Fast Home Offer (FHO) Integration

This document walks you through integrating your Fast Home Offer (FHO) account with Forefront CRM so that any new leads that come from FHO are sent to your Forefront CRM

Overview

  • *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

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 ————

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: testertestersan@gmailtest.com

— Property Information —

123 Main St

Auburn, WA 98002

BR / BA

— Financial Information (if provided) —

Value: $500,000

Value Source: Seller

Asking Price: $450,000

Behind?: No

Behind Amt: $0

— Notes —

Why Selling?: Tired of making repairs

Repairs?: Foundation, Plumbing, Roof, AC, Paint, Flooring

Notes: Nothing of note

ID: 234342
FIPS: 53031
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
  • Phone
  • Email
  • Property Address
  • City
  • State
  • 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.

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__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

Final step!

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.

You’re Done!

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!

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