Leads from your website and your calendar come straight in
Connect iHomefinder or Calendly and each new lead or booking becomes a contact, with what they asked for.
Leads used to wait in another app or an email. Now they come into Berchtold on their own.
iHomefinder
Connect your iHomefinder account in Settings → Integrations. Every 15 minutes, Berchtold reads your website's new leads.
- Each lead is a contact, matched by email, with the source iHomefinder.
- Each request is on the contact's Activity: a showing, more info, a home value request or a report sign-up.
- A showing, more info or home value request starts a lead, as your web forms do.
- Your past leads come in as history. Nothing old starts a lead or sends a notice.
Calendly
Connect your own Calendly with Sign in with Calendly or a Calendly key.
- Each person who books is a contact. The meeting and their answers are on the contact's Activity.
- Each event type has a Starts a lead switch. Turn it off for meetings that are not new business.
- On a paid Calendly plan, bookings arrive at once. On other plans, Berchtold checks every 15 minutes.
- A cancel, a reschedule or a no-show adds an entry to the same contact.
A phone number never costs you a lead
If a lead types a phone number the CRM cannot use, the lead still comes in. The number shows on the entry as typed.
See Connect iHomefinder and Connect Calendly.

