This is a legacy article. For actual BoldTrail integration user guide, please visit this page.
Connect BoldTrail and BoldTrail BackOffice to eliminate double entry and most importantly, save your time:
Sync leads and listings to BoldTrail BackOffice
Automatically create listings in BoldTrail BackOffice based on their status in BoldTrail
Assign listings to users
How do I connect a BoldTrail add-on?
Go to Add-ons > BoldTrail > Get started
Request your API key from the BoldTrail support team and enter it in the related field
Switch needed toggles for syncing contacts and listings
Initial sync may take up to 30 minutes. After that, auto-sync will happen every 2 hours. Filters can be adjusted at any time. To stop the integration, simply switch the toggle.
You can also assign the agents their BoldTrail IDs on the same page:
All synced listings will appear in the Incoming transactions list with the BoldTrail indicator:
The synced contacts will appear in the Contacts list with BoldTrail marked as the lead source:
