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.
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 Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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New Lead
Triggers when a new lead is created.
Try ItEmail
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
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
Existing Lead's Email AddressRequired
Agent / User Email AddressRequired
Email SubjectRequired
Email BodyRequired
Existing Lead's Email AddressRequired
Email Address of the agent adding the note
Note TextRequired
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