Expert Home Offers (EHO) Integration

This document steps you through integrating your Expert Home Offers (EHO) account with Forefront CRM so that any new leads that come from EHO are sent to your Forefront CRM.

Overview

  • *Requires Zapier premium account
  • setup a Zap in Zapier to handle receiving leads emailed by EHO
  • setup a webhook in Forefront CRM to receive the parsed lead information from the Zap

Create a New Zap

Setup the Zap Trigger

Name the Zap and Set the Trigger as an Email Parser

Choose New Email as the Trigger Event

Sign In to Zapier Email Parser

Make Sure to Click the Login With Zapier Button

Authorize the Parser Connection

You May Have to Verify The Connection on This Screen

Click ‘Authorize’

Continue with Setting Up Mail Parser

Setup Your Mail Parser Mailbox

Compose Test Email

Head over to your email client and compose a new email with the Recipient being the email address shown on the parser mailbox page:

Use ‘Test submission’ or whatever you want for the subject

For the body of the email, copy and paste a recent FHO email lead you got or just copy and paste the below:

——— COPY EVERYTHING BELOW THIS LINE FOR THE EMAIL BODY ————

You have received a new lead. A summary of the lead information is below. To view the full lead details, or to request a lead return, sign into your account here:

View Lead:http://www.ExpertHomeOffers.com/AffLogin.aspx?vml=588195


Lead ID: 588
County: King County
Location: Seattle, WA 98115

Contact Information
Name: John Walker
Home Phone: (555) 555-5555
Email: john.walker@testemail.com

Property Address
Address 1: 123 Main St
City: Seattle
State: WA
Zip: 98115

Property Information
Square Feet: 1024
Bedrooms: 3
Bathrooms: 2
Garage: None
Why Selling: Other

Financial Information
Est Value: $1,275,145.00

——— COPY EVERYTHING ABOVE THIS LINE FOR THE EMAIL BODY ————

Setup the Email Parser

Wait for the parser mailbox page to refresh and find the email you just sent. The screen will look like this:

Create the Email Address

Make sure this is random so it’s not easily guessed so you don’t get spammed.

Go Through and Name Data Fields

Select the data and name each field as shown here:

Suggested names for the fields are as follows:

  • County (if you want to create a custom field in your Forefront CRM account for this click here)
  • First Name
  • Last Name
  • Phone
  • Email
  • Property Address
  • City
  • State
  • Postal Code
  • Sqft
  • Beds
  • Baths
  • Parking
  • Reason Selling
  • Seller Value (if you want to create a custom field in your Forefront CRM account for this click here)

Very Important! Select the ‘Legacy’ Parser Engine

Select the Legacy Parser Engine and click the ‘Save Address and Template’ button

You should get a success message like this:

Select the New Created Mailbox in Your Zap Trigger

You might have to refresh the zap page for your new mailbox to show up.

Continue

Test the Trigger

Once it shows the test found an email, scroll down to find the parse: output: section. Make sure the data for each field is correct. Otherwise, the parser did not parse correctly.

If the parser did not parse correctly. Make sure the email being sent to the mailbox is in the correct format and select the data fields again and repeat the test.

You can also test the parsing by sending emails to the mailbox email and then clicking the View Email link for the mailbox on this page: https://parser.zapier.com/mailboxes/ and then scrolling down to the row of links: extracted / original / template/output and click on the ‘output’ link

Setup the Zap Action

We Will Now Create a Forefront CRM Webhook for the Zap Action

Now we will create the action for the zap to send the parsed email information over to your Forefront CRM.

Create a new Webhook

Login to Forefront CRM (https://app.forefrontcrm.com/login) and navigate from the left menu Settings > Webhooks

Name the webhook and select the Campaign and Temperature any new leads that come in from this webhook will get.

If you haven’t created the campaign yet, you can do so here if you so choose (not required): https://app.forefrontcrm.com/campaigns

After creating the webhook, refresh the page so that it shows in the table. Then, click the copy button to copy the webhook URL:

Set the Webhook Action For Your Zap

Back in Zapier, click on the Action step of your Zap and search for Webhook and select the ‘Webhooks by Zapier’ option.

Choose the POST Event and click Continue

Set Post Action URL

Set the post-action URL with the webhook URL you copied from Forefront

Test and Review

Click the ‘Test and Review’ button.

Zapier will send parsed email information to your Forefront webhook

Map Parsed Email Information to Your Forefront CRM Fields

Go back to Forefront CRM > Settings > Webhooks and click on the Manage link for the new webhook

You might have to refresh the page to see the parsed email information sent from the Zap test in your Forefront webhook manage view as seen below:

Here is where we will be mapping the fields

Map the Parsed Email Fields to the Fields in Your Forefront CRM Account

In the ‘Field Maps’ section, choose the data you want to keep within your Forefront leads.

For each field on the left that you want data from, select the Forefront CRM field on the right that it will be saved as.

Here are the typical fields you’ll want and what to map them to:

  • parse__output__baths -> Property – Bathrooms
  • parse__output__beds -> Property – Bedrooms
  • parse__output__city -> Property – City
  • parse__output__email -> Contact – Email Address
  • parse__output__firstname -> Contact – First Name
  • parse__output__lastname -> Contact – Last Name
  • parse__output__parking -> Property – Parking Type
  • parse__output__phone -> Contact – Phone 1
  • parse__output__postalcode -> Property – Postcode
  • parse__output__reasonselling -> Lead Info – Reason For Selling
  • parse__output__sqft -> Property – House Size
  • parse__output__state -> Property – State
  • parse__output__propertyaddress -> Property – Street Address

Click the ‘Save’ button!

You Are Ready to Activate Your Webhook!

Once you activate your webhook, new leads emailed to you from FHO will show up in your Forefront Pipeline!

Toggle this switch and save to do so:

Turn on Your Zap

Now that the webhook is activated in Forefront, we can turn on your zap so that it’s ready to receive emails from FHO to parse and send to Forefront!

Click Turn on Zap

Test Your Zap Before Setting FHO to Send Leads

We can test the new zap by emailing the test data again to the Zap Mailbox we created earlier.

Go ahead and send the test email again and then check your Forefront Pipeline to watch the new lead pop up!

If the lead doesn’t show up within a minute or so, try refreshing the page.

If the pipeline still does not show the new lead check the following:

  • Ensure the Forefront webhook has a Status of ‘Active’
  • Ensure the email you sent was sent to the Email Parser by Zapier mailbox email
  • Ensure the email shows up in the Emails history in your Email Parser mailbox and the output is in the correct format

Set EHO to Email Leads to the Email Parser Mailbox

Final Step!

Login to your Expert Home Offers account and go to the Account Settings page.

Add theEmail Parser Mailbox email address here and save:

You’re Done!

Now every lead that comes into Expert Home Offers will be forwarded to your Forefront CRM account so that no leads ever slip through the cracks!

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