How-to
guides.
Short, step by step.
Connect a CRM
Leads, Where leads go. Pick your CRM, enter your details, press Send test lead. Failed sends retry on their own. Integrations →
Zapier or Make
Create a catch-webhook step and paste its address in Where leads go. Any tool that takes webhooks works.
Search in one exact spot
You never need a shortcode. For one exact spot, use [idx_bloom_search] or the block.
Spanish
Tick Spanish when the plugin asks. Each grown page gets a Spanish twin.
Back to Preview
Home, Back to preview.
Questions, answered
What do I set up in Zapier or Make?
In Zapier, use Webhooks by Zapier with a Catch Hook. In Make, add a Custom webhook module. Paste the URL it gives you into the webhook connection under Where leads go. IDX Bloom then sends one JSON post per lead, with an optional secret and signature. A dedicated app is not needed; any tool that accepts webhooks works.
Do I need a shortcode to place the search?
No, you never need one. IDX Bloom finds the right pages by itself, while a traditional IDX shows its search only where you add a shortcode or widget by hand. For one exact spot, use the [idx_bloom_search] shortcode or the block, and the plugin keeps working on every other page.
How do I turn on Spanish?
Tick Spanish when the plugin asks. Each grown page then gets a Spanish twin, linked to its English page with hreflang. Visitors can type their search in plain words in Spanish too, in the same single box, and the cards and forms appear in Spanish.
Can I try IDX Bloom next to my old IDX search?
Yes. In Preview mode IDX Bloom runs on one private page and changes nothing else, so you can test it next to the search you have now and switch when you are ready. To return to Preview later, go to Home, then Back to preview. When you go live, Property Search joins your menu once.
Are the CRM connections official partnerships?
No. These are connectors you run on your own account with each CRM, so they are not partnerships with those companies. BoldTrail's API access depends on your plan, and Lofty may limit it by plan. Besides the CRMs, leads can go to a webhook or to email, and email should be paired with an SMTP plugin.
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