For real-estate agents and loan officers
Every new lead in your Google Sheet in seconds, and your sheet keeps your CRM enriched.
Portal lead emails become sheet rows and Zaps, so you call first. Scores and pre-approval status flow back into your CRM. No code.
Google SheetsEnrich every lead from a spreadsheetFree tier on every product. No card. 100 lead emails a month free.
Maria Gonzalez is interested in 18 Bayview Ave, Miami FL 33139, listed at $640,000. Phone (305) 555-0142, email maria.g@example.com. “Can we see it this weekend?”
| Received | Name | Phone | Property | Source | |
|---|---|---|---|---|---|
| 2 | 9:12 AM | Tom Becker | (786) 555-0110 | 402 Palm St | Realtor.com |
| 3 | 10:47 AM | Aisha Khan | (305) 555-0187 | 77 Coral Way | Website |
| 4 | 11:03 AM | Maria Gonzalez | (305) 555-0142 | 18 Bayview Ave | Zillow |
CRM enrichment
Your sheet or your database becomes your CRM’s enrichment engine
Score leads, tag them, record pre-approval status, persona or open-house notes in a Google Sheet. Whenever a row is added or changed, SyncYak writes it into the matching lead in Follow Up Boss, Lofty, HighLevel or Cloze.
Start from your leads
The starter sheet fills the id column with your synced leads, so you only fill in columns.
Map each column to a field
Pick the CRM custom field for each column header, exactly like field mapping from your database.
Edit the sheet, the CRM follows
Add or change a row and the values land on the lead in your CRM, automatically.
Included from CRM Hobby, $29 a month.
| id | Lead score | Pre-approved | Persona |
|---|---|---|---|
| 4817 | 62 | No | Upsizer |
| 4821 | 87 | Yes | First-time buyer |
| 4833 | 41 | In review | Investor |
Maria Gonzalez
Follow Up Boss · lead 4821
Custom fields
- Lead score
- 87
- Pre-approved
- Yes
- Persona
- First-time buyer
Updated from your sheet
And for every new lead
Enrich incoming leads before they reach you
Parse matches each new lead by email, phone, zip code or listing to a row of your sheet and adds its columns, such as the agent who owns it or the campaign it came from, before it goes to Zapier, your sheet or your webhook.
Included from Parse Hobby, $9 a month.
How Parse lookups workParsed from the email
- full_name
- Maria Gonzalez
- property_zip_code
- 33139
Your “Territories” sheet · Google Sheets
| Zip | Agent | Phone |
|---|---|---|
| 33131 | Luis P. | (305) 555-0161 |
| 33139 | Dana R. | (305) 555-0123 |
| 33140 | Sam O. | (305) 555-0199 |
Delivered with the lead
- agent_name
- Dana R.
- agent_phone
- (305) 555-0123
Jobs it does
What it takes off your plate
Speed-to-lead without the copying and pasting. Each job names the product that does it.
Catch every portal lead the moment it arrives
Ready-made templates read Zillow, Realtor.com, IDX website, CINC, BoomTown and Zillow mortgage lead emails. A catch-all handles the rest.
Done with: Parse
Keep a lead sheet without typing
Each lead becomes one row in your Google Sheet: time, name, phone, email, property, price and source. Share it with your assistant or your team.
Done with: Parse
Start your follow-up automatically
Connect Zapier and each new lead can add a contact to your CRM, text you the number, or start a drip, in any app Zapier reaches.
Done with: Parse
Follow up from your own address
Connect your Gmail or Outlook so replies from leads reach your tools and follow-ups go out from you, not from a no-reply address.
Done with: Mail
Keep your CRM enriched from a spreadsheet
Score leads, tag them and track pre-approval status in a Google Sheet; SyncYak writes each changed row into the lead in Follow Up Boss, Lofty, HighLevel or Cloze.
