Verse + Follow Up Boss
Create Follow Up Boss inquiries or website events from new Verse leads
Effortlessly manage your leads with this seamless workflow. When a new lead is created in Verse, it will automatically generate a new inquiry or website event in Follow Up Boss. This simple automation ensures consistent lead tracking and helps you stay on top of your sales pipeline, improving efficiency and effectiveness.
Effortlessly manage your leads with this seamless workflow. When a new lead is created in Verse, it will automatically generate a new inquiry or website event in Follow Up Boss. This simple automation ensures consistent lead tracking and helps you stay on top of your sales pipeline, improving efficiency and effectiveness.
- When this happens...New Lead Created
Trigger when a lead has been created.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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New Lead Activity
Trigger when a new activity on a lead is added.
Try ItNew Qualified Lead
Trigger when a lead has been qualified.
Try ItEnd Conversation (Qualify)
End conversation and qualify a lead.
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
New Lead Created
Trigger when a lead has been created.
Try ItNew Unqualified Lead
Trigger when a lead has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Lead Type
Street Address
City
State
Postal Code
Additional Notes
Lead Source
External Lead Id
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
Lead Converted
Lead Conversion Amount
First Name
Last Name
Email
Street Address
City
State
Postal Code
External Lead Id
Lead Type
Additional Notes
Lead Source
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
