More Info for CRM

Contactually

You can get your Contactually API Key by going into your Contactually account. Go to the Settings page and then select the API tab on the left pane.

Follow-Up Boss

You can get your Follow-Up Boss API key by logging into your Follow-Up Boss account. Once there, hover over your name in the top right hand corner and click on My Settings. Now click the tab that says “Send In Leads”. At the bottom of this screen will be your API Key.

Kunversion

This special email address that you would forward your new lead emails to can be found in two places: 1. Scroll down to the bottom of your Agent Dashboard, and you will see it in the footer of the site, under your subdomain. It will look like “[email protected]” or something like that, where 000 is your unique ID. 2. This is also listed on the embed page, which can be found here, under the Forward Lead Notifications to: section. http://www.kunversion.com/agent/desktop/embed.php Then you can simply forward that email to your import address, and the lead will be added.  A copy of the email will be saved in Gmail, and any information we see will be saved in the leads’ notes.

Market Leader

To find your Market Leader system email address: Log in to your Market Leader system, click the Admin tab, click My Account, and click Settings.

PropertyBase

To get a security token, please follow these steps:
1. Click on your name 2. Select My Profile (or My Settings) 3. Select Personal 4. Sixth option is “Reset My Security Token”
Only reset your security token if you do not already have one as this will reset the security token for all of your synced applications.

Salesforce

To get a security token, please follow these steps:
1. Click on your name 2. Select My Profile (or My Settings) 3. Select Personal 4. Sixth option is “Reset My Security Token”
Only reset your security token if you do not already have one as this will reset the security token for all of your synced applications.

Wise Agent

To get your API key, please click the wise agent link above and log into your account first. Then, follow these steps: 1. Click Here 3. At the bottom of the page, double click on the API key within the rectangle 4. If there is not API key located here, click on the “Add another key” button 5. Paste this API key within on the CRM page within AM Open House