Below is a list of pre-formulated templates within Zapier for common Zaps with apps that translate well with BoomTown Actions! The details for each setup are included in the links below:

BoomTown Action Zap Templates

Before getting started, make sure you're logged into your Zapier account through the Zapier website directly, or by navigating to your image & name in the upper right corner of your BoomTown account, and selecting the Integrations option from the drop-down menu.

On the Integrations page, scroll down to the Zapier option, and select the Log In button. You'll be directed to a sign in page on Zapier, where you can enter the login credentials to access your account and continue setting up your Zap!

Calendly Actions

If you use Calendly, and you'd like to connect it to your BoomTown account -- so that each time an invitee is created in Calendly, it automatically creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Calendly Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Calendly," then select the Connect button to the right-hand side of the option.

Set Up Calendly Trigger

On the page you're taken to, you can select the trigger for Calendly. In this case, it will be Invitee Created. Then select, Continue.

You'll then need to connect your Calendly account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you'll need to enter an API key from your Calendly account.

This can be found within Calendly (as long as you have a Premium or Pro plan), by navigating to the Integrations option in your right-hand drop-down menu, selecting Zapier, and then selecting the Go to Setup button. Once you have the API key from this page, paste it in the field in the pop-up in Zapier, and choose Yes, Continue.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your Calendly account. When you've done this, select Save + Continue.

Next, you'll need to populate a sample invitee from Calendly, in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one invitee in your Calendly account, results should then display automatically.

You can use the down arrow button next to each invitee to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up Zapier Formatter Action

Next, you'll need to utilize the Zapier Formatter tool as an intermediary between Calendly and BoomTown.

This is because Calendly includes the lead's name in one field, and BoomTown requires a First Name and Last Name field separately in order to function. This step splits the data into separate fields.

The template should provide Text. Ensure this is selected, and choose to Continue.

On the following page, in the Transform field, select Split Text.

In the Input field, select the Invitee Name entry from the Calendly sample.

Finally, in the Segment Index field, select All (as Separate Fields) then, choose the button to Continue.

You'll then need to test the information, by selecting the option to Test, and waiting for the success message. Once you receive it, you can proceed by clicking Continue.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Calendly invitee trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Calendly example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Calendly. For the First Name field, you'll need to select the Text option in the drop-down, as this will allow you to choose from the fields that were separated by the Formatter -- instead of the combined Full Name from Calendly.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Calendly. For the Last Name field, you'll need to select the Text option in the drop-down, as this will allow you to choose from the fields that were separated by the Formatter -- instead of the combined Full Name from Calendly.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load!
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Calendly.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Calendly.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

Once you've selected the fields for your Zap, choose to Continue. On the next page, you'll see a summary of the choices, and you'll be able to send a test to BoomTown with the information you selected. To do so, select the Send Test to BoomTown! button.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new invitee in your Calendly account, it should be automatically added to your BoomTown account through Zapier!

Lead Information in BoomTown

When leads come through to your BoomTown account through the Zap you created, they will be listed with the source you selected, and the entry in their lead profile will detail that they came in through a BoomTown API Import.

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Constant Contact Actions

If you use Constant Contact, and you'd like to connect it to your BoomTown account -- so that each time a new subscriber is added to your Constant Contact account, it automatically creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Constant Contact Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Constant Contact," then select the Connect button to the right-hand side of the option.

Set Up Constant Contact Trigger

On the page you're taken to, you can select the trigger for Constant Contact. In this case, it will be New Contact. Then select, Continue.

You'll then need to connect your Constant Contact account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you can enter your login credentials to log into your Constant Contact account-- if you're not already. You'll then be asked to select a button to Allow Zapier to access information in your Constant Contact account.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your Constant Contact account. Once you've done this, select Save + Continue.

Next, you'll need to populate a sample subscriber entry from Constant Contact, in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one subscriber in your Constant Contact account, results should then display automatically.

