eRelocation + Follow Up Boss

eRelocation + Follow Up Boss integrations

Generate referrals in eRelocation when new tags are added to contacts in Follow Up Boss

Easily keep track of your new contacts in Follow Up Boss by sending referrals in eRelocation. Whenever a new tag is added to a contact in Follow Up Boss, this workflow ensures a corresponding referral is created in eRelocation. Streamline your processes, enhance data accuracy, and eliminate manual data entries by utilizing this efficient integration.

When this happens...
Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Create ReferralCreate a New Referral in eRelocation. If a unique ID is available, it should be passed over. If a unique ID is not available, duplicate referrals will be created (but the default referral owner will receive an email notification that a duplicate referral was created).
ActionWrite

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More things you can do with Follow Up Boss and eRelocation

Discover other triggers and actions you can use with Follow Up Boss and eRelocation

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
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
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 ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Authentication Key
  Required
- Integration Key
  Required
Trigger
Polling
Try It

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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 ID
  Required
Action
Search
- Customer First Name
- Customer Last Name
- Customer 2 First Name
- Customer 2 Last Name
- Customer Name (full)
- Partners_Referral_ID
- Email 1
- Email 2
- Cell Phone 1
- Cell Phone 2
- Home Phone
- Work Phone 1
- Work Phone 2
- Other Phone
- Referral Fee Due %
- Inquired On
- Comments
- Assigned Agent API Key
- Assigned Agent Mobile Phone #
- Assigned Agent Email Address
- Assigned Agent First Name
- Assigned Agent Last Name
- Direction of Referral
  Required
- Service Type
  Required
- Secondary Source Name
- Property Address
- Property City
- Property State/Province Code
- Property Zip/Postal Code
- Property Country Name
- File Number - Primary
- File Number - Secondary
Action
Write

About eRelocation

eRelocation is a web-based relocation department management solution for real estate brokerages.

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CRM (Customer Relationship Management)

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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.