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Follow Up Boss + iHomefinder

Create or update Follow Up Boss contacts for new iHomefinder leads without triggering action plans

Effortlessly manage your new leads from iHomefinder by creating or updating contacts in Follow Up Boss with this seamless workflow. Whenever you get a new lead in iHomefinder, the automation will either create a new contact or update an existing one in Follow Up Boss, without triggering action plans. This way, you can ensure all your contact information is up-to-date and easily accessible in one place.

Effortlessly manage your new leads from iHomefinder by creating or updating contacts in Follow Up Boss with this seamless workflow. Whenever you get a new lead in iHomefinder, the automation will either create a new contact or update an existing one in Follow Up Boss, without triggering action plans. This way, you can ensure all your contact information is up-to-date and easily accessible in one place.

  1. When this happens...
    iHomefinderiHomefinder
    New Lead

    Triggers when a new lead is created from a contact form submission.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow 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!

    ActionWrite
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Supported triggers and actions

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

    New Lead

    Triggers when a new lead is created from a contact form submission.

    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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ihomefinder logo
ihomefinder logo

About iHomefinder

IHomefinder is a leading national provider of real estate search technology and websites. Using the Internet Data eXchange (IDX) standard, iHomefinder powers thousands of real estate websites. We partner with a wide array of web designers to integrate our technology into real estate websites.

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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