{"id":11376,"date":"2010-02-23T13:41:28","date_gmt":"2010-02-23T20:41:28","guid":{"rendered":"http:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/?p=11376"},"modified":"2010-02-23T13:44:13","modified_gmt":"2010-02-23T20:44:13","slug":"cforms-heap-aweber-finally-the-perfect-real-estate-crm-smashup","status":"publish","type":"post","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/11376\/cforms-heap-aweber-finally-the-perfect-real-estate-crm-smashup\/","title":{"rendered":"CFORMS->Heap + Aweber = Finally, The Perfect Real Estate CRM Smashup?"},"content":{"rendered":"

Heap CRM’s recent announcement that you can now fire off Event templates from an email <\/a> got me jizzing a little.<\/p>\n

Here’s why:<\/p>\n

I’ve played a lot with the CForms wordpress plugin<\/a> and knew that it allowed for 2 interesting things to happen after a form submission.<\/p>\n

1. Cforms will show a custom thank you message directly after form submission and this message will take html.
\n2. Cforms will fire off a custom message to any admin email address of your choosing. <\/strong><\/p>\n

So, starting with the latter… <\/p>\n

Knowing that Heap allows a series of events to be scheduled based on some code inserted into an email, I created a CFORM and got to tweaking a custom email message that would be sent to my heap dropbox address for creating a new lead.<\/p>\n

You’ll see in the example below that the Subject of the admin email is configured to display the “Name” field entered by the visitor. And the body of the email is configured to include Heap’s code for firing off an event template (along with some other variables, of which there are delightfully many to choose from!)<\/p>\n

\"\"<\/a><\/p>\n

So in this example, a new lead is created in Heap and<\/strong><\/em> a follow up series of events that I’ve pre-configured is kicked off, along with the scheduling of any number of email messages. <\/p>\n

The lead could have also been auto assigned to a teammate based on the short code, which might be a nice feature for any broker considering building a multi agent contributor, multi niche focused blogsite. (Imagine embedding a different agent branded cform for on pages created for each neighborhood in your market area. Then consider reaching out to a prospective recruit and promising them that all leads from that page will be routed into the custom CRM solution you’re going to be giving them. [at the whopping cost of an additional $5\/month!]<\/p>\n

And Then… the Lead Gets Subscribed to an RSS Based Blog Broadcast!<\/h2>\n

At this point there were already excitement streaks in my undies, but then I realized that I’d also want all of these “leads” to be subscribed to Read more<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Heap CRM’s recent announcement that you can now fire off Event templates from an email got me jizzing a little. Here’s why: I’ve played a lot with the CForms wordpress plugin and knew that it allowed for 2 interesting things to happen after a form submission. 1. Cforms will show a custom thank you message […]<\/p>\n","protected":false},"author":50,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[325],"tags":[],"class_list":{"0":"post-11376","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"hentry","6":"category-crm","8":"no-featured-image"},"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":7963,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/7963\/finally-a-heap-of-daylite-at-the-end-of-the-tunnel-finding-a-crm-that-doesnt-blow\/","url_meta":{"origin":11376,"position":0},"title":"Finally: A Heap of Daylite at the end of the tunnel (Finding a CRM that doesn’t blow)","author":"Chris Johnson","date":"April 18, 2009","format":false,"excerpt":"Let me be honest.\u00a0 I've been using Google Docs as my CRM for a while.\u00a0 It's been fast--I've got it mapped to a hotkey, and also on my Mac's dashboard.\u00a0 I can collect info on clients, contacts fast.\u00a0 And I can highlight the ones I follow up with, owe something\u2026","rel":"","context":"In "CRM"","block_context":{"text":"CRM","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/crm\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6923,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/6923\/piling-onto-heap-ill-trade-you-a-big-bunch-of-crm-development-ideas-for-an-affiliate-link-click-through\/","url_meta":{"origin":11376,"position":1},"title":"Piling onto Heap: I’ll trade you a big bunch of CRM development ideas for an affiliate link click-through","author":"Greg Swann","date":"February 16, 2009","format":false,"excerpt":"If your contact information is on any of the BloodhoundBlog Unchained interest lists, I spammed you last week with a form email that pitched the then-upcoming Seattle Unchained preview as well as the still-upcoming BloodhoundBlog Unchained in Phoenix event. The form letter was sent out as bulk email from the\u2026","rel":"","context":"In "Flourishing"","block_context":{"text":"Flourishing","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/flourishing\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6841,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/6841\/thirty-three-touches-from-the-cloud-seriously-seeking-crm\/","url_meta":{"origin":11376,"position":2},"title":"Thirty-three touches from the cloud: Seriously seeking CRM","author":"Greg Swann","date":"February 7, 2009","format":false,"excerpt":"We need a CRM solution, and it's making me crazy that we don't have one. We wrestled with REST for a couple of years, but we never got it cranking on all cylinders, and it lacks features I don't want to live without. Chris Johnson raves about Heap, but I'm\u2026","rel":"","context":"In "Group Therapy"","block_context":{"text":"Group Therapy","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/group-therapy\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":8071,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/8071\/greg-swanns-bloodhoundblog-unchained-homework\/","url_meta":{"origin":11376,"position":3},"title":"Greg Swann’s BloodhoundBlog Unchained homework","author":"Greg Swann","date":"April 25, 2009","format":false,"excerpt":"Okay, here's are homework assignments for BloodhoundBlog Unchained in Phoenix. First, until this week I had no idea how deprived folks in the Windows world are. Just about everything I do is built around the idea of truly robust FTP software, and it turns out that this does not even\u2026","rel":"","context":"In "Flourishing"","block_context":{"text":"Flourishing","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/flourishing\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6934,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/6934\/a-big-heap-of-heap-goodness-revising-my-universal-contact-form-to-create-heap-records-assigning-initial-drip-campaigns-to-them\/","url_meta":{"origin":11376,"position":4},"title":"A big heap of Heap goodness: Revising my universal contact form to create Heap records, assigning initial drip campaigns to them","author":"Greg Swann","date":"February 17, 2009","format":false,"excerpt":"I've rebuilt my universal contact form to be Heap-friendly. Now, in addition to emailing you and the prospect with a quick follow-up, as well as optionally epaging you, the form will also optionally create a new Heap lead with the contact information and with the name of an initial drip\u2026","rel":"","context":"In "Marketing"","block_context":{"text":"Marketing","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/marketing\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":7223,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/7223\/building-an-even-more-universal-universal-contact-form\/","url_meta":{"origin":11376,"position":5},"title":"Building an even more universal Universal Contact Form","author":"Greg Swann","date":"March 1, 2009","format":false,"excerpt":"I've talked before about the idea of a software universe -- where the set of actions possible in a given software configuration is so large that you can come up with tools and techniques never anticipated by the developers. 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