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Follow Up Boss + Heyflow

Handle new Heyflow responses by creating inquiries or website events in Follow Up Boss

Stay updated with the latest inquiries on your Follow Up Boss effortlessly, every time there's a new response on Heyflow. With this workflow, each new response on Heyflow will be sent as a new inquiry or website event in Follow Up Boss. This automation helps you to track responses effectively while keeping your CRM up-to-date, saving you time to focus on more pressing tasks.

Stay updated with the latest inquiries on your Follow Up Boss effortlessly, every time there's a new response on Heyflow. With this workflow, each new response on Heyflow will be sent as a new inquiry or website event in Follow Up Boss. This automation helps you to track responses effectively while keeping your CRM up-to-date, saving you time to focus on more pressing tasks.

  1. When this happens...
    HeyflowHeyflow
    New Response

    Triggers when a new response is created.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Heyflow IDRequired

    Trigger
    Instant
    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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heyflow logo

About Heyflow

Heyflow is a no-code app to build, design, and integrate workflows people love engaging with.

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