Automatic Lead Import

If you have a lead source that will be sending you leads on an ongoing basis but want to manage them in your CRM and Ylopo Stars, an auto-import is the best choice. Instead of tagging or exporting these leads continuously, Ylopo can automatically import these leads from your CRM into Ylopo Stars, which also creates a unique Stars link on their profile. 

This option is only available for clients who own their CRM and are using the following CRMS:
Follow Up Boss, Liondesk, Firepoint, Lofty, Zoho, Sierra, Wise Agent, and Salesforce (only Stars link, no default search).

For clients who are sharing their CRMs with their Broker or their Team, Auto Import is not advisable, since Ylopo cannot filter the leads that are only assigned to the agent. Ylopo imports all new leads coming from the source the client provided. 

To set up automated lead import, first ensure these are added as sources in your CRM. Complete this form to request your various lead sources to be auto-imported into Ylopo Stars. For help with this form please reach out to [e-mail].

Last Updated 03/19/25 by Gabie G.