Zapier: How To Connect The Investment Dominator To Ring Central

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to Ring Central to generate a sales document, but first, let’s talk a little about Ring Central…

What is Ring Central?

Ring Central provides calling features that have been designed to give you a flexible, mobile, and powerful cloud phone system. Choose from a variety of available phone numbers, install our apps on your desktop computer, smartphone, or tablet, and improve communications with call forwarding, Call Flip, and more.

How To Connect The Investment Dominator To Ring Central

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “RingCentral” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “Investment Dominator“.

Under the ‘When this happens…’ field select ‘Call Ended‘.

And under the ‘then do this!‘ field select ‘Post Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Ring Central Account:

Click the ‘Sign in to RingCentral‘ button then log in to your account.

Once logged into RingCentral through Zapier you will be prompted to make a test pull of data. If there is no existing call on your account hit ‘skip test‘, this will generate caller information as an example that can be used for testing.

Step 3 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Once done connecting make sure under ‘Action Event’ is Post Contact.

If everything looks good, click the ‘Continue‘ button

Step 3 – Setup The Zap Action

Please note for this part of the zap to work properly, you will need to have a property in the complete and ready to sell status. Then you will attach this property to your record in the marketing tab in order to populate on your zap.

Under the ‘Type’ field select which record type applies to you, in this case, we want our buyer so we input number 2 for ‘Buyer’.

Under the ‘Contact Id’s‘ field select the buyer record.

The last required field is the ‘First name’ and the rest are optional

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, when you end a call in Ring Central your contact will post into your Investment Dominator CRM it will also be automatically sent to your marketing tab by Zapier!

2021-06-17 Live Training Call

Questions answered on this call:

  • 6:23 – Can you go over Ring Central information (Ext 2)
  • 11:00 – General Introduction with Zapier Automation
  • 13:00 – Articles we have on Zapier integration
  • 15:15 – Connecting Investment Dominator to Ring Central with Zapier
  • 28:00 – Going over importing records using our integration with Datatree
  • 31:45 – Troubleshooting records from Datatree integration import
  • 35:00 – How to turn on your zap made within Zapier
  • 36:36 – Connecting the Investment Dominator to Google Sheets
  • 44:00 – How to add your API credentials into Zapier from ID
  • 47:00 – Seeing how Zapier automation can update a spreadsheet for you

2021-06-10 Live Training Call

Questions answered on this call:

  • 3:10 – How can we sort and filter contacts after import into ID
  • 12:45 – How to split records into smaller uploads for organization
  • 15:10 – Can you use your cellphone as your company phone.
  • 19:00 – Ring Central Explanation as to what numbers are used for
  • 10:28 – Reminder on the company address field
  • 23:10 – How to customize our selling site theme
  • 29:50 – How do we upload a large CSV file into the Investment Dominator
  • 35:00 – Does Investment Dominator include options to add payment buttons
  • 38:30 – Going over the Selling site merge fields
  • 40:30 – How do I record an issue properly for Ticket Support (Tech Smith)
  • 45:45 – Using Techsmith for capturing online pictures of a property
  • 49:00 – How to do an advanced search within the Investment Dominator
  • 53:25 – Can you help explain the optin page and what information is taken
  • 56:50 – How to process a new offer request

2021-06-07 Live Training Call

What we went over in this call :

What are the Investment Dominator [Big-3] setup requirements –1:51
Signature/Profile – 5:00
Company Info – 11:10
Domains – 34:20

  • 47:00 – Can you put a suite number under the company address section
  • 47:36 – How to tell RC what setup you want
  • 51:30 – How to see previously recorded calls Q&A
  • 52:38 – How to create a support ticket (TechSmith for screenshots)

The Investment Dominator Quick Start Guide – How To Get Started

First off, welcome to the Investment Dominator Real Estate CRM system! We are excited to help you scale your real estate investment business massively with this amazing system.

There are just a few things you need to set up initially to get started so…

Let’s get started!

Step 1 – Setup Your User Profile

First, log in to your Admin Console, the link to this is included in your Welcome/ Confirmation email.

