Lead Capture
Setup lead capture to have your website leads and other lead sources automatically added to your RealOffice360 CRM.
How does it work?
When a user visits your website and fills out a form, you usually receive an email that contains the user's inquiry. To automatically have website visitors (i.e. leads) captured in your RealOffice360 CRM account, you need to forward these emails to your unique @ro360mail.com email address. Once you have connected your online lead generation platform(s) to RealOffice360 CRM, on every forwarded lead email we receive, we automatically:
- Create a new Deal opportunity in the first stage of the Pipeline for you.
- Create a new Contact for that lead.
- Any notes will be attached to the contact profile.
- The email will be logged in the contact's activity tab.
Lead Information: Name, Email, Phone
A new contact will be created in your RealOffice360 contacts database if one does not already exist. Any information your lead provides including name, email or phone numbers, will automatically be added to their contact profile.
Lead Information: Buyer or Seller
If your lead has checked a box on your website that indicates whether they are buyers or sellers, we will attach that information to the deal on your pipeline.
Lead Information: Additional Comments
If your lead has added any additional comments or notes (such as the type of home they want, their home search requirements, the type of buyer or seller they are, etc.) this information will be populated as a note on their contact profile so you can refer to it at any time.
What about the actual lead email?
Once we run our magic on the email and add all of this information into RealOffice360, we will then log this email to the contact's activity tab.
Getting set up
Important note: To avoid getting spam in your RealOffice360 CRM account, keep your unique @ro360.com email private. Do not post it publicly on your website, company directory, blog or social profiles. It should only be used in a secure website contact form with spam protection or using a supported 3rd party service provider listed below.
Set your lead generation platform to forward your leads to your unique @ro360mail.com email. To find your system email address:
Navigate to the Settings section.
Select Lead capture.
Copy your System email address.
Next, go to your platform and set up email forwarding to this email address: