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Follow Up Boss + GrizzlyLeads

Apply an action plan to contacts in Follow Up Boss when new leads arrive in GrizzlyLeads

Streamline your lead management process with this workflow. Whenever GrizzlyLeads procures a new lead, it immediately triggers an action plan within Follow Up Boss. This prompt response ensures efficient communication and aids in running a smooth sales process, enabling you to focus on closing deals.

Streamline your lead management process with this workflow. Whenever GrizzlyLeads procures a new lead, it immediately triggers an action plan within Follow Up Boss. This prompt response ensures efficient communication and aids in running a smooth sales process, enabling you to focus on closing deals.

  1. When this happens...
    GrizzlyLeadsGrizzlyLeads
    New Lead

    Triggers when a new lead is captured.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Apply an Action Plan to a Contact

    Applies a selected action plan to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GrizzlyLeads triggers, actions, and search

    New Lead

    Triggers when a new lead is captured.

    Trigger
    Scheduled
    Try It
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    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 IDRequired

    • Team Member(s)

    Action
    Write
follow-up-boss logo
follow-up-boss logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About GrizzlyLeads

GrizzlyLeads uses multi-platform advertising to connect real estate agents with potential clients.

Related categories