Send Leads to a CRM via Zapier

Last Updated: Jun 25, 2018 10:46AM PDT
Connect IDX Broker with a variety of third party CRMs or other web services with the help of Zapier. IDX Broker has a 'zap' called IDX Leads that can easily send your leads to another service for you to manage.

How to Get Started with IDX Leads on Zapier

To get started with IDX Leads on Zapier, first you will need to connect your IDX Broker account to use with your Zap.
  • Click the Make a New Zap button. In the Trigger Service dropdown, choose IDX Leads, and choose New Lead as the trigger.
  • Then click the Save + Continue button.
  • In the Action Service dropdown, choose a service to send your IDX Leads data to.

Next, you'll be asked to enter your IDX Broker API key.

IDX Broker API Key

To locate your API Key in your IDX Broker account, please follow these steps:

Log in to your IDX Broker account and navigate to Home -> Access Control. 
api key navigation
Copy the entire green text.
 
api key navigation

Paste your key back into your Zapier account and then click the big orange Yes, Continue button.
 
api key zapier

If your API key was entered correctly your IDX Leads account will now be successfully connected.
Zapier success

Test this implementation by clicking Test. Make sure that you have at least one lead in IDX Broker and then click Fetch & Continue.
Fetch New Lead Zapier
If you do not want to create your own test lead, click Skip Test & Continue.

Set Up Action App

Now that the IDX Leads zap is set up, it needs to be connected to a CRM or other web service to accept the leads pushed from IDX Broker.

An action app, like your CRM, will receive new leads (as available) every 15 min.

Start your first Zap, now at Zapier.com and search for IDX Leads or select one of the quick starts here.


 

Considerations

  • If you attempt to pull in thousands of leads at once, this may time out the system.

Contact Us

Data Services Provided By IDX, LLC
Content © 2018 IDX, LLC,
All Rights Reserved.

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