Marketing
      Back to home
      1. Help Center
      2. Mortgage Website
      3. Marketing

      Post leads to CRM automatically

      You will need the posting URL from your CRM in order for your leads to post.

      Add a lead posting URL:

      1. Go to Leads > Lead Posting.
      2. Paste your lead posting URL in the corresponding field under Lead Posting.
      3. Click "Save Changes".

      Lead Postings

      Lead Posting Configuration Details


      You will also find Lead Posting details for SmartApp1003.  To locate the Lead Posting for SmartApp1003, please follow the steps below.

      1. Log into your SmartApp service 

      2. Click into the  App Settings > Lead Posting section.

      3. If integration has been setup, you will have options to enter posting Data.  In this example, you can see Velocify and LendingQB

      Did this answer your question?