You can use the down arrow button next to each subscriber to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Constant Contact subscriber trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Constant Contact example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Constant Contact.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Constant Contact.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load! *CONSTANTCONTACT* is the suggested choice here, based on the Zap.
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Constant Contact.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Constant Contact.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new subscriber through your Constant Contact account, it should be automatically added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Eventbrite Actions

If you use Eventbrite, and you'd like to connect it to your BoomTown account -- so that each time a new attendee registers on Eventbrite, it automatically creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Eventbrite Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Eventbrite," then select the Connect button to the right-hand side of the option.

Set Up Eventbrite Trigger

On the page you're taken to, you can select the trigger for Eventbrite. In this case, it will be New Attendee Registered. Then select, Continue.

You'll then need to connect your Eventbrite account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you can enter your login credentials to log into your Eventbrite account-- if you're not already. You'll then be asked to select a button to Allow Zapier to access information in your Eventbrite account.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your Eventbrite account. Once you've done this, select Save + Continue.

Next, you'll need to select an organization from Eventbrite to pull in attendees from into BoomTown. In the Organization drop-down, select the applicable one from Eventbrite that you'd like to watch for event attendees. Once you've selected one, choose the option to Continue.

You'll then need to populate a sample attendee from the selected organization, in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one attendee for the selected organization within your Eventbrite account, results should then display automatically.

You can use the down arrow button next to each attendee to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Eventbrite attendee trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Eventbrite attendee example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Eventbrite.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Eventbrite.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load! EVENTBRITE is the suggested choice here, based on the Zap.
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. *You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!*
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Eventbrite.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Eventbrite.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new attendee through your Eventbrite event, it should be automatically added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Facebook Lead Ads Actions

If you use Facebook Lead Ads and you'd like to connect your Facebook leads to your BoomTown account -- so that each time a new lead is generated in Facebook, it creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Facebook Lead Ads Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Facebook Lead Ads," then select the Connect button to the right-hand side of the option.

Set Up Facebook Lead Ads Trigger

On the page you're taken to, you can select the trigger for Facebook Lead Ads. In this case, it will be New Lead. Then select, Continue.

You'll then need to connect your Facebook Lead Ads account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you can enter your login credentials to log into your Facebook Lead Ads account-- if you're not already.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your Facebook account. Once you've done this, select Save + Continue.

Next, you'll want to select a Page from Facebook to pull in lead entries from into BoomTown. In the Page drop-down, select the Page from Facebook that you'd like to watch for entries. Once you've selected one, choose the option to Continue.

You'll then need to populate a sample entry from the selected Page, in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one lead within your Facebook Lead Ads account, results should then display automatically.

You can use the down arrow button next to each lead to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up Zapier Formatter Action

Next, you'll need to utilize the Zapier Formatter tool as an intermediary between Facebook Lead Ads and BoomTown.

This is because Facebook Lead Ads includes the lead's name in one field, and BoomTown requires a First Name and Last Name field separately in order to function. This step splits the data into separate fields.

The template should provide Text. Ensure this is selected, and choose to Continue.

On the following page, in the Transform field, select Split Text.

In the Input field, select the Full Name entry from the Facebook lead.

Finally, in the Segment Index field, select All (as Separate Fields) then, choose the button to Continue.

You'll then need to test the information, by selecting the option to Test, and waiting for the success message. Once you receive it, you can proceed by clicking Continue.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Facebook Lead Ad entry trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Facebook lead example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Facebook. For the First Name field, you'll need to select the Text option in the drop-down, as this will allow you to choose from the fields that were separated by the Formatter -- instead of the combined Full Name from Facebook.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Facebook. For the Last Name field, you'll need to select the Text option in the drop-down, as this will allow you to choose from the fields that were separated by the Formatter -- instead of the combined Full Name from Facebook.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load! FACEBOOKAD is the suggested choice here, based on the Zap.
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Facebook.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Facebook.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

Once you've selected the fields for your Zap, choose to Continue.

