Some agents use Offrs as their "data provider" and upload the leadswe provide into 3rd party system. This is beneficial if you have a CRM that you use and love, have a marketing system already in place, or find using a 3rd party system just works better for you.
There are 2 ways to transfer your leads over to another system:
- Uploading a file (e.g. CSV file)
If you would like a CSV file of your leads, please email email@example.com.
2. Using a parsing email or API key
If you are looking to use a parsing email or API key to transfer your leads to a 3rd party system you will need to retrieve a parsing email or API key from your CRM or 3rd party system. We recommend reaching out to the 3rd party systems support team or referencing their help center to retrieve this information.
Once you have the parsing email or API key we will need to connect your Offrs account. You can connect the accounts by following the steps below:
- Logging in to your Offrs account
- Selecting your name at the top right-hand corner
- Select 'Account Settings'
- Locate the 'Advanced' module on the left-hand side
- Select 'Connectors'
- Input you select into the appropriate 'Application'
- Select 'Save'
- Now, select which tags you would like transferred over into your CRM. This is how we will be able to send leads from Offrs to your CRM.
- Please note the connector will only send leads that come in after the connection has been set up