Celebrity Agent + Follow Up Boss

Manage new Celebrity Agent registrations by creating or updating contacts in Follow Up Boss

Use this workflow to seamlessly manage new client registrations in your Celebrity Agent app, through your Follow Up Boss account. Whenever a new seller registers on Celebrity Agent, their details will be created or updated in Follow Up Boss, without initiating any pre-set action plans. This automation helps you efficiently handle client data, allowing you to focus on providing top-notch service to your celebrity clientele.

When this happens...
Seller Concierge - New Registration
Triggers when a new contact registers their property via Seller Concierge
TriggerInstant
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!
ActionWrite

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Supported triggers and actions

Buyer Concierge - New Registration
Triggers when a contact registers their property search preferences via Buyer Concierge
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Instant
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Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Stage Changed
Triggers when the stage is updated on a Contact.
Trigger
Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from a channel communication
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Instant
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Email Message Sent
Triggers when any Email Message is sent to any contact
Trigger
Instant
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Seller Concierge - All Actions
Triggers when any call to action is made by a contact via Seller Concierge (cash offer, make me move, CMA request, message received)
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Instant
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Message Received
Triggers when a new message is received in Celebrity Agent
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Instant
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Seller Concierge - Additional Property Registered
Triggers when a new property is added by existing contact via Seller Concierge
Trigger
Instant
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Seller Concierge - New Registration
Triggers when a new contact registers their property via Seller Concierge
Trigger
Instant
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SMS Message Sent
Triggers when any SMS Message is sent to any contact
Trigger
Instant
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- Contact IdRequired
- NameRequired
- Trigger Change?
Action
Write
- Celebrity Agent Contact ID
- First Name
- Last Name
- Email Address
- Phone Number
- Contact Statuses
- Street Address
- City
- State
- Zip
- Unit Number
- Full Address
- Street Address
- City
- State
- Zip
- Unit Number
- Full Address
- Stage
- Tag(s)
- Source
- Notes
- Trigger Change?
- Consent Timestamp
- Consent Source
- Consent Type
- Consent IP
- Consent Form ID
- Consent Proof URL
Action
Write
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
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Instant
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- Stage name
Trigger
Instant
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- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

Seller Concierge - Cash Offer Request
Triggers when a cash offer is requested by a contact via Seller Concierge
Trigger
Instant
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Seller Concierge - Message Received
Triggers when a message is received from a contact via Seller Concierge
Trigger
Instant
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Contact Tag Added
Triggers when a new tag is added on a Contact.
Trigger
Instant
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Direct Mail Message Sent
Triggers when any Direct Mail Message is sent to any property
Trigger
Instant
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Seller Concierge - CMA Request
Triggers when a CMA request is made by a contact via Seller Concierge
Trigger
Instant
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Seller Concierge - Make Me Move Request
Triggers when a make me move request is made by a contact via Seller Concierge
Trigger
Instant
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Phone Call Received
Triggers when a phone call is received
Trigger
Instant
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Seller Concierge - Home Facts Edited
Triggers when home facts are edited via Seller Concierge
Trigger
Instant
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Seller Concierge - Opened Report
Triggers anytime a contact views their Seller Concierge report
Trigger
Instant
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- ID / Email / PhoneRequired
- NoteRequired
Action
Write
- Contact IdRequired
- New StageRequired
- Trigger Change?
Action
Write
- FieldRequired
- ValueRequired
Action
Search
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag nameRequired
Trigger
Instant
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- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search

About Celebrity Agent

Celebrity Agent provides real estate agents with a AI-driven, lead generation and conversion tools that maximize commissions earned.

Related categories

CRM (Customer Relationship Management)

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new Follow Up Boss inquiries or website events from new Celebrity Agent contacts

Create or update contacts in Follow Up Boss when new contacts are created in Celebrity Agent

Manage seller concierge actions in Celebrity Agent by creating or updating contacts in Follow Up Boss

Celebrity Agent + Follow Up Boss

Manage new Celebrity Agent registrations by creating or updating contacts in Follow Up Boss

Buyer Concierge - New Registration

Contact Created

Contact Stage Changed

Contact Unsubscribed

Email Message Sent

Seller Concierge - All Actions

Message Received

Seller Concierge - Additional Property Registered

Seller Concierge - New Registration

SMS Message Sent

Contact Add Tags

Create or Update Contact

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Seller Concierge - Cash Offer Request

Seller Concierge - Message Received

Contact Tag Added

Direct Mail Message Sent

Seller Concierge - CMA Request

Seller Concierge - Make Me Move Request

Phone Call Received

Seller Concierge - Home Facts Edited

Seller Concierge - Opened Report

Contact Add Note

Contact Change Stage

Find Contact

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

About Celebrity Agent

Related categories

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates