Import Agentology Leads Into CallAction Automatically
If you are using Agentology currently you can automatically import leads into CallAction for long-term lead follow-up, reverse data-append, nurturing or simply to sync leads into your integrated real estate CRM. View our Agentology workflow.
Using this automation you can setup our basic email settings lead engagement system for a quick follow-up or build a custom drip campaign. All imported Agentology leads will also be nurtured long-term with our Holiday text campaign system.
Steps to Integrate Agentology into CallAction
- Login to CallAction
- Click on "Numbers"
- Add a new "Phone Number" for Agentology leads
- Click on "Manage"
- Click on "Email Settings"
- Set the "Campaign Name" to "Agentology" to tag leads.
- Setup email forwarding rule of Agentology leads into CallAction via our email parse with the following parameters:
- From: firstname.lastname@example.org
- Subject: Unresponsive (or other status in the subject line)
- Exclude the Agentology Phone number from being imported via parse.
- You have two follow-up options:
a) Automated Text Response in the email parser settings
b) Attach a drip campaign from our custom text drip campaign system
All Agentology leads that are imported into CallAction can also be synced in real-time to CallAction integrated CRMS like FollowUp Boss, CINC, Boomtown ROI, LionDesk, Top Producer and others.
You can also automatically sync the lead into Altos Research for a long-term email campaign using market data.
Want to Try this Agentology to CallAction Integration?
If you are not currently a CallAction lead engagement automation platform user you may setup a free 14-day trial of our system. You can activate your account in less than 9 mins and use this integration for the next 14-days for free.
Start your Free 14-Day Trial of CallAction