Bold Trail Training

Walkthrough of BoldTrail lead management and automation for TCFG agents — how to route and prioritize leads, connect Zillow/Zapier, organize contacts, and use Smart Campaigns and the AI Smart Assistant to accelerate follow-up.

What this video covers:

• Lead Dropbox setup 

  • • Email parsing to get leads in through Lead Dropbox

    • Zillow API integration for automatic lead routing

    • Using Zapier for additional lead sources and testing connections

• Contact organization: statuses, types, hashtags, and saved filters for prioritization

• Smart Campaigns, behavioral automation, and property search alerts to drive site visits

• Using the Smart Assistant (ChatGPT) for personalized outreach and call/email scripts

• Marketplace services, mobile apps, and Streams early-access overview

Actions assigned to agents:

• Create and save filters for: no-search-alert, no-market-report, and no-campaign contacts.

• Run daily outreach to those saved filter groups using the Smart Assistant.

• Install the BoldTrail mobile app and enable push notifications.

• Forward third‑party lead emails into Lead Dropbox and copy the Lead Dropbox email key into the sender platforms. 

• Connect Zillow using the provided API key and test the connection with a sample lead. (Owner: Unspecified)

• Use Zapier to connect other lead sources/webforms (Facebook, Calendly, Google Sheets) and test those Zaps. 

• Organize contacts consistently using status, type, and hashtags. 

• Use Vitals → More Reports → System Activity to find and reclaim unengaged leads. 

• Prioritize property search alerts for web leads and ensure alerts are accurate and private. 

• Deploy and tune Smart Campaigns (pause/adjust after direct engagement). 

• Enable behavioral automation for favorites, revisits, and related triggers.

• Use the Smart Assistant for personalized/mass emails, texts, and call scripts (always review AI output).

• Explore Marketplace Done‑For‑You Services and contact Marketplace for consultations/quotes. 

• Arrange Streams app early access and invite attendees (contact Megan or Rachel for early access).