Done with: CRM
How it works
Set up in three steps, no code
Sign up free and get your lead inbox
Your account comes with a Parse inbox right away, an address like kldnurgi@parse.syncyak.com. Add the Zillow or Realtor.com template in one click.
Forward your lead emails to it
Set a forward in Gmail or Outlook, or give the address to your portals as your lead email. Your own inbox still gets a copy if you forward.
Choose where each lead goes
Share your Google Sheet with SyncYak and paste its link, or paste a Zapier Catch Hook URL. The next lead arrives as a row.
Before and after
What changes on a busy day
Three situations agents and loan officers describe, before and after the lead emails stop living in an inbox.
Example situations, to show how the products fit a working day.
Lead sources
Pick your portals in one click, then forget about them
Ready-made templates know how each portal lays out its lead emails. Add the ones you get; a catch-all handles everything else.
- Your leads land as rows in a Google Sheet you can sort, filter and share
- Columns you choose, from name and phone to price and source
- Edit any template, or ask us to add a source you use
Lead templates
Inbox: Leads- Zillow buyer enquiriesZillow, Trulia, HotPadsAdded
- Realtor.com leadsRealtor.comAdded
- Zillow mortgage leadsZillow Group
- IDX website registrationsYour IDX siteAdded
- BoomTown buyers and sellersBoomTown
- Paid social lead formsLead ad forms
- Catch-allAny other lead emailAdded
Zapier
Turn each lead into the follow-up you already do by hand
Each parsed lead starts a Zap through a Webhooks by Zapier trigger. From there a Zap can reach your CRM, your phone and your drip campaigns.
- WhenCatch Hook: a new lead from your Parse inbox
- ThenCreate the contact in your CRM
- ThenText you the name and phone
- ThenStart your welcome email
Pricing
Most solo agents run on Free or Hobby
Free handles 100 lead emails a month and 3 mailboxes. A busy agent or a small team moves Parse, Mail and CRM to Hobby: 1,000 lead emails and 1,000 CRM leads every 30 minutes.
Questions agents and loan officers ask
Something else? Write to contact@syncyak.com and a person answers.
Can my Google Sheet update my CRM?
Yes. Keep one row per lead, matched on the CRM lead id, and map each column header to a CRM custom field: a lead score, a tag, a persona, pre-approval status, open-house notes. Whenever a row is added or changed, SyncYak writes the values into the lead. A starter sheet fills the ids in for you. Included from CRM Hobby.
Do I need a developer?
Not for leads. Forwarding lead emails, choosing a template and sending rows to Google Sheets or Zapier is all done in the dashboard.
Not for CRM sync either: on every plan your CRM’s leads can land in a Google Sheet you share with SyncYak, one row per lead. A Postgres or MySQL database is there for teams that want SQL; after setup it runs on its own.
Which lead sources does it read?
Zillow buyers and sellers, Zillow mortgage leads, Realtor.com, IDX website registrations, CINC, BoomTown, Follow Up Boss, Velocify, Firepoint, eLead Network and paid social lead forms. A catch-all template covers anything else, and you can adjust any template.
What if Zillow changes its email layout?
The catch-all template still pulls out the name, email and phone, so the lead is delivered while the specific template is updated. Every email is kept, so nothing is lost either way.
Will it work with my CRM?
Through Zapier, with almost any CRM. Direct sync covers Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command.
Which plan do I need?
Free handles 100 lead emails a month and 3 mailboxes. A busy agent or a small team moves Parse, Mail and CRM to Hobby: 1,000 lead emails and 1,000 CRM leads every 30 minutes.
Is my leads’ information safe?
Lead emails are kept only for your plan’s retention period, 7 days on Free, then deleted. Connections use Google’s and Microsoft’s own sign-in, and you can disconnect any time.
Forward one lead email and watch it arrive
Create a free account with Parse, Mail and CRM ready. No card, no code, and your first lead can land in your sheet today.
Free tier on every product. No card.