On the next page, you'll see a summary of the choices, and you'll be able to send a test to BoomTown with the information you selected. To do so, select the Send Test to BoomTown! button.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new entry through your Facebook Lead Ad, it should be automatically added to your BoomTown account through Zapier.

If you don't have the correct account with Zapier to utilize Premium apps -- like Facebook Lead Ads-- you won't be able to turn the Zap on until you upgrade your account.

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Google Contacts Actions

If you use Google Contacts, and you'd like to connect it to your BoomTown account -- so that each time a new contact is created in Google Contacts, it creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Google Contacts Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Google Contacts," then select the Connect button to the right-hand side of the option.

Set Up Google Contacts Trigger

On the page you're taken to, you can select the trigger for Google Contacts. In this case, it will be New or Updated Contact. Then select, Continue.

You'll then need to connect your Google Contacts account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you can enter your login credentials to log into your Google account-- if you're not already. You'll then be asked to select a button to Allow Zapier to access information in your Google account.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your Google account. Once you've done this, select Save + Continue.

Next, you'll want to select a sample contact from Google in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one Google Contact within your account, results should then display automatically.

You can use the down arrow button next to each contact to expand them for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Google Contact trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Google Contact example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Google Contacts.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Google Contacts.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load! GOOGLE is the suggested choice here, based on the Zap.
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Google Contacts.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Google Contacts.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new contact through Google Contacts, it should be automatically (every 15 minutes) added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Google Forms Actions

If you use Google Forms, and you'd like to connect it to your BoomTown account -- so that each time a Google Form is completed and the entry is added to a spreadsheet, it creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Configure Google Form Settings

In order to use the Zapier integration for Google Forms, you'll first need to change some settings within the specific Google Form you'd like to target, to have the responses from the Google Form automatically added to a Google Sheet.

To make this change, access the Google Form in question, then go to the Responses tab. Toward the right-hand side of this tab, there's a green icon with a white cross on it -- select this icon.

In the pop up that displays, select the option to either create a new spreadsheet with the form responses, or add the responses to an existing spreadsheet. Then choose the CREATE button in the top, right-hand corner of the page.

This should then re-direct you to the spreadsheet with the information in your account -- and you can proceed with setting up the Zap in Zapier!

Choose Google Forms Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Google Forms," then select the Connect button to the right-hand side of the option.

Set Up Google Forms Trigger

On the page you're taken to, you can select the trigger for Google Forms. In this case, it will be New Response in Spreadsheet. Then select, Continue.

You'll then need to connect your Google Forms account to the Zap, by choosing the Connect an Account button on the following page.

Next, you'll need to select the spreadsheet and worksheet (or tab) within the spreadsheet to pull in responses from into BoomTown.

In the Spreadsheet drop-down, select the sheet from Google that you'd like to watch for entries. In the Worksheet drop-down, select the appropriate tab in the spreadsheet.

Once you've selected a value for each field, choose the option to Continue.

You'll then need to populate a sample form entry from your Google spreadsheet, in order to set up the Zap.

As long as you have at least one form entry for the selected form within your selected spreadsheet and worksheet in Google, results should then display automatically. If not, select the Pull In Samples button.

You can use the down arrow button next to each form entry to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Google Form spreadsheet entry trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Google Form spreadsheet entry example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Google Forms.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Google Forms.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load! GOOGLE is the suggested choice here, based on the Zap.
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Google Forms.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Google Forms.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new form submission to the spreadsheet through your Google Form, it should be automatically (every 15 minutes) added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Google Sheets Actions

If you use Google Sheets, and you'd like to connect it to your BoomTown account -- so that each time a new entry in added to your Google Sheet, it creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Google Sheets Template

Once logged in, click on the Create Zap button.

Then type in "Google Sheets" and select the match that displays in the results for the Trigger step.

Set Up Google Sheets Trigger

On the page you're taken to, you can select the trigger for Google Sheets. In this case, it will be New or Updated Spreadsheet Row. Then select, Continue.

