CRM Integration for Real Estate Agents

With CRM integration, when someone downloads your relocation guide from your landing page, their name and email are added to your CRM automatically within seconds, with nothing to manually input. We set it up for you. This is a free upgrade with every package that includes a landing page (Signature and Ultimate), and it is completely optional.

Not sure what a CRM is? It is the app where you keep your contacts and follow-ups, like Follow Up Boss, KW Command, or BoldTrail. If you do not use one, that is fine too: every lead is also emailed to you.

STEP 1
A prospect requests your guide
They enter their name and email on your landing page and get the guide right away.
STEP 2
The lead is emailed to you
Every lead lands in your inbox the moment it comes in, so nothing slips through.
STEP 3
Added to your CRM automatically
The contact appears in your CRM within seconds, labeled as a relocation guide lead.
Works with the CRMs agents use

BoldTrailKW CommandFollow Up BossHubSpotLoftySierra InteractiveReal GeeksCINC+ many more

Benefits of CRM Integration

Every lead works harder when it lands in the system you already use.

Nothing to Type or Import

New leads appear in your CRM within seconds. No manual entry, no spreadsheets, no copy and paste.

Faster Follow-Up

Because the lead is already in your CRM, your action plans, drip campaigns, and texts can start the moment someone requests your guide.

Nothing Slips Through

Every lead is labeled as a relocation guide lead and also emailed to you, so you always know where it came from and never miss one.

Setup Takes One Step on Your End

Tell us which CRM you use. After you order, we send a short form asking for your CRM name and the one or two details needed to connect it. For most CRMs that is an API key, a code you copy from your CRM settings; some use a login or a special email address instead. If you are not sure where to find it, we send step-by-step instructions for your CRM or hop on a quick call and complete the setup together.

Once the connection is live, we send a test lead so you can confirm it appears in your CRM. From that point on, every guide lead is delivered automatically.

The Most Popular CRMs Idaho Agents Use

These are the ones we connect most often. All of them work with the guide landing page.

BoldTrail

Formerly kvCORE. The CRM behind many Idaho brokerages, including eXp. Leads land as new contacts with a source you choose.

KW Command

Keller Williams agents: your guide leads go straight into Command as new contacts.

Follow Up Boss

One of the most common team CRMs. Leads arrive instantly and can trigger your action plans.

HubSpot

Popular with agents who run their own marketing. New contacts are created automatically.

Lofty

Formerly Chime. All-in-one platform. Guide leads are added as new leads in your pipeline.

Sierra Interactive

Leads created in Sierra with the source set to your relocation guide.

Real Geeks

New leads appear in Real Geeks and can start your drip campaigns.

CINC

Built for teams. Guide leads are added as new leads with the source set, ready for your automated follow-up.

Use something else? We can connect almost any CRM or app agents use. Check the full list below.

Frequently Asked Questions

Does CRM integration cost extra?

No. It is included with the Signature and Ultimate packages. The Essential package is the guide only and has no landing page, so there is nothing to connect.

Do I need a Zapier account?

No. We handle Zapier on our side. You only need your CRM.

Will I know the lead came from the guide?

Yes. We label each lead with a source, such as “Relocation Guide,” so you can see where it came from and set up follow-up just for those leads if you want.

What if I switch CRMs during the year?

Email us at reloguide@thisisboise.com with the name of the new CRM and we will move the connection over.

What if I do not use a CRM at all?

Every lead is emailed to you the moment it comes in, so you can work directly from your inbox. If you adopt a CRM later, email us and we will connect it at no charge.

Is my client’s information safe?

Only the details the client types into your form (name, email, and phone if asked) are sent, and they go only to you and your CRM. We do not sell or share leads.

Can a team send all leads to one CRM?

Yes. With team guides, each agent gets their own landing page, and leads can go to one shared CRM, to each agent individually, or both. Contact us for team pricing.

Ready to Connect Your CRM?

2027 early bird pricing: use code EARLYBIRD27 at checkout for 25% off any package through November 30.

CRM integration comes with the Signature and Ultimate packages. Order, send us your info, and your guide, landing page, and CRM connection are ready in about 5 to 7 business days.

Matching Buyer and Seller Guides can be added to any package at checkout, and discounted prints are available anytime through our print portal.