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Follow Up Boss logoFollow Up Boss logo
Buying Buddy logoBuying Buddy logo
Follow Up Boss logoFollow Up Boss logo

Buying Buddy + Follow Up Boss

Buying Buddy + Follow Up Boss

Buying Buddy + Follow Up Boss integrations

Create new inquiries or website events in Follow Up Boss for new leads in Buying Buddy

Easily streamline your lead management process with this efficient workflow. When a new lead is added to your Buying Buddy account, it will automatically create a new inquiry or website event in your Follow Up Boss app. Stay organized and on top of your leads without extra manual effort, allowing you to focus on converting those leads into clients.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    New Inquiry or Website Event
    New Inquiry or Website Event
    New Inquiry or Website EventNotify 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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More things you can do with Buying Buddy and Follow Up Boss

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

  • Buying Buddy triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • Email
    • First Name
    • Last Name
    • Full Name
    • Primary Phone Number
    • Mobile Phone
    • Home Phone
    • Associated Website
    • Company
    • Password
    • Street Address
    • Address Line 2
    • City
    • State
    • Zip Code
    • Agent's Buying Buddy Referral ID
    • Assistant's Buying Buddy Referral ID
    • Loan Officer's Buying Buddy Referral ID
    • Other Role's Buying Buddy Referral ID
    • Round Robin?
    • Sales Step
    • Forecast Close Date
    • Forecast Revenue
    • Forecast Notes
    • Source Page URL
    • Marketing Campaign Reference
    • Inquiry / Task Subject Reference
    • Inquiry / Task Details
    • Inquiry / Task Status
    • Task Due (In Days)
    • Notes
    • Comments
    • Lead Star Rating
    • Category ID
    • HashTags
    • Buyer Status
    • Mortgage Status
    • Agent Agreement
    • Only Process if Existing Lead
    • Send Welcome Email?
    • Send Additional Email ID
    • Attach Campaign to New Lead
    • Attach Drip Campaign to Existing
    • Saved Search
    • Saved Search Frequency
    • Saved Search End Date
    • Duration of Alert
    • Saved Search Criteria
    Action
    Write
  • 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
    • Existing Lead's Email Address
      Required
    • Agent / User Email Address
      Required
    • Email Subject
      Required
    • Email Body
      Required
    Action
    Write
    • Existing Lead's Email Address
      Required
    • Email Address of the agent adding the note
    • Note Text
      Required
    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
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About Buying Buddy
Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.
Related categories
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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.
Related categories
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