You'll then need to connect your Google Sheets account to the Zap, by choosing the Sign in to Google Sheets button on the following page.

Once you've done so, your account will display as connected in Zapier. Select Continue.

Next, you'll need to select the spreadsheet and worksheet (or tab) within the spreadsheet to pull in responses from into BoomTown. If you'd like to enter your information in a new spreadsheet with our template, click here to download our template!

In the Spreadsheet drop-down, select the sheet from Google that you'd like to watch for entries. In the Worksheet drop-down, select the appropriate tab in the spreadsheet.

If you're not sure what the Worksheet drop-down should be, this can be found at the bottom of your Google spreadsheet!

Once you've selected a value for each field, choose the option to Continue.

You'll then need to populate a sample form entry from your Google spreadsheet, in order to set up the Zap.

From here, select the Test Trigger button. As long as you have one test entry added into your Google spreadsheet, that result should populate here.

You can use the down arrow button next to each form entry to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

In the Action step of the Zap, you'll want to type "BoomTown" into the search field and select the option that appears.

Next, you'll need to select the action that you'd like the Google Sheets spreadsheet entry trigger to prompt within BoomTown. The template should provide one choice, for Create or Update Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Google Sheet spreadsheet entry example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Google Sheets.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Google Sheets.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load! GOOGLE is the suggested choice here, based on the Zap.
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Google Sheets.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Google Sheets.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Turn on Zap button or the switch at the bottom to complete the set up.

On the following page, you'll see a toast letting you know your Zap is turned on!

Make sure the toggle is green for your new Zap, you can check the status from the Zaps tab or in the top right corner of your new Zap.

Then in the future, when you receive a new form submission to the spreadsheet through your Google Sheet, it should be automatically (every 15 minutes) added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown, however, Zapier will report the lead as successfully added.

Gravity Forms Actions

If you use Gravity Forms, and you'd like to connect it to your BoomTown account -- so that each time a new form submission comes through Gravity Forms, it automatically creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Gravity Forms Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Gravity Forms," then select the Connect button to the right-hand side of the option.

Set Up Gravity Forms Trigger

On the page you're taken to, you can select the trigger for Gravity Forms. In this case, it will be New Form Submission. Then select, Continue.

Next, you'll need to send a request to a given URL, so that Zapier can pull in samples to use for the Zap.

You need to ensure that you have the Gravity Forms plugin with the Zapier add-on installed in your Gravity Forms account before moving forward. For more details, please consult the Gravity Forms documentation on the topic.

Once you've taken the steps, select the Ok, I did this button to proceed.

Zapier will begin processing, and as long as you have at least one form respondent in your Gravity Forms account, results should then display automatically.

You can use the down arrow button next to each respondent to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Gravity Forms form completion trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Gravity Forms submission example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Gravity Forms.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Gravity Forms.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load!
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Gravity Forms.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Gravity Forms.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new form submission from Gravity Forms, it should be automatically added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

MailChimp Actions

If you use MailChimp and you'd like to connect it to your BoomTown account -- so that each time a new subscriber is added to your MailChimp email list, it automatically creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose MailChimp Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "MailChimp," then select the Connect button to the right-hand side of the option.

Set Up MailChimp Trigger

On the page you're taken to, you can select the trigger for MailChimp. In this case, it will be New Subscriber. Then select, Continue.

You'll then need to connect your BoomTown account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you can enter your login credentials to log into your MailChimp account-- if you're not already.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your MailChimp account. Once you've done this, select Save + Continue.

Next, you'll want to select a subscriber list from MailChimp to pull in lead entries from into BoomTown. In the List drop-down, select the list from MailChimp that you'd like to watch for subscribers. Once you've selected one, choose the option to Continue.

You'll then need to populate a sample subscriber from the selected list, in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one subscriber for the selected list within your MailChimp account, results should then display automatically.

