How do I set up lead alerts and start receiving notifications for new leads?

How to set up an integration to automatically sync your leads to your CRM

Connect a lead management system of your choice to the Real Estate Bees platform by setting up a simple integration to automatically sync your leads to your CRM!

In this article you will learn how to set up an integration to 6,000+ apps using Zapier. 

To get started, follow these simple steps:

1) Log in to your Real Estate Bees account using your email address and password.

2) Click the "My leads" tab on the left-hand side navigation within the Leads & Referrals section and then click the "Delivery settings"  option.



3) Click the "CREATE INTEGRATION" button, and select lead type you want to integrate



You can only integrate one lead type at a time.  If you wish to integrate additional lead types, please create a separate integration for that lead type.

4) Give your integration a name to remind you what each integration was generated for.

For instance, let's say you generated one integration for cash offer leads, and another for buyer leads. In this case the name will come in handy by allowing you to describe each integration



5) Select which software you would like to send your leads to. At this time you will only be able to integrate through Zapier which supports more apps than any other platform.



We don't currently have native integrations. If you want a native integration with the software you use, suggest it below.

6) At this time you will need to paste your webhook URL generated through Zapier into the dashboard.


For instructions on how to generate this URL, please follow this link.

6) Your integration has been created! Now it’s time to test the integration. To send test fields to Zapier, click the “SEND TEST REQUEST”  button.


Mapping Fields


Below are the fields for each lead type sent to the Zapier webhook URL:

Real estate seller leads: Cash offers

Field name

Name

Value type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Property Type

property_type

string

Address

address_street

string

City

address_city

string

State

address_state

string

Zip code

address_zip_code

string

Relation To Property

relation_to_property

string

Desired Asking Price, $

desired_asking_price

number

Current mortgage/debt, $

current_debt

number

Listed with Realtor

listed_with_realtor

string

Listed on MLS

listed_on_mls

string

Reason for selling

reason_for_selling

string

Special circumstances

special_circumstances

string

Sale urgency

sale_urgency

string

Occupancy status

occupancy_status

string

Interested in leaseback

interested_in_leaseback

string

Needed repairs

needed_repairs

string

Property condition

property_condition

string

Approx. cost of repairs, $

approx_cost_of_repairs

number

Bottom line asking price, $

bottom_line_asking_price

number

Beds

beds

number

Baths

baths

number

Units

units

number

Building, sqft

building_sqft

number

Lot/Land, sqft

lot_land_sqft

number

Monthly rent, $

monthly_rent

number

Zip

zip

string

Message

message

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


Real estate seller leads: Listings

Field name

Name

Value type

Lead_ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Property Type

property_type

string

Address

address_street

string

City

address_city

string

State

address_state

string

Zip code

address_zip_code

string

Relation To Property

relation_to_property

string

Desired Asking Price, $

desired_asking_price

number

Current mortgage/debt, $

current_debt

number

Listed with Realtor

listed_with_realtor

string

Listed on MLS

listed_on_mls

string

Reason for selling

reason_for_selling

string

Special circumstances

special_circumstances

string

Sale urgency

sale_urgency

string

Occupancy status

occupancy_status

string

Interested in leaseback

interested_in_leaseback

string

Needed repairs

needed_repairs

string

Property condition

property_condition

string

Approx. cost of repairs, $

approx_cost_of_repairs

number

Bottom line asking price, $

bottom_line_asking_price

number

Beds

beds

number

Baths

baths

number

Units

units

number

Building, sqft

building_sqft

number

Lot/Land, sqft

lot_land_sqft

number

Monthly rent, $

monthly_rent

number

Zip

zip

string

Message

message

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


Real estate buyer leads

Field name

Name

Value type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Property location

Name: property_location

string

Property location: Street

property_location_street

string

Property location: City

property_location_city

string

Property location: State

property_location_state

string

Property location: Zip code

property_location_zip_code

string

Property type(s) of interest

property_types_of_interest

string

Beds

beds

number

Baths

baths

number

Property use

property_use

string

Min price, $

min_price

number

Max price, $

max_price

number

Min building size, sqft

min_building_size

number

Max building size, sqft

max_building_size

number

Type of business

type_of_business

string

Reason for selling

reason_for_selling

string

Special circumstances

special_circumstances

string

Sale urgency

sale_urgency

string

Occupancy status

occupancy_status

string

Interested in leaseback

interested_in_leaseback

string

Needed repairs

needed_repairs

string

Property condition

property_condition

string

Approx. cost of repairs, $

approx_cost_of_repairs

number

Bottom line asking price, $

bottom_line_asking_price

number

Important attributes

important_attributes

string

Buyer notes

buyer_notes

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


Loan leads: Real estate loans

Field name

Name

Value type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Locations

locations

string

Loan Amount, $

loan_amount

number

Property types

property_types

string

Property use

property_use

string

Loan use

loan_use

string

Loan term(s)

