Idea or request
Is there anyway ZoHo can automatically load my leads directly from the lead provider into my ZoHo leads? There is a competitor of your that has the capabilities to do so.
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See below:
Using your Radius Dropbox Email Address (Dashboard > Your Profile > Below Email Settings) you can import leads automatically from your
lead vendors. Here are the steps to start the importation process:
1. Copy your Radius Dropbox Email Address under Your Profile (example -
2. Depending on the Lead Vendor you are working with (See Below) you will need to change the "dropbox@" to the Lead Vendor Code,
such as "hometownquotes@"
3. Log into your Lead Vendor Website and place your Radius Dropbox Email Address as the 'Secondary Contact' for Leads to be emailed
to. You will still receive lead information to your Primary Email address as well as your Radius account will receive leads.
4. Radius will import the lead automatically into your account.
5. You may need to do some edits to the Custom Form Fields within your account. Contact support @ radiusbob dot com if you have any
questions on the Custom Form Fields. Radius will import the data to the data fields as long as they are configured. If the data fields are
not set up properly, they will import as a 'Note'
Lead Vendor Import Settings:
Hometown Quotes - hometownquotes@
Benepath - benepath@
ProspectZone - prospectzone@
Norvax Quote Engine - norvax@
QuotIt Quote Engine - quotit@
CompuLife - compulife@
Health PlanOne - healthplanone@
Life Insurance 2 Day - li2d@
Lifeline Direct - lifelinedirect@
Quote Wizard - quotewizard@
InsureMe - insureme@
Parasol Leads - parasolleads@
InsuranceLeads.com - insuranceleads@
Underground Elephant - undergroundelephant@
All Web Leads - allwebleads@
ASAP Quotes - asapquotes@
Click Point - clickpoint@
Dave Ramsey - daveramsey@
Net Quote - netquote@
Precise Leads - preciseleads@
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