Boldtrail - CRM Integration

Boldtrail is a comprehensive real estate platform, but its vast databases can often become "graveyards" for older leads. Propel acts as the AI automation layer for your Boldtrail CRM, using goal-based campaigns to re-discover active buyers and sellers in your existing database.

How Propel Works with Boldtrail

Propel integrates with Boldtrail through shared email synchronization. By connecting both platforms to your primary business email (Gmail or Microsoft 365), you ensure that AI-driven automation and CRM record-keeping work in harmony.

1. Goal-Based Database Re-Engagement

Instead of sending a mass email from Boldtrail, use Propel to start individual, 1-on-1 conversations with your leads. Propel’s AI uses goal-based logic to identify "hand-raisers" and steer them toward booking a consultation or a viewing.

2. Automated Timeline Sync

Because Propel sends messages through your connected mailbox, Boldtrail’s email tracking automatically picks up these conversations. You can see every AI-generated response and lead reply directly within the Boldtrail contact record.

3. Conversion-First Automation

While Boldtrail is excellent for enterprise-level management, Propel focuses on the conversion moment. It handles the back-and-forth required to qualify a lead and schedule an appointment directly on your calendar.

Key Benefits

• Waken Up Your 'Cold' Leads: Use Propel's Goal-Based Campaigns to find the ready-to-act prospects hidden in your database.
• Answer Real Estate Questions Instantly: Propel uses your Listing Data to answer prospect questions about properties in real-time, 24/7.
• Reduce Manual Data Entry: Propel’s self-organizing pipeline means you don't have to manually update tags or statuses for every conversation.

Setup Steps

Step 1: Connect Your Email

1. Connect your primary email account in Propel's Settings > Integrations.
2. Verify that the same email is connected and syncing within Boldtrail.

Step 2: Import Your Leads

1. Export your "Nurture" or "Archived" leads from Boldtrail.
2. Import them into a Propel Campaign.
3. Choose a goal (e.g., "Identify Buyer Intent").

Step 3: Manage Your Appointments

When Propel successfully qualifies a lead and books a time on your calendar, the activity will be visible in both Propel and Boldtrail, allowing you to take over the high-value relationship work.

Need Help?

• Boldtrail Support: Inside Real Estate Help Center
• Propel Support: partners@propelhq.io