Once you login, it should look like this:

Please note: There is an interactive welcome tour that pops up when you first log in that is designed to get you accustomed to the system. Take a few moments to go through this tour by clicking the ‘Next’ button. Don’t worry it only takes 5 minutes 🙂

Let’s go ahead and take a look at the main navigation bar at the top of the screen, it should look like this:

From this navigation bar, you can access all the main parts of the program which include:

  • Land = Your Land Property Records and Ownership Data
  • Houses = House Property Records and Ownership Data
  • Marketing = Your “Buyers List”
  • Notes = Your Owner Financed Loans and Lease Purchases
  • Tasks = Manage all of your tasks for both you and your team
  • Customize = Customize both your system and websites
  • Websites = Access your buying and selling websites
  • Team = Manage team access into your system
  • Profile = Manage your profile
  • Help = For reference documents or to submit support tickets for any issues that come up
  • Log out = Securely log out of the investment Dominator

So now that we have gotten familiar with the top navigation bar and you have a general understanding of what is accessible under each section, let’s go ahead and dive into the ‘Profile‘ tab.

Step 2 – Creating Your Digital Signature

Click the ‘Profile‘ tab, then under the ‘My Profile‘ section go ahead and fill in some information about yourself. Start with your First Name, Last Name, Email, Phone Number, and Time Zone:

Ok, now it’s time to generate your marketing signature. We say marketing signature because this will only be used on your marketing letters, not on your contracts.

Don’t worry about having to use your trackpad, or mouse to create this either, simply click on the gray ‘Generate Signature‘ button on the bottom-right to generate your signature. Like this:

Simply enter your name to get started.

Then select a font style that best represents you.

Please note, if you choose to change the color to anything other than black there may be additional costs that you incur when you go to print your marketing letters later.

A signature preview should display and if all looks good click the green ‘Insert Signature‘ button to save your generated signature.

NOTE: This signature will only be used for marketing purposes.

Click on the blue ‘Update‘ button at the bottom of the page to save the changes:

Great work so far! We are now hitting the halfway point so let’s get down to business and finish strong!

Step 3 – Filling In Your Company Information

Remember that main menu bar from earlier let’s go ahead and take a look at this again, but this time our focus will be on the tab called ‘Customize‘.

To start let’s focus on the ‘Company Information’ section:

Let’s break this down by first filling out the fields that start with the word “Company”.

NOTE: The information you set under this area should be about your company not about you personally.

Information entered here is going to be used on your website as well as on your letters that get sent out to potential sellers, so let’s do this now in order to populate the system with the correct data for later.

Then when we take a look at the company name section there is one thing to note if you do not have a company name or LLC you can use a D.B.A (Doing Business As).

The ‘Offer Phone’ and ‘Offer Email’ fields are optional, however, we recommend that you use a phone number and email address for your offer package that is different from your main company phone and email.

If you need to set up phone numbers for your business check out this article about how to use Ring Central as an affordable company phone system where you can easily set up multiple company phone numbers from one account.

Also, don’t forget to add your ‘Selling Email‘ address if you would like your sales messages to go to a different email address (this is recommended).

Please note: You’ll want to make sure that your buying information is different from your selling information because you want to make sure the people that sell you land contact a different phone/email than the people that buy land from you.

Next, set the ‘Company Time Zone‘, this is the timezone that your company is in and could be different than your personal time zone:

If you enter in something under the optional ‘Company Notes‘ field this will display on your ‘Buying Website‘ under the ‘Contact Us‘ page. For example, you could enter in something like: “We are open Monday through Friday 9 am-5 pm EST” and that text would then display on your Contact Us page of your Buying Website.

Under the ‘Real estate Agent/ Broker ‘ field select which applies to you:

If you are a Real Estate Agent or Broker select ‘Yes‘ and a short agent disclosure will appear on your marketing letters and on your Buying Website. If you are not a Real Estate Agent or Broker simply select ‘No‘.

Ok, once you are done click the blue ‘Update Site‘ button at the bottom of the page to save your changes.

Congratulations!

We have completed the quick start guide. It’s time now to load some property data into your system and get investing!

Import Data Into The System


Integrations

Recommended Ring Central Setup

We recommend LPGphone.com (Ring Central) as our preferred phone system for the Land Profit Generator method.

The reasons we recommend them as a resource include:

  • They offer a full-featured virtual phone system (virtual PBX) that can be easily self-managed (doesn’t require expensive phone techs to configure) at a fraction of the cost of a traditional company phone system.

    NOTE: For a complete list of features and up-to-date pricing information please refer to: https://www.ringcentral.com/office/plansandpricing.html
  • They are a virtual system that is hosted in the cloud so you don’t need to install any software on a server that you need to manage or maintain.
  • They provide you with full-featured Desktop and Mobile Applications that allow you to easily make and receive calls from your company phone lines and much more. To download their Desktop or Mobile Apps visit: https://support.ringcentral.com/download.html

Recommended Setup:

We have two recommended setups:

  • A two-line setup
    This will cost you less money per month and is only recommended if the same person/team in your company that takes the offer request calls is also the same person/team that handles offer questions/ negotiations.
  • A three-line setup
    If you have a call center like LandCalls.com answering your offer request line and a separate person/team that answers questions about offers you have made, or is in charge of handling offer negotiations then you want to use this three-line setup to ensure you have a separate extra line for your offer negotiation person/team and you significantly reduce the chance that the seller will call your call center to negotiate an offer.

