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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!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
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - 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
ActionWrite- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant
- Existing Lead's Email AddressRequired
- Agent / User Email AddressRequired
- Email SubjectRequired
- Email BodyRequired
ActionWrite- Existing Lead's Email AddressRequired
- Email Address of the agent adding the note
- Note TextRequired
ActionWrite- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant
Related categories
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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