BrokerBlocks connects directly to your CRM to automatically pull in the leads that matter most — helping you spend less time managing data and more time driving meaningful follow-ups.
🔗 How Lead Import Works
When your account is created, your team's CRM API key is automatically connected to BrokerBlocks, enabling a seamless sync and immediate lead import.
By default, select CRM stages and a preset timeline are used to prioritize recent opportunities. If your team hasn't locked these settings, you can customize your sync preferences to control which leads appear in BrokerBlocks.
⚙️ Access and Customize Your CRM Settings
From your BrokerBlocks dashboard, click CRM in the top navigation to open your CRM Integration Settings. Here you can view your CRM credentials and open Import Settings to control which stages are enabled for lead import.
By default, BrokerBlocks focuses on leads you've already had meaningful contact with — not cold or unqualified contacts. If your team lead has granted access, use Advanced Settings to select or deselect specific CRM stages and keep your dashboard focused on active, mid-pipeline leads most likely to convert.
🕒 Understanding the Import Timeline
When a lead in your CRM meets the import criteria, BrokerBlocks pulls it in based on your selected import timeline. This setting controls how far back leads are synced, ensuring your account stays focused on recent, relevant opportunities.
Note: If these settings are grayed out, your admin has locked them. Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com for assistance.
🛠 What If a Lead Isn't Showing Up?
A lead may not appear in BrokerBlocks if it falls outside your import timeline, doesn't meet your import rules, or sits in a CRM stage that isn't selected for sync. Here's how to bring them in manually.
Option 1 — Use the Search Bar
Use the search bar in the left-hand menu
Enter the contact's name or details and click Search
If the contact exists in BrokerBlocks, it will appear in the results
If not, click Search in CRM — then import the lead directly if found
Option 2 — Use the BrokerBlocks Widget Inside Your CRM
If you're using Follow Up Boss:
Open the contact's page in FUB
If the lead hasn't been synced, the BrokerBlocks widget will show Import Opportunity
Click it to instantly add the lead to BrokerBlocks
The widget will update once the lead is synced and Touchpoints are available
📌 Pro Tip: Clean Data, Smarter Touchpoints
Keep your CRM organized and your contact stages clearly defined. Clean data leads to smarter Touchpoint recommendations and more accurate, effective follow-ups.
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.