Yes, leads from your MLSImport listing pages can go into Follow Up Boss, Zoho or the CRM your agents already use. There is no built-in CRM button, though. MLSImport puts the listings on your own site and emails each enquiry. To get that lead into your CRM, you add one step: your theme’s form settings, an automation tool like Zapier, or a short piece of code on the lead hook.
There are two routes, and which one you use depends on which form the visitor filled in.
Moving from another real estate platform? Your old contacts need a separate export. This guide covers new inquiries from MLS Import forms. Use the platform move checklist to plan your old lead records, website pages and Google traffic too.
Before you start
- You have an endpoint from your CRM that accepts a POST request, which Zoho calls a webhook URL. How you authenticate to it is documented by the CRM, not by us.
- You know which form is producing the leads: your theme’s contact form, or a standalone mode property form.
- Your privacy policy covers sending enquiry details to a third party system, because that is what you are about to do.
Route one: your theme’s contact forms
On WpResidence, Houzez, WpEstate and Real Homes, the enquiry form on a property page belongs to the theme. Those themes document their own webhook or CRM integration settings, and connecting one is a theme configuration task rather than an MLSImport one.
Test it with a real submission before you rely on it. The exact fields a theme sends differ, and a CRM that rejects a payload usually does so quietly.
Route two: standalone mode
In standalone mode the property enquiry form is the plugin’s, and it fires an action when a valid lead arrives. Attaching to that action is the supported way to push leads anywhere.
add_action( 'mlsimport_property_lead_submitted', function ( $data, $property_id ) {
wp_remote_post( 'https://crm.example.com/leads', array(
'timeout' => 5,
'body' => array_merge( $data, array( 'listing' => get_permalink( $property_id ) ) ),
) );
}, 10, 2 );The $data array carries name, email, phone, message, tour, property_id and agent_id. The tour value is filled in when the enquiry came from the Schedule a Tour panel and is empty otherwise.
How to send MLSImport leads into Follow Up Boss
In standalone mode, the same hook can send each listing lead to Follow Up Boss. The code posts a Property Inquiry event to the FUB API, so the lead lands in FUB with the listing link in the message. FUB has no MLSImport button, so a developer (or anyone comfortable in functions.php) does this once.
What you need first:
- A FUB API key. FUB lets you create one under Admin > API.
- A child theme or a small plugin of your own to hold the code. Never edit MLSImport itself.
- A test listing page you can send an enquiry from.
add_action( 'mlsimport_property_lead_submitted', function ( $data, $property_id ) {
wp_remote_post( 'https://api.followupboss.com/v1/events', array(
'timeout' => 5,
'headers' => array(
// FUB uses HTTP Basic authentication. Check FUB's API docs for how your key goes in.
'Authorization' => 'Basic ' . base64_encode( MY_FUB_API_KEY . ':' ),
'Content-Type' => 'application/json',
),
'body' => wp_json_encode( array(
'source' => 'yourdomain.com',
'system' => 'MLSImport',
'type' => 'Property Inquiry',
'message' => $data['message'] . ' Listing: ' . get_permalink( $property_id ) . ( $data['tour'] ? ' Tour requested: ' . $data['tour'] : '' ),
'person' => array(
'firstName' => $data['name'],
'emails' => array( array( 'value' => $data['email'] ) ),
'phones' => array( array( 'value' => $data['phone'] ) ),
),
) ),
) );
}, 10, 2 );Why these fields matter:
| Field | What it does in Follow Up Boss |
|---|---|
| type: Property Inquiry | FUB says new leads with this type trigger action plans and automations |
| source | The lead source name your agents see, like your domain |
| system | The name of the system sending the lead |
| message | The visitor’s question, plus the listing link and any tour date |
What comes back from FUB:
- 201 means a new person was created.
- 200 means the event was added and an existing person may have been updated.
- 204 means the lead flow for that source is archived in FUB, and the lead was ignored.
Can each agent’s leads go to their own CRM?
Yes, with code. The hook gives you agent_id, so your code can pick a different API key or endpoint for each agent. There is no setting for this. Without code, every lead goes through the one route you set up.
Where in the flow your code runs
- The submission is checked for the privacy consent checkbox, and rejected without it.
mlsimport_property_lead_validationruns, which is where reCAPTCHA or a blocklist would reject it.mlsimport_property_lead_submittedfires with the validated data.- The email is composed and sent to the recipient for that property or agent.
mlsimport_property_lead_mail_sentfires with whether the email succeeded.
Pick the hook that matches what the CRM is for. Use mlsimport_property_lead_submitted when the CRM is the record of truth, so a lead still reaches it on a site whose email delivery is broken. Use mlsimport_property_lead_mail_sent when the CRM should only hold enquiries an agent was also told about.
Do not make the visitor wait for your CRM
The action runs inside the request that submits the form, so a slow or unreachable CRM makes the visitor watch a spinner. Keep the timeout short, as in the example above, and let a failed forward fail quietly rather than blocking the enquiry.
For anything more involved, record what you need and hand the delivery off to a scheduled job rather than doing it in the request.
Log the CRM’s response somewhere you will look, at least while you are setting it up. A webhook that returns an error is invisible from the front end: the visitor sees a normal confirmation because the email was sent, and the lead is not in the CRM. With Follow Up Boss, watch for a 204 and check that the lead source is active in FUB.
Frequently asked questions
Does MLSImport connect to Follow Up Boss out of the box?
No. There is no Follow Up Boss setting in MLSImport. Use one of the routes above; the Follow Up Boss section shows the hook code.
Does MLSImport store leads anywhere I can export?
No. A property enquiry is emailed to the recipient and not saved as a post or a database row, which is exactly why forwarding to a CRM is worth setting up.
Do leads from the Schedule a Tour panel reach the same hook?
Yes. The booking panel submits a property lead like any other form, with the requested date in the tour field.
Does the consent checkbox cover sending the lead to my CRM?
Only if your privacy policy says so. The checkbox links to your policy, so the policy is what has to name the CRM and what happens to the data there.
Can you confirm a specific Zoho setup works?
Tell us which theme you use and share the webhook URL you were given, and we will run a test submission on a demo site with you.
Related
- Where property leads are sent
- The consent checkbox and your privacy policy
- Schedule a Tour and the booking sidebar
- Standalone hooks reference
- The Contact Form block
Open a ticket with your theme and your webhook URL and we will test the workflow with you before you put it live.
