Connecting LionDesk CRM to Home Value Leads

homevalueleads | January 31, 2015 | CRM Integrations

LionDesk is a great real estate software program that integrates CRM, marketing, and transaction management all into a single location. Luckily, it also has the ability to pull in your real estate leads from multiple sources, including Home Value Leads. Inside LionDesk, go to your settings tab in the navigation bar and click on the “Lead Distribution and Team Settings” tab. Your Lead Email address can be found on that tab. You will also need to set up the routing and distribution rules for Home Value Leads as a lead source. LionDesk has an amazing tutorial on how to do that. Read it here.

Where To Put Your Lead Email in Home Value Leads

Home Value Leads Notification SettingsNow that you have your LionDesk lead email, you just need to put it in the proper location within Home Value Leads. Log into your Home Value Leads dashboard. On the left hand side, click on Site Settings and then go to Notification settings as seen in the image to the left.

Once there, the very first box says “Send New Lead Notifications” (Seen below). This is where you will paste your lead email address that you got from LionDesk.

Below that, there is an option to “Notify Site Admin of New Leads” which is turned on (shows up orange) by default. If you have LionDesk set up to automatically notify you of any new leads, you can turn this option OFF (so that it is gray) so that you aren’t receiving duplicate alerts.

Hit save and you are done!

Home Value Leads CRM Integration

Let us know if you need any assistance with integrating your Home Value Leads account with LionDesk.

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Home Value Leads offers optimized lead generation for real estate agents using lead capture websites to grow home listing pipelines. We continually test all aspects of our lead websites to ensure high conversion rates at the lowest cost per lead. New features are added regularly to enhance the experience of potential sellers and listing agents.