How to connect Follow Up Boss + Agent Legend
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Popular Follow Up Boss + Agent Legend workflows
- Add new Follow Up Boss contacts to an Agent Legend campaign
Add new Follow Up Boss contacts to an Agent Legend campaign
- Add Agent Legend prospects to campaigns for tags added to contacts in Follow Up Boss
Add Agent Legend prospects to campaigns for tags added to contacts in Follow Up Boss
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- New AppointmentFires when a new appointment is created in Follow Up Boss.Trigger
- New DealFires when a new deal is created in Follow Up Boss.Trigger
- Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.Trigger
- New ContactFires when a new contact is created in Follow Up Boss.Trigger
- Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.Trigger
- Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.Trigger
- Add CollaboratorsAdds selected users as collaborated on a given contact.Action
- Add Tags to a ContactAdds tags to a contact.Action
- Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
- Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
- Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
- Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
- Follow Up Boss
Creates a note on a contact
Scheduled
Action
- Follow Up Boss
Create a task for a contact.
Scheduled
Action
- Follow Up Boss
Logs a call on a contact.
Scheduled
Action
- Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
- Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
- Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action
- Agent Legend
Triggers when a contact is added to a campaign.
Scheduled
Trigger
- Agent Legend
Triggers when a contact responds to one of your campaigns.
Scheduled
Trigger
- Agent Legend
Adds a contact to a campaign.
Scheduled
Action
- Agent Legend
Stops a campaign for the specified contact.
Scheduled
Action
- Agent Legend
Updates a Contact's details.
Scheduled
Action
- Agent Legend
Find an existing contact by email address or phone number.
Scheduled
Action
How Follow Up Boss + Agent Legend Integrations Work
- Step 1: Authenticate Follow Up Boss and Agent Legend.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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