Connect Buying Buddy and Formatter by Zapier to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Buying Buddy with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Buying Buddy
A trigger is an event that starts your Zap and runs the workflow. For example, with Buying Buddy, a trigger could be "New Lead."
Setup an action from Formatter by Zapier
An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."
That’s it! You just connected Buying Buddy to Formatter by Zapier
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Connect Buying Buddy and Formatter by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a new lead is created.
Try It - Agent / User Email AddressRequired
- First Name
- Last Name
- Full Name
- Primary Phone Number
- Mobile Phone
- Home Phone
- Associated Website
- Company
- Password
- Street Address
- Address Line 2
- City
- State
- Zip Code
- Agent's Buying Buddy Referral ID
- Assistant's Buying Buddy Referral ID
- Loan Officer's Buying Buddy Referral ID
- Other Role's Buying Buddy Referral ID
- Round Robin?
- Sales Step
- Forecast Close Date
- Forecast Revenue
- Forecast Notes
- Source Page URL
- Marketing Campaign Reference
- Inquiry / Task Subject Reference
- Inquiry / Task Details
- Inquiry / Task Status
- Task Due (In Days)
- Email BodyRequired
- Comments
- Lead Star Rating
- Category ID
- HashTags
- Buyer Status
- Mortgage Status
- Agent Agreement
- Only Process if Existing Lead
- Send Welcome Email?
- Send Additional Email ID
- Attach Campaign to New Lead
- Attach Drip Campaign to Existing
- Saved Search
- Saved Search Frequency
- Saved Search End Date
- Duration of Alert
- Saved Search Criteria
- TransformRequired
- TransformRequired
- Existing Lead's Email AddressRequired
- Agent / User Email AddressRequired
- Email SubjectRequired
- Email BodyRequired
- Existing Lead's Email AddressRequired
- Agent / User Email AddressRequired
- Email BodyRequired
- TransformRequired
- TransformRequired
Learn how to automate Buying Buddy on the Zapier blog
Learn how to automate Formatter by Zapier on the Zapier blog
About Buying Buddy
Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.
Related categories
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.