Turn new timeline events in Brivity into new inquiries or website events in Follow Up Boss
Efficiently manage your events with this seamless workflow. As soon as a timeline event takes place in Brivity, it immediately results in a corresponding inquiry or website event in Follow Up Boss. This process allows for consistent and timely responses to customer interactions, enhancing your activity management in both Brivity and Follow Up Boss.
Efficiently manage your events with this seamless workflow. As soon as a timeline event takes place in Brivity, it immediately results in a corresponding inquiry or website event in Follow Up Boss. This process allows for consistent and timely responses to customer interactions, enhancing your activity management in both Brivity and Follow Up Boss.
- When this happens...New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
ad_scheduled_showing ads-buyer ads-remarket ads-retarget ads-sell contact_form contact_form_ask_a_question contact_form_get_in_touch contact_form_get_prequalified contact_form_questions_about home_value registered_for_open_house scheduled_showing start_offer_form previewed_market_report home_value_valuation_request created_market_report
- 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
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItPrimary Agent ID
Lead Intent
First Name
Last Name
Email Address
Phone Number
Company
Job Title
Street Address
City
Locality
Postal Code
Country
Description
Tags
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It