Using OpCity Leads with BoldTrail Lead Sync

Using OpCity Leads with BoldTrail Lead Sync

OpCity does not have a direct integration with BoldTrail.

However, BoldTrail provides a Lead Sync tool that allows you to automatically create contacts in your CRM using email forwarding and other connection options.

This guide walks you through how to use Lead Sync for OpCity leads, along with important best practices.

Where to Find Lead Sync

In BoldTrail, navigate to:

Lead Engine → Lead Sync

Lead Sync allows you to generate contacts in your CRM through:

  • Email parsing (most commonly used for OpCity leads)

  • Zapier integrations

  • Zillow integrations

How to Set Up OpCity Lead Sync

Step 1: Copy Your Lead Sync Email

  1. Log into BoldTrail

  2. Go to Lead Engine → Lead Sync

  3. Copy your unique Lead Sync email address

Step 2: Forward OpCity Lead Emails

When you receive a new OpCity lead:

  1. Open the lead notification email from OpCity

  2. Forward the email to your Lead Sync email address

Optional (Recommended Setup):

  • Create an automatic email forwarding rule in your inbox

  • Route all OpCity emails directly to your Lead Sync email

Step 3: Confirm the Lead in BoldTrail

After forwarding:

  1. Log into your BoldTrail CRM

  2. Verify that the new contact has been created

Important Notes

Lead Sync is a helpful tool, but it is not perfect.

Because it relies on email parsing, you may see:

  • Missing or incomplete contact details

  • Incorrect name or phone number mapping

  • Duplicate contacts

  • Delays in lead creation

Best Practices

To ensure your OpCity leads are set up correctly:

  • Review each synced lead for accuracy

  • Add any missing information manually

  • Apply a tag such as “OpCity Lead”

  • Assign the lead to a Smart Campaign

  • Add notes and updates from your OpCity dashboard

Most agents find success using a hybrid approach:

  1. Use Lead Sync to automatically create the contact

  2. Review and clean up the information

  3. Complete setup inside BoldTrail

Manual Entry vs. Lead Sync

MethodProsCons
Manual Entry              Most accurate and reliable                 Takes more time
Lead Sync                Faster, partially automated                 Requires review and cleanup

Compliance Reminder

OpCity leads are referral-based and performance tracked.

To remain compliant:

  • Respond within OpCity’s required timeframes

  • Keep your status updated inside OpCity

  • Do not rely on BoldTrail alone for tracking or compliance


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