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AlterEstate + Follow Up Boss

Create new AlterEstate deals from new Follow Up Boss contacts

Effortlessly manage your real estate leads with this workflow that connects Follow Up Boss and AlterEstate. Whenever a new contact is added in Follow Up Boss, a new deal will be created in AlterEstate. Save time on manual data entry and stay organized while giving your leads the attention they deserve.

Effortlessly manage your real estate leads with this workflow that connects Follow Up Boss and AlterEstate. Whenever a new contact is added in Follow Up Boss, a new deal will be created in AlterEstate. Save time on manual data entry and stay organized while giving your leads the attention they deserve.

  1. When this happens...
    Follow Up BossFollow Up Boss
    New Contact

    Fires when a new contact is created in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    AlterEstateAlterEstate
    New Deal

    Creates a Contact and a Deal inside your company.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
alterestate logo
alterestate logo

About AlterEstate

AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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follow-up-boss logo
follow-up-boss logo

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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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