Fast Home Offer (FHO) Integration
- *Requires Zapier premium account
- setup a Zap in Zapier to handle receiving leads emailed by FHO
- 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
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 ————
FHO Lead: 123 Main St, Auburn, WA
Motivated Seller #234342 from Fast Home Offer
— Contact Information —
Name: Tester Testersan
Cell/Home/Work: (222) 222-2522 / /
Email: [email protected]
— Property Information —
123 Main St
Auburn, WA 98002
BR / BA
— Financial Information (if provided) —
Value Source: Seller
Asking Price: $450,000
Behind Amt: $0
— Notes —
Why Selling?: Tired of making repairs
Repairs?: Foundation, Plumbing, Roof, AC, Paint, Flooring
Notes: Nothing of note
County: Test County
——— 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.
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 below.
You will need to highlight each piece of data the makes up each field and give it a name. The names you should use for all the fields are listed below the graphic.
Suggested names for the fields are as follows:
- First Name
- Last Name
- Property Address
- Postal Code
- Seller Value (if you want to create a custom field in your Forefront CRM account for this click here)
- Asking Price
- Behind (if you want to create a custom field in your Forefront CRM account for this click here)
- Behind Amount (if you want to create a custom field in your Forefront CRM account for this click here)
- Reason Selling
- Repairs Needed
- Seller Notes (if you want to create a custom field in your Forefront CRM account for this click here)
- County (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 Save the Template
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.
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__askingprice -> Lead Info – Asking Price
- 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__phone -> Contact – Phone 1
- parse__output__postalcode -> Property – Postcode
- parse__output__propertyaddress -> Property – Street Address
- parse__output__repairsneeded -> Lead Info – Repairs Needed
- parse__output__state -> Property – State
- parse__output__whyselling -> Lead Info – Reason For Selling
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 FHO to Email Leads to the Email Parser Mailbox
Login to your FHO account and go to the Account page. Click the Add Email button.
Enter your Email Parser Mailbox email address that you were sending the test emails to and click the ‘Save’ button.
After adding the email address, FHO adds it to the Lead Notices and Admin Notices. Be sure to delete the Email Parser Mailbox email from your Admin Notices as you don’t want admin emails going to Forefront as new leads.
Now every lead that comes into Fast Home Offers will be forwarded to your Forefront CRM account so that no leads ever slip through the cracks!