AgentLocator + Follow Up Boss

AgentLocator + Follow Up Boss integrations

Update leads in AgentLocator and create or update contacts in Follow Up Boss without triggering action plans

When a lead is updated in AgentLocator, this workflow ensures the same information is reflected in your Follow Up Boss, creating or updating the contact but without triggering action plans. This streamlined process maintains consistency across your platforms, saving you time on manual data entry. Benefit from a seamless flow of information where your contact data remains accurate and up-to-date.

When this happens...
Update LeadTriggers when a lead's first name, last name, email, phone or description are updated.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with AgentLocator and Follow Up Boss

Discover other triggers and actions you can use with AgentLocator and Follow Up Boss

New Incoming Email
Triggers when a lead sends an inquiry email, such as 'Ask a question', 'Get in touch' or 'Request a tour'.
Trigger
Instant
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Update Lead Email Validity
Triggers when lead's email address validity is changed.
Trigger
Instant
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Update Lead Name
Triggers when lead's name is changed.
Trigger
Instant
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Update Lead Phone
Triggers when lead's phone number is changed.
Trigger
Instant
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- Tag
Trigger
Instant
Try It

- Description
- Email
  Required
- First Name
- Last Name
- Lead Type
- Phone
- Pipeline
- Site
- Source
- Status
- Tags
- Timestamp
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Note
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Lead Email
Triggers when lead's email address is changed.
Trigger
Instant
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Update Lead Phone Validity
Triggers when lead's phone number validity is changed.
Trigger
Instant
Try It
- Pipeline
Trigger
Instant
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Update Lead
Triggers when a lead's first name, last name, email, phone or description are updated.
Trigger
Instant
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New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

About AgentLocator

AgentLocator connects agents with buyers and sellers.

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Related categories

CRM (Customer Relationship Management)

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About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

AgentLocator + Follow Up Boss

AgentLocator + Follow Up Boss

Update leads in AgentLocator and create or update contacts in Follow Up Boss without triggering action plans

More things you can do with AgentLocator and Follow Up Boss

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