We are setting up Zapier integrations for our new and current clients at no extra charge this summer.

This way, every new lead entered into your CRM will automatically get your MyEmma emails, Facebook video retargeting, and video postcard campaign (if there is a mailing address). 

We will also categorize them by lead source. This way new leads get a niche 10-day video retargeting and email autoresponder introducing you with encouragement to book an appointment. (coming soon)

Note: For us to complete the integration, your CRM must have an open API with Zapier.

To set this up:

Step #1: Please email the answers to this Zapier setup questionnaire to your Marketing Coach:

1. What is your main CRM? (Sierra, FollowUpBoss, etc)

2. How many new opt-in leads do you add to it a year? (estimated)

3. What are your top 2-3 online lead sources? (PPC Home Value, Facebook Home Search, etc)

4. What are the landing page URLs for each online lead source? (how you generate the lead)

5. Who runs your online PPC/Facebook advertising, if we have questions?

6. What are your top 2-3 offline lead sources? (Open house, expired prospecting, radio, etc)

7. What is the label for each offline lead source in your CRM? (how you classify them on entry)
   

8. Who should we work with to set up the Zapier integration in your office?

Step #2: Please schedule a Zoom call with your Marketing Coach. Leigh, our developer, will join the meeting to assist with the integration. Yes, this is painful. But once it’s done, it’s done.

Step #3: Relax. We’ll monitor the integration, fix problems, and report the number of people you automatically added to your marketing with us every month.

Let’s grow your database, get them watching your videos, and set more appointments! 

Here’s the plan: www.getvyral.com/system