Introduction
This article will review how to set up email parsing in Lofty for Referral Exchange leads.
What kind of Email will be Parsed?
Lofty can parse a new lead into your CRM based on an email alert that comes from Referral Exchange to your Lofty-integrated email. Here are the common items that Lofty searches for in Email Parsing:
From Address: support@referralexchange.com
Subject: ReferralExchange Referral Agreement Acceptance Confirmation - xxx(lead name) - xx%
Email Body:
How to Set it Up
Enter your Lofty-integrated email address as the email that receives lead notifications in your Referral Exchange settings.
How do you find your unique Lofty email address?
Go to the Settings page, and under the Features section on the right, click Integration to Integration page and then click Lead Capture.
You will see Auto-import Lead via third-party providers at the bottom of this page. Here, you will see your Lofty email, which you will use to auto-import leads from Realtor.com. In this section, click Copy.
Questions?
If you have any questions regarding this topic or any others, don't hesitate to get in touch with our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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