Category Archives: boberdoo blog

Connecting Zapier To boberdoo

A support question we are asked on a regular basis is if we have a Zapier integration with boberdoo. The answer is "Yes we do!" You can either get leads from Zapier into boberdoo or post leads from...

Insertion Order & Invoicing, What Is The Difference?

Managing Insertion Order In boberdoo We all tend to use blanket terms, like calling tissues Kleenex or medical bandages Band-Aids. But did you know these and even the words dumpster, bubble wrap, and...

Spring Cleaning Security Checklist

The snow is disappearing and the warm weather is returning! Time for cookouts, t-shirts and spring cleaning, not only for your home but for your system as well! Here is our checklist to keep your...

Quick Guide To boberdoo 5.17 Update

It is that time again, boberdoo is getting some upgrades! There are many new and exciting things in the system, including new UI improvements, reports & webhooks, phone routing updates and much more....

Look Out World, Our New Sidebar Is Here!

As a boberdoo client, you may have noticed a big difference logging into your system. With the 5.17 update, we added our new boberdoo sidebar to all systems! Now, you can get more information faster...

16 Time Savers For The boberdoo System

1. Source Wizard Whether you are a new user or a boberdoo pro, the Source Wizard is for everyone! It streamlines the process of creating sources and excludes the features that many of our users do...

Use Artificial Intelligence To Pay Less For Open Enrollment Leads

It is that time of year again! No, I am not talking about Halloween. Thanksgiving? Well, I guess it is during that time, but what I am mentioning is Open Enrollment for 2022! This year, other than...

Meet Lai, Our Newest Addition To The Data Science Team

I’m Lai, this is my second role in Data Science. I was involved in marketing, data management, and application development in my previous positions. I like plants.   How did your interest in data...

How To Set SMS Deliveries

Some users prefer to receive SMS, also known as text messages, rather than emails or other means of getting information. Well, have no fear; boberdoo has SMS as a delivery option you can set up!

Scale Your Buyers By Automating Your Onboarding Process

Did you know that your lead system has a signup page that can be enabled and customized to completely automate the onboarding of a lead buyer? To set this up, go to your default signup page:...
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