Tutorial

Import LeadConnector Workflows

Get the first version of our workflows for LeadConnector and IDX Broker. Get notified when a potential client views the same property more than 3 times, save properties, save searches and more!

  1. Snapshot

    In IDXAddons, go to LeadConnector Webhook & Workflows and copy the link to get the Snapshot that contains the workflows.

    Open the link in a new tab and click on "Yes! Import now".

    You will see the Imported Snapshot in your LeadConnector's Snapshot page.

    Click on the "Create New Account" button.

    Fill the form with the required information and click on "Save".

    In your new sub-account, go to Automations > Workflows.

    You will see the workflows included in the snapshot.

    Click on the "more options" button and select "Copy to sub-account".

    Select the sub-account where you want to copy the workflows and click on "Submit".

    If you go to the sub-account, you will see the workflow copied.

    Click on the workflow to see the details.

    You can edit the workflow and change the settings if you want to. Don't forget to publish the workflow and save the settings.

    The published workflow will look like this:

    To edit the emails included in the workflow, go to Marketing > Email Templates.

    You can edit the email and change the settings if you want to.

  2. Custom Fields

    Go to IDX to LeadConnector and verify that the custom fields are created in your LeadConnector account.

    If the custom fields are not created, click on the "Update" button.

    When the custom fields are created, it should look like this:

  3. Clear Cache

    Finally, go to LeadConnector Webhook & Workflows and click on the "Clear property Cache" button.