CRM Integration via Email

Last Updated: Jul 12, 2016 07:55AM PDT
This article focuses on a Platinum-only feature.

Many Client Relationship Management systems have the capability to parse lead information from an email. There is a way to use this feature in IDX Broker Platinum to accommodate such CRMs.

Once logged into IDX Broker, navigate to Preferences -->Global Preferences.

Select the Email Settings tab.
email settings navigation
Set the Contact CC/BCC to BCC and enter the email address given to you by your CRM.
Email CC settings
That's it. Now every time you get a lead, your CRM will receive the lead information for you to better keep track.

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