Do you have a website that you want to integrate to FieldNotes?  If so, you can integrate it by connecting the IDX feed into FieldNotes.  With the integration to FieldNotes, you can see the following:

  • When a lead signs up for your website
  • When a lead views a property
  • When a lead saves a search
  • When a lead saves/favorites a property



And with each event, you can create an Action Plan that automatically triggers when the lead takes action.


Setup

The setup is easy.  All you have to do is ensure that you sign-up for IDX Broker.  IDX Broker provides an API key in which you enter into the FieldNotes Settings.


Navigate to the Settings page and click on the IDX Broker Account.  If you don't have an IDX Broker account, please reach out to support@fieldnotes.ai for more information about it.



Once it is connected, you will see the status change and be able to sync your existing leads (if you already have an existing IDX Broker account).  


That's it!  You are done.  If you have any questions, please reach out to support@fieldnotes.ai.