Follow Up Boss
When this happens...
IDX LeadsNew Lead
Then do this...
Follow Up BossCreate or Update Contact Without Triggering Action Plans

Grab leads from IDX Broker and use them to their fullest by funneling them to Follow Up Boss. Once you have a lead, you need to keep an eye on it, pay it some attention and convert to a sale. Use this integration and combine the lead capture of IDX Broker with the response features of Follow UP Boss to sell your listings.

How this IDX Broker-Follow Up Boss integration works

  1. A new lead signs up on IDX Broker
  2. Zapier sends the lead data over to Follow Up Boss

Apps involved

  • IDX Leads
  • Follow Up Boss

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Follow Up Boss + IDX Leads and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Fires when a new contact is created in Follow 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.

New Deal

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

Create Note

Creates a note on a contact

Tag Added to Contact

Fires when a tag is added to a contact in Follow Up Boss.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

New Lead

Triggers when a new lead is created.

Create Lead

Creates a new lead in your IDX Broker account.

Person Stage Updated

Fires when a contact's stage is updated in Follow Up Boss.

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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Become a Zapier Integration Partner

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.

IDX Leads is a system for real estate lead capture. Leverage your MLS/IDX listings to collect qualified leads from high quality traffic.

See IDX Leads Integrations