You can use the down arrow button next to each subscriber to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the MailChimp subscriber trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your MailChimp subscriber example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from MailChimp.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from MailChimp.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load! MAIL CHIMP is the suggested choice here, based on the Zap.
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from MailChimp.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from MailChimp.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new subscriber through your MailChimp list, it should be automatically added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Office 365 Actions

If you use Office 365, and you'd like to connect your contacts from that account to your BoomTown account -- so that each time a new contact is created in Office 365, it creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Office 365 Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Office 365," then select the Connect button to the right-hand side of the option.

Set Up Office 365 Trigger

On the page you're taken to, you can select the trigger for Office 365. In this case, it will be New Contact. Then select, Continue.

You'll then need to connect your Office 365 account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you can enter your login credentials to log into your Office 365 account-- if you're not already.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your Office 365 account. Once you've done this, select Save + Continue.

Next, you'll need to select a sample contact from Office 365 in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one contact listed in your Office 365 account, results should then display automatically.

You can use the down arrow button next to contact to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Office 365 contact entry trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Office 365 contact example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Office 365.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Office 365.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load!
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Office 365.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Office 365.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new contact through Office 365, it should be automatically (every 15 minutes) added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

SurveyMonkey Actions

If you use SurveyMonkey and you'd like to connect it to your BoomTown account -- so that each time a new survey response comes through from a form you've made, it automatically creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose SurveyMonkey Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "SurveyMonkey," then select the Connect button to the right-hand side of the option.

Set Up SurveyMonkey Trigger

On the page you're taken to, you can select the trigger for SurveyMonkey. In this case, it will be New Response Notification. Then select, Continue.

You'll then need to connect your SurveyMonkey account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you can enter your login credentials to log into your SurveyMonkey account-- if you're not already. You'll then be asked to select a button to Authorize Zapier to access information in your SurveyMonkey account.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your SurveyMonkey account. Once you've done this, select Save + Continue.

Next, you'll want to select a survey from SurveyMonkey to pull in lead entries from into BoomTown. In the Survey drop-down, select the survey from SurveyMonkey that you'd like to watch for entries. Once you've selected one, choose the option to Continue.

You'll then need to populate a sample entry from the selected survey, in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one survey response for the selected survey within your SurveyMonkey account, results should then display automatically.

You can use the down arrow button next to each respondent to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the SurveyMonkey response trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your SurveyMonkey survey response example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from SurveyMonkey.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from SurveyMonkey.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load!
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from SurveyMonkey.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from SurveyMonkey.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new entry through your SurveyMonkey survey, it should be automatically added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Wufoo Actions

If you use Wufoo, and you'd like to connect it to your BoomTown account -- so that each time a new Wufoo form completion occurs, it automatically creates a lead in your BoomTown account -- this can be done through one of our pre-formulated Zap templates in Zapier!

Choose Wufoo Template

Once logged in, navigate to the app search field in the top menu bar, clicking to activate the search option.

Then type in "BoomTown" and select the match that displays in the results.

On the BoomTown app page where you're redirected, scroll down to the Connect BoomTown! to 1,000+ Apps section, and search for "Wufoo," then select the Connect button to the right-hand side of the option.

Set Up Wufoo Trigger

On the page you're taken to, you can select the trigger for Wufoo. In this case, it will be New Entry. Then select, Continue.

You'll then need to connect your Wufoo account to the Zap, by choosing the Connect an Account button on the following page.

A pop-up will display where you can enter your login credentials to log into your Wufoo account-- if you're not already.

Once you've done so, your account will display as connected in Zapier. You can select the Test button to check the connection between Zapier and your Wufoo account. Once you've done this, select Save + Continue.

Next, you'll need to select a form from Wufoo to pull in responses from into BoomTown. In the Form drop-down, select the form from Wufoo that you'd like to watch for entries. Once you've selected one, choose the option to Continue.

You'll then need to populate a sample form entry from Wufoo, in order to set up the Zap. Select the Pull In Samples button to get started with this.

Zapier will begin processing, and as long as you have at least one form entry for the selected form within your Wufoo account, results should then display automatically.

