New Leads
How to Integrate Facebook Leads
There are 2 ways to connect your Facebook account with your BluMortgage account and both of these methods require an integration with Zoho Social. To enable Zoho Social in your Zoho One account, please refer to this article. The first way is to have ...
How to Integrate your Website
You have a number of options to integration your website with BluMortgage. Each have their own pros and cons, but if possible we recommend doing the first option of creating a BluMortgage form. Website Integration Options Recommended Option: Create a ...
How to Create a Webform
Webforms are a useful way to capture information from website visitors and add it into your BluMortgage system. Leveraging the highly configurable Zoho CRM platform we are able to provide webforms that can be configured by technical and non-technical ...
How to Setup an Email Parser
An email parser is useful for automating information extraction from incoming emails and getting that information into Blumortgage. The video below should help you navigate this process. For more information see this article by ...