    NOTE: With Ring Central you can upgrade/downgrade as needed so you can start with two lines then increase to three in the future as your company grows.

The Two-Line Setup

Here’s how it works:

Here’s how you set this up:

In this setup you have two lines, one for your buying (acquisition) side of your business, and one for your selling (disposition) side of your business. At a minimum you want to keep these lines separate because there is a major difference between people that sell land to you and people that buy land from you and you don’t want to cross those two distinctly different markets together.

When someone calls your Buying Line they will hear a custom ‘Auto Receptionist’ message prompting them to either select 1 if they received a letter from you and are interested in selling their property, and #2 if they want to speak to someone regarding an offer you already sent them. This is set up under ‘Phone System> Auto Receptionist> IVR Menus> New IVR Menu

NOTE: The downside of using the two-line setup is it relies on the caller listening to the message and selecting the correct option. Whereas the three-line setup is a simpler process for the caller and eliminates most scenarios

Where To Save The Two Numbers In The Investment Dominator?

Save your Buying Line under both:

  • Customize> Company Information> Company Phone
    Here you are going to put the notation (Option 1) after the number.
  • Customize> Company Information> Offer Phone
    Here you are going to put the notation (Option 2) after the number.

Save Your Selling Line under:

  • Customize> Company Information> Selling Site Phone

The Three-Line Setup

Here’s how it works:

Here’s how you set this up:

Register two additional users with phone numbers (so that your account has a total of three lines).

How to add a User with a line:

Navigate to ‘Users> Add User‘:

Select the ‘Domestic‘ option then click ‘Next‘:

Click on the tab called ‘Add Users without Devices‘.

Then select ‘Yes‘ under the ‘With Numbers‘ field.

Select a local number from the options then click the ‘Add’ button.

Click the ‘Unassigned Extensions‘ option from the left sidebar, then click new extension line to configure it:

Fill out the form to set up the new user/line.

How To Route/ Forward Your RingCentral Lines

Under the User’s ‘Call Handling & Forwarding‘ settings you can set the forward number that will either go to your call center as in the case of line 1, the desktop app of the person that is going to handle your offer negotiation for line 2, as well as the person/team taking your sales calls for line 3.

Create an Unconditional Forward Custom Rule When Forwarding To Pat Live

The type of phone number that Pat Live assigns to you requires an extra step when configuring it as a forward. You must in addition to the regular ‘Call Handling & Forwarding’ options mentioned above create what’s called an Unconditional Forwarding Custom Rule. Below are the steps to set that up:

Click the ‘Custom Rules‘ tab.

Name the rule “Forward To Pat Live”.

Select all the numbers you would like to forward to Pat Live by clicking the Check Box options to the left of the number.

Click ‘Done‘.

Select the ‘Unconditional Forwarding‘ option to the left of the screen:

Enter in the Pat Live forward line under the ‘Forward Calls‘ input.

Click the blue ‘Save‘ button.

Test Your Changes

You will want to call each of your phone numbers after you configure them to test and ensure they are routed to the proper end points.


NOTE: Ring Central is a 3rd party company so they can change their pricing, features, interface at any time and we do not have control over that. This article should merely serve as a reference to help you get set up the way we have structured our business.

Phone System And Call Center

In order to build your land business in a scalable manner, we recommend that you set up your phone system with a company called Ring Central.

Ring Central will provide you with options such as custom extensions, directories, automated menus and more. They provide you also with both a local phone number, eFax number, and company toll-free number and sms/texting capabilities for your business.

Click here for more details. Or visit www.LPGphone.com

With Ring Central, you can easily set up a phone system that separates callers from your buying side and your selling side of the business. You can also set up additional extensions for marketing, pre-recorded messages, and even offer processing so that callers get routed to the right person or agent depending on their need.

Call Center

Even with your phone system may be setup through Ring Central you’ll want to consider outsourcing the actual call taking/ call processing to a Call Center and for that, we recommend Pat Live. Pat Live not only specializes in processing real estate calls for investors, but they also have experience taking land calls. Sign up through www.LandCalls.com to add a call center to your land business.

Additional Reference:
https://user-guide.investmentdominator.com/using-a-call-center-to-take-your-calls/