Agent Help Centre

CRM Email Lead Notification Processing

Written by Admin | Jan 16, 2024 11:29:04 PM

What is CRM Email Lead Notification Processing?

Many CRMs support the ability to pull lead information directly from email to create a contact profile in the CRM. Some CRMs may also refer to this functionality by another name, such as "inbox lead processing", "lead parsing", or "email syncing".

Houseful lead notification emails are specifically formatted to help CRMs automatically read and import referral contact information.  

How do I know if my CRM can process email leads from Houseful?

Email lead notifications from Houseful contain Lead Metadata, an industry-standard technique for automatically processing leads via email. 

Each of the CRMs listed below use the Lead Metadata standard to automatically pull lead contact information from emails, though the setup varies from platform to platform. If you don’t see your CRM in the list below, we recommend reaching out to your CRM support team directly to see if they support this functionality. 

(Inbox lead processing setup instructions linked)


My CRM provides a special email address for receiving and processing leads. How can I direct Houseful Lead Notification emails to this address?

In many cases, you can forward emails from your primary inbox to your CRM inbox, either manually or by creating automatic rules for forwarding. Instructions for doing so in Gmail can be found here

Additionally, Houseful will have the ability to specify multiple email addresses for your lead awarded notifications in the future. You can expect to receive communication when this feature becomes available. 

Be sure to check with your CRM support team to help determine your best option for pulling Houseful email lead information into your system.