Leads go where
you already work.
Every lead goes to your CRM with its page, price range, language and source. Seven CRMs per site, eight in the dashboard, plus a webhook and email.
The kvCORE integration (BoldTrail) connects with a Contacts API token, not a webhook. For any other tool that accepts a webhook, use the webhook connection.
Ten built-in connections
In the plugin: Leads, Where leads go. Choose one, enter the details, press Send test lead.
| Connection | What it does | You enter |
|---|---|---|
| Follow Up Boss | Creates or updates the person. | API key (system key optional) |
| GoHighLevel (API) | Creates or updates the contact, adds tags and a note. | Private Integration token, location ID |
| GoHighLevel (webhook) | Posts the whole lead to a webhook that starts your workflow. | Inbound webhook URL |
| Zoho CRM | Creates a lead. | Client ID, client secret, refresh token |
| HubSpot | Creates or updates the contact by email, adds a note. | Private app token |
| BoldTrail (kvCORE) | Creates the contact, adds a note. API access depends on your plan. | Contacts API token |
| Lofty | Creates the lead, adds a note. Lofty may limit API access by plan. | API key |
| Salesforce | Web-to-Lead request. Sent means accepted; no further status. | Organization ID |
| Webhook (Zapier, Make, your own code) | One JSON post per lead, with an optional secret and signature. | URL from a Zapier Catch Hook, a Make Custom webhook or your own endpoint |
| Plain-text copy to one or more addresses. Pair with an SMTP plugin. | Email addresses |
Zapier and Make
Zapier: Webhooks by Zapier, Catch Hook. Make: a Custom webhook module. Paste its URL into the webhook connection. No official app needed.
With the dashboard
Connect your CRM once in the dashboard (Settings, CRM) and every site on your account uses it. For one CRM, use the dashboard or the site connection, not both. The dashboard also sends buyer activity and brings status back where the CRM allows. Thirteen connections: About the dashboard →
| Connection | Buyer activity | Owner synced | Status back |
|---|---|---|---|
| Follow Up Boss | Events | Yes | Webhook, once our system key is installed |
| GoHighLevel | Notes | Yes | On open; instant with a workflow webhook |
| Lofty | Events and notes | Yes, best effort | Webhook |
| BoldTrail (kvCORE) | Notes | No | Send only |
| HubSpot | Notes | No | On open |
| Zoho CRM | Notes | No | On open |
| Real Geeks | Events, once Real Geeks registers IDX Bloom | No | Send only |
| Sierra Interactive | Notes | No | Send only |
| Zapier (private app) | Events | No | None |
| Make (custom webhook) | Events | No | None |
| Webhook (signed JSON) | Events | No | None |
| Inquiries and registrations | No | None | |
| CSV download | A download, nothing is sent | No | None |
The fields
Every connection gets the same fields: page, building or neighborhood, price range, language, source, consent.
Keys are stored encrypted. Failed deliveries retry for up to 12 hours.
Good to know
- These are connectors you set up with your own account, not official partnerships. Product names belong to their owners; IDX Bloom is not affiliated with or endorsed by them.
- Every lead is saved on your site first. Failed sends retry.
- No public Zapier or Make listing, no LionDesk or Slack connector: the webhook works with those tools. Some CRMs limit API access by plan. In the free trial, Email sends only to your own address.
Questions, answered
Which CRMs are supported?
Seven CRMs with ten built-in connections: Follow Up Boss, GoHighLevel (API and webhook), Zoho, HubSpot, BoldTrail, Lofty and Salesforce. There is also a webhook (for Zapier, Make or any tool that accepts webhooks) and email. These are connectors you set up with your own account, not official partnerships.
Can I send leads to Zapier or Make?
Yes, through the webhook connection. It works with any tool that accepts webhooks. There is no official Zapier or Make app.
Where in the plugin do I connect my CRM?
Open Leads in the plugin, then Where leads go. Choose one connection, enter the details it asks for (an API key, a token or a webhook URL, depending on the tool), and press Send test lead to check that the connection works before real leads arrive.
Should I connect my CRM in the dashboard or on the site?
Pick one. For a single CRM, use the dashboard or the site connection, not both. If you connect once in the dashboard under Settings, CRM, every site on your account uses that connection, and the dashboard also sends buyer activity and brings status back where the CRM allows it.
Does Follow Up Boss get buyer activity from IDX Bloom?
Yes, as events, through the dashboard. In the dashboard Follow Up Boss gets buyer activity as events, the owner is synced, and status comes back by webhook once our system key is installed. On the site connection, Follow Up Boss creates or updates the person.
Can the Email connection send leads to my team?
Yes. The Email connection sends a plain-text copy of each lead to one or more addresses, so you can list your team. Pair it with an SMTP plugin. In the free trial it sends only to your own address. In the dashboard, Email carries inquiries and registrations, and it sends no status back to IDX Bloom.
Which CRMs can send a lead status back to IDX Bloom?
Five of the dashboard connections can. Follow Up Boss reports status by webhook once our system key is installed, GoHighLevel on open (or instantly with a workflow webhook), Lofty by webhook, and HubSpot and Zoho CRM on open. BoldTrail, Real Geeks and Sierra Interactive are send only.
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