Lofty has made it easy for you to capture new leads from many other lead sources and automatically add their information directly into the Lofty CRM. The primary method to make this happen is via email parsing which means we train Lofty to recognize a new lead notification email and pull out as much information as possible into a lead profile in Lofty.
- Email Parsing vs. Direct Integration
- Email Parsing
- Supported Lead Sources (via Email Parsing)
- Additional Settings
Email Parsing vs. Direct Integration
Please note that there are some services that are connected directly to Lofty via API. Anything connected via API would be referred to as a direct integration and would not require email parsing configuration. Examples of this type of integration include Zillow, Facebook, Realtor.com, etc. Direct integrations are less common and require a much more involved setup process between Lofty and that organization. Email parsing is a very simple thing to set up in comparison.
Email parsing can happen via two different methods in Lofty, both of which are outlined below. The basic concept is that you will take one of the supported email addresses and add it to the lead source settings to receive any lead notification emails. Technically speaking, you could use both your Lofty parsing email and your integrated email at the same time to receive emails and parse them if you would like to.
As mentioned in the introduction, this allows Lofty to then receive the lead notification email and, assuming we can recognize the email, pull out information to combine into a new lead for you in the Lofty CRM.
(1) Lofty Parsing Email
When you create your account with Lofty, you will be assigned a parsing email address. Your parsing email address will always be in the format of "email@example.com".
To access your parsing email address, navigate to Settings > Lead Capture:
(2) Integrated Email Address
Integrate your email account from a supported source (Gmail, Office365, IMAP/SMTP, etc.), and by doing so you will give your CRM access to read incoming emails and parse them into your database as new leads as long as we can recognize the email.
Supported Lead Sources (via Email Parsing)
The number of supported lead sources is always growing. The best place to find supported lead sources will be to log into your Lofty CRM > Settings > Lead Capture > Lead Capture Settings. The lead sources presented on this list are all supported for email parsing.
*IMPORTANT: If you subscribe to a lead source that is not currently listed on this list, please send a copy of a lead notification email to our Support Team (firstname.lastname@example.org) and let them know you would like help in configuring email parsing for that type of email. In a matter of days, Lofty can be configured to recognize that type of email.
The following additional settings can be edited for each individual lead source that is brought into Lofty via email parse. To edit these settings, go to Settings > Lead Capture > Lead Capture Settings:
Toggle the switch in the "Auto-Import" column on/off depending on whether you would like leads from these sources to be parsed into Lofty. They will be ON by default:
Auto-Import as Team Leads: Yes/No
If you want to bring these leads in as Private Leads instead of Team Leads, the setting will need to be changed as a team is a default. For more information regarding Private vs. Team Leads, please see Lead Privacy: Team Leads vs. Private Leads. To bring them in as private leads, turn the setting OFF in "Auto-Import as Team Leads?":
Send Welcome Email
Though this is turned OFF by default, this is a tool that can be used to automatically send a welcome email from your Lofty IDX website to leads entering from other sources so they can begin browsing listings on your IDX website. Keep in mind any other automatic content that they will be sent as you do not want to overwhelm the lead. The welcome email can always be sent later. Reference this article for more information: Set Up the Welcome Email.
If you have any questions regarding this topic or any others, please contact our Support Team via email at <email@example.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.