Follow Up Boss + Agent Legend Integrations
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 campaignAdd 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.
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Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
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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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