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Portal enquiries by e-mail: forward once, every lead arrives as a record

AvailableIn every workspace, documented here, with its changes listed on its page.
On the broker’s path
Leads & enquiries

The problem this solves: Every portal sends enquiries as e-mail in its own layout; someone copies name, phone and object into the CRM by hand.

In short: Your workspace has an enquiry address. Forward the portals’ enquiry mails to it — once, as a rule in your mailbox — and every enquiry arrives in „Anfragen“ as a record with the person, the object and the message, marked with its source. Your firm’s object address does the same for exposés, floor plans and photos: forward them and a new object arrives with its files and a proposal to check.

  • Receive from every portal that sends enquiries by e-mail, without an API contract.
  • Keep the sender’s words. The message stays as written; the person, phone number, e-mail and object are read out for the record.
  • Start objects from mail. Forward an exposé or photos to the object address.

The enquiry address says whether mail to it can arrive yet — the app holds it back until receiving is set up. Capitality reads the person, the object and the message from each portal’s mail; an enquiry that names none of your listings suggests the ones it fits.

  • ImmoScout24 enquiries that arrive this way follow ImmoScout24’s rules — see ImmoScout24.
  • Your own mailbox’s conversations are a different connection: Your own mailbox.

New in this feature

The changes of this feature, newest first — one line per change, with the version it shipped in.

  • App 0.40.2Marketing e-mails can be switched on only once your e-mail address is confirmed; until then the switch says so.
  • Platform 0.25.3The enquiry address says whether mail to it can arrive yet, so the app can hold it back until receiving is set up.
  • Platform 0.25.3A marketing opt-in is kept only once the e-mail address behind it is confirmed.
  • App 0.33.16Sign-up now confirms your e-mail address, and the app reminds you gently until it is done.
  • App 0.27.0A new object can start from a forwarded e-mail, arriving with its files and a proposal ready to check.
  • Platform 0.17.0Forward an exposé, floor plan or photos to your firm's object address and they arrive as a new object.
  • Platform 0.14.5Contact imports keep only real e-mail addresses and phone numbers, and tell you what they left out.
  • App 0.11.4Joining with an e-mail address other than the invited one now says exactly that, instead of a vague hint.
  • App 0.11.1Starting a listing is straightforward now, and your website contact form can send enquiries to a chosen colleague.
  • App 0.11.1Confirming your e-mail address now leads clearly into the app or back to the invitation you were accepting.

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