Add new Firepoint CRM leads as Follow Up Boss contacts without triggering action plans
When a new lead is generated through Firepoint, they will be added as a contact in Follow Up Boss. The information will include contact information, lead source, buyer/seller info, and email verifications.
When a new lead is generated through Firepoint, they will be added as a contact in Follow Up Boss. The information will include contact information, lead source, buyer/seller info, and email verifications.
- When this happens...New Lead
Triggers when a new lead is created in Firepoint.
- 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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Lead Status Changed
Triggers when a lead's status changes.
Try ItTag Added
Triggers when a tag is added to a lead.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
New Lead
Triggers when a new lead is created in Firepoint.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Lead SourceRequired
Phone NumberRequired
Lead TypeRequired
Phone Number Type
Tags
Warnings
Special Notes
Notify Direct Agent Assignee
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