You can use the down arrow button next to each form entry to expand it for more details -- then select the radio button next to the preferred one, and choose the Continue button to proceed.

Set Up BoomTown Action

Next, you'll need to select the action that you'd like the Wufoo form entry trigger to prompt within BoomTown. The template should provide one choice, for Create Lead. Ensure this is selected, and choose to Continue.

Just like with the trigger, you'll need to connect your account for the BoomTown action, by selecting Connect an Account.

Make sure you're logged into your BoomTown account within the browser you're using before selecting to connect the account!

A pop-up will display, and Zapier will recognize the account you're signed into BoomTown with, then ask for a confirmation of the connection -- by selecting Continue.

Once connected, you'll see your information listed on the page in Zapier. Choose the button to Test the connection, then select Save + Continue.

On the following page, set up the way in which you want the details for your leads to feed into BoomTown -- by mapping the fields from your Wufoo form entry example up to the fields within BoomTown.

This is done by selecting the choice in each drop-down menu for the applicable field.

You can elect to complete as many of the optional fields as you'd like, but below are some that are encouraged and/or required.

To view more of the fields, select the Show advanced options above the Refresh Fields button at the bottom of the page.

First Name (Required)	This is what you'd like Zapier to pick up for the First Name for leads coming in from Wufoo.
Last Name (Required)	This is what you'd like Zapier to pick up for the Last Name for leads coming in from Wufoo.
Source (Required)	Denotes which lead source you'd like all leads that come in through this Zap to be added to BoomTown with. You can use the search bar within this field to narrow your results, and note that it can take a moment to load! WUFOO is the suggested choice here, based on the Zap.
Import Type (Required)	For this field, select Api Import from the drop-down.
Buyer Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Buyer Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Buyer Assignment, the lead will be a Buyer lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Buyer Category (Required)	Indicates the lead's category for the Buyer Agent (if applicable) when added to BoomTown.
Seller Assignment (Required)**	This allows you to select to assign a specific Agent from your team, yourself (CurrentUser), or AutoAssign (which will assign the lead based on the team's rotation) for the lead's Listing Agent when created through the Zap. This field also dictates the lead's type -- so if you select just a Seller Assignment, the lead will be a Seller lead. If you select a Buyer Assignment and Seller Assignment, the lead will be a Buyer/Seller lead. You will need to select EITHER a Buyer Assignment or Seller Assignment** for your Zap, in order to save it!
Seller Category (Required)	Indicates the lead's category for the Listing Agent (if applicable) when added to BoomTown.
Lender Assignment	Select AutoAssign here to have a Lender assigned according to the lead rotation for your team for all leads that come in through the Zap.
Email Address	This is what you'd like Zapier to pick up for the email address for leads coming in from Wufoo.
Day Phone	This is what you'd like Zapier to pick up for the primary phone number for leads coming in from Wufoo.
Welcome Email	Gives you the choice of having the leads that come in through the Zap sent the Standard Welcome Email, the Buyer Registration Email, or the Seller Registration Email. You can also leave this field blank to omit sending a welcome email to the lead at the time they come in through the Zap.

If the test is successful, Zapier will process for a few seconds, and then alert you about the success toward the top of the page.

You can then select the Finish button to complete the set up.

On the following page, you'll be prompted to turn on the Zap for automatic use moving forward.

Make sure the toggle is green for the selection, and then in the future when you receive a new form submission through your Wufoo form, it should be automatically added to your BoomTown account through Zapier!

Lead Information in BoomTown

The way that the Zapier integration is designed, leads are able to be added through a Zap, but there's not currently a way to append information to the profile for an existing lead in the system. Due to this, if a lead is sent to BoomTown through a Zap, that has an email address matching one already existing in your team's BoomTown account, the Zap will not successfully send the information to BoomTown.

Zapier: Overview

Zapier: BoomTown Triggers

Zapier: BoomTown Trigger Templates

[Admin] Auto-Import Leads - Lead Rotation

[Integrations] Sync with KW Command Using API Nation