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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 or update Follow Up Boss contacts when new leads emerge in Buying Buddy

Streamline your lead management process with this seamless integration between Buying Buddy and Follow Up Boss. Whenever a new lead is generated in Buying Buddy, the contact is immediately created or updated in Follow Up Boss, bypassing the need for action plans. This single automation simplifies your workflow, ensuring that all leads are efficiently processed and managed with no additional manual intervention.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create or Update Contact Without Triggering Action Plans
    Create or Update Contact Without Triggering Action Plans
    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!
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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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