BatchLeads + Follow Up Boss

BatchLeads + Follow Up Boss integrations

Add new BatchLeads properties to list and create or update contacts in Follow Up Boss without triggering action plans

Effortlessly manage your real estate properties and contacts with this workflow. When a property is added to a list in BatchLeads, it will simultaneously create or update the associated contact in Follow Up Boss, ensuring your data remains accurate without triggering any laid-out action plans. This smooth automation helps save time and keeps your focus on enhancing client relations.

When this happens...
Property Added to a ListTriggers when a new or existing property is added To A List.
TriggerPolling
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 BatchLeads and Follow Up Boss

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

Direct Mail Delivered
Triggers when a Direct Mail is delivered.
Trigger
Polling
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- From Date
Trigger
Polling
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Phone Call Not Answered
Triggers when a phone call is not answered
Trigger
Polling
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Property Added to a List
Triggers when a new or existing property is added To A List.
Trigger
Polling
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Property Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Trigger
Polling
Try It

Property Status Updated
Triggers when a property lead status gets updated.
Trigger
Polling
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SMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Trigger
Polling
Try It

SMS Lead Marked as "Hot"
Triggers when a new lead is marked as "Hot" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Warm"
Triggers when a new lead is marked as "Warm" lead in the BLS System.
Trigger
Polling
Try It
- Phone Number
  Required
Action
Write
- Property IDs
  Required
- List Name
  Required
Action
Write
- Property ID
  Required
- Note
  Required
Action
Write
- List Name
- Tag Name
- Property Address
  Required
- Property City
  Required
- Property State
  Required
- Property Zip
  Required
Action
Write
- Property ID
  Required
- List Name
  Required
Action
Write
- Property IDs
  Required
- Skip Trace Name
  Required
Action
Write
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 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
- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Trigger
Polling
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Phone Call Answered
Triggers when a phone call is answered
Trigger
Polling
Try It
New Property Added
Triggers when a new property is added.
Trigger
Polling
Try It
Property Is Opted Out
Triggers when a property is Opted out.
Trigger
Polling
Try It
Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Trigger
Polling
Try It
- From Date
Trigger
Polling
Try It
SMS Lead Marked as "Follow Up"
Triggers when a new lead is marked as "Follow Up" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Refer to Realtor (Agent)"
Triggers when a new lead is marked as "Refer to Realtor (Agent)" lead in the BLS System.
Trigger
Polling
Try It
Tag Added to a Property
Triggers when a tag is added to a property.
Trigger
Polling
Try It
- List Name
  Required
- Property Address
  Required
- Property Address 2
- Property City
  Required
- Property State
  Required
- Property ZIP
  Required
- Mailing Address
- Mailing Address 2
- Mailing First Name
- Mailing Last Name
- Mailing City
- Mailing State
- Mailing ZIP
- Notes
- Opt out
  Required
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
Action
Write
- Property ID
  Required
- Tag Name
  Required
Action
Write
- Property ID
  Required
Action
Write
- Property ID
  Required
Action
Write
- Property ID
  Required
- Tag Name
  Required
Action
Write
- Property ID
  Required
- Lead Status Name
  Required
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
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 BatchLeads

BatchLeads is a All-In-One platform for real estate professionals

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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.

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