Angi Leads (Home Advisor)

Our Angi Lead integration allows you to instantly get ALL information from new leads from Angi Leads, formerly Home Advisor, brought straight into ClientTether.

You can also easily monitor all incoming leads from Angi Leads via our API Monitor.

All information is stored and easily accessible within the Contact Profile for the lead.

Based on your settings you can arrange for an Action Plan to instantly fire off once the lead has come into the system.

There are two parts to getting this integration going and they must be done in the following order:

1. Activating within ClientTether
2. Activating with Angi Leads

Here is the link to the slide deck used in this presentation.

We have made our side of this integration as simple as possible.

1. Go to Settings
2. Go to Add-Ons tab
3. Check the box next to Activate Angi Leads
4. Click on the tab that appears called “Angi Leads”
5. Select your lead sources for “With an Appointment:” and “Without an Appointment”
   • Even if you don’t ever expect to get a lead with an appointment or without an appointment always set the lead source for both anyways.
6. Click on the Unique Endpoint at the top of the page to copy it.

Here is the link to the slide deck used in this presentation.

To activate the Angi Leads API on the Angi Leads side you will need to send an email to: crmintegrations@homeadvisor.com (This is still correct even they have changed name to Angi Leads).

This email needs to contain:

1. A Subject with the number of Accounts you wish to add to the API
   • {{Your Company Name}} X Number of Accounts for API Set up
   • We strongly recommend not doing more than 10 at a time, and testing those 10 accounts, because Angi Leads manually enters the data on their end and have made errors on entries before.
2. Create a table with the columns for the account owners first name, last name, Angi Leads’ Account ID, and the Unique Endpoint you copied from ClientTether.
   
   
   
   
3. Make sure to specify for them to turn off any parser emails coming into ClientTether from Angi Leads
   • Otherwise you will have the same lead come in via the API integration and the parser, which will cause you to get a lot of duplicates.
4. Send the email
   • Please be aware Angi Leads Standard Operating Procedure is to send you a test contact once the account is connected. This test contact will be a duplicate of an existing contact. If you wish for them not to do this please specify it in your email.

Here is the link to the slide deck used in this presentation.