Category Archives: boberdoo blog

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...

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...

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...

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....

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...

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...

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...

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!

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:...

"Reports" that are generated in the UI instead of the background is something that is commonly seen but should be more rare. This is because those "Reports" are actually queries in disguise!  Reports...