loan_terms

string

Offer status

offer_status

string

Est. market value of property, $

est_market_value_of_property

number

Est. loan balance, $

est_loan_balance

number

Second mortgage

second_mortgage

string

Purchase price of property, $

purchase_price_of_property

number

Down payment

down_payment

string

Construction cost, $

construction_cost

number

Land cost, $

land_cost

number

Cost of repair, $

cost_of_repair

number

After repair value, $

after_repair_value

number

Flipped in the last 36 months

flipped_in_the_last_36_months

string

Built in the last 36 months

built_in_the_last_36_months

string

Rental properties owned

rental_properties_owned

string

First-time buyer

first_time_buyer

string

Served in military

served_in_military

string

Employment status

employment_status

string

Annual income before taxes

annual_income_before_taxes

string

Est. credit score

est_credit_score

string

Bankruptcy/Foreclosure/Short sale in last 7 years

foreclosure_in_last_7_years

string

Borrower notes

borrower_notes

string

Buyer notes

buyer_notes

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


Loan leads: Business loans

Field name

Name

Value type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Address

address

string

Address: City

address_city

string

Address: State

address_state

string

Address: Zip code

address_zip_code

string

Loan Amount, $

loan_amount

number

Loan use

loan_use

string

Business type

business_type

string

Business industry

business_industry

string

Length business operating

length_business_operating

string

Current annual revenue

current_annual_revenue

string

Guarantor’s estimated credit score

guarantors_estimated_credit_score

string

Borrower notes

borrower_notes

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


Loan leads: Property tax loans

Field name

Name

Value type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Address

address

string

Address: Street

address_street

string

Address: City

address_city

string

Address: State

address_state

string

Address: Zip code

address_zip_code

string

Loan Amount, $

loan_amount

number

Loan use

loan_use

string

Property Types

property_types

string

Primary residence

primary_residence

string

Taxes due with penalties and interest

taxes_due

string

Est. market value of property, $

value_of_property

number

Business type

business_type

string

Length business operating

length_business_operating

string

Business industry

business_industry

string

Current annual revenue

current_annual_revenue

string

Guarantor’s estimated credit score

guarantors_estimated_credit_score

string

Borrower notes

borrower_notes

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


Loan leads: Personal loans

Field name

Name

Value type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Address

address

string

Address: City

address_city

string

Address: State

address_state

string

Address: Zip code

address_zip_code

string

Loan Amount, $

loan_amount

number

Loan use

loan_use

string

Employment status

employment_status

string

Annual income before taxes

annual_income_before_taxes

string

Est. credit score

est_credit_score

string

Level of education

level_of_education

string

Borrower notes

borrower_notes

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


Property tax consultant lead

Field

Name

Value Type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Services needed

services_needed

string

Property

property

string

Property: Street

property_street

string

Property: City

property_city

string

Property: State

property_state

string

Property: Zip code

property_zip_code

string

Relation to property

relation_to_property

string

Estimated total value, $

estimated_total_value

number

Additional notes

additional_notes

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


Title company leads

Field

Name

Value Type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

Service location(s)

service_locations

string

Title services urgency

title_services_urgency

string

Reason needing services

reason_needing_services

string

Services requested by

services_requested_by

string

Additional notes

additional_notes

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


1031 exchange intermediary leads

Field

Name

Value Type

Lead ID
lead_id
number

Lead submitted

lead_submitted

string

Type

type

string

1031 Exchange urgency

1031_exchange_urgency

string

Property location

property_location

string

Property location: Street

property_location_street

string

Property location: City

property_location_city

string

Property location: State

property_location_state

string

Property location: Zip code

property_location_zip_code

string

Services requested by

services_requested_by

string

1031 Exchange status

1031_exchange_status

string

Found replacement property

found_replacement_property

string

Estimated exchange value, $

estimated_exchange_value

number

Additional notes

additional_notes

string

Contact First Name

contact_first_name

string

Contact Last Name

contact_last_name

string

Contact Email

contact_email

string

Contact Phone

contact_phone

string

Contact Position

contact_position

string

Contact Company Name

contact_company_name

string


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