's timeline and the assigned agent gets Lead assigned.
- Repeats: the same lead email again within 24 hours. It's logged on the lead's timeline as a repeat.
- Needs review: the app found no name, phone or email in the email (a newsletter, say). No contact is created and the Broker and Assistant get a notification.
Work the Needs review queue
Open Lead inbox. A yellow bar shows how many emails need review; the Needs review tab lists them.
Click Email to read the original message.
Click Convert to create the contact yourself from the email, or Ignore to drop it from the queue. Ignored emails stay on the Ignored tab.
Forward lead emails to a lead mailbox
Use a mailbox only for leads (for example leads@yourbrokerage.com or a new Gmail). The app reads it every minute.
Open Settings > Lead intake.
Under Lead inbox, enter the Lead inbox address, IMAP host, Port, Username, App password and Folder, then click Save lead inbox. For Gmail, turn on IMAP and create an app password first.
Each agent adds one auto-forward rule in Gmail or Outlook that forwards lead notification emails to that address.
Forwarded emails then appear in Lead inbox like pasted ones.
Send website form leads to the webhook
Open Settings > Lead intake and find Webhook. Click Show full link to copy it (Broker only).
Have your web form, Zapier or Make post name, phone, email, message and source as JSON to that link. A raw email can be posted in the field raw_email.
The token is part of the link, so keep it private. A post with a wrong token is refused and creates nothing. To get a new link (the old one stops working), open the workflow Lead webhook and use Get a new URL in its Webhook box.
Route leads per source
Open Settings > Lead sources and routing.
Under Routing per source, pick a Rule for each source: Named agent (the first ticked agent gets every lead) or Round robin (leads alternate between the ticked agents).
Set the Default agent for sources without a rule, and click Save.
Each routed lead triggers a Lead assigned notification to its agent.