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.
- When this happens...New LeadTriggers when a new lead is created.
- 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!
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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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