Follow Up Boss + iListTech
Create or update Follow Up Boss contacts when new iListTech leads are added without triggering action plans
Effortlessly manage your leads from iListTech and improve your follow-up process by integrating with the Follow Up Boss app. This workflow triggers when a new lead is added in iListTech and instantly creates or updates a contact without triggering action plans in Follow Up Boss. Streamline your sales process and ensure every lead is tracked efficiently with this seamless automation.
Effortlessly manage your leads from iListTech and improve your follow-up process by integrating with the Follow Up Boss app. This workflow triggers when a new lead is added in iListTech and instantly creates or updates a contact without triggering action plans in Follow Up Boss. Streamline your sales process and ensure every lead is tracked efficiently with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!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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New Lead
Triggers when a new lead is created.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try ItStage name
Try It
First Name
Last Name
Bedrooms
Bathrooms
Year Built
Mls Number
Status
Price
Property Type
Zip
City
Street Address
County
State
Email
Phone Number 1
Phone Number 2
Do Not Call
Processed Date
Type
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTag nameRequired
Try It
