Contactually

Fivestreet and Contactually

Last Updated: Jul 29, 2017 10:05PM EDT
Sync all your leads to Contactually

Leads come from all places and sources. Use Fivestreet to help consolidate those sources and build a one-stop lead database. Integrate Fivestreet and Contactually to seamlessly import new leads and automatically bucket them for follow up.

Attach a Program to the Bucket to instantly respond. As soon as new leads are added to your Fivestreet Bucket, they'll receive a message from you and know you're ready to help.
   

How to integrate Fivestreet and Contactually

1. Once logged into your Fivestreet account, click the Account tab and then Add-Ons & Integrations.



2. Find Contactually on the list of integrations and click Configure.

3.
Click the link to authorize the Fivestreet integration with Contactually.

4. You'l be taken to a page that prompts you to s
ign in to your Contactually account. Sign in.

5.
Click Authorize to complete the integration process.
6.
When the integration is authorized, you'll see a success message in your Fivestreet account. Now you can click the Show Buckets button to identify which Buckets to route your Fivestreet leads to.

7.
Identify which Buckets to route your Fivestreet leads to. You can also create a new Bucket by ticking the checkbox to the left of where it says, "<Click Checkbox to Add a Bucket>." When you click Submit, the new Bucket will be instantly created in your Contactually account.


8. Click Submit.

 

Related articles

Lead Routing
Overview of Programs (how-to)
Adding contacts to a Program
How to create a drip campaign
Importing Zillow and Trulia leads
Importing Facebook leads

 

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