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Follow Up Boss + iNCOM Canada

Automatically manage new iNCOM Canada leads by creating or updating contacts in Follow Up Boss without triggering action plans

Efficiently manage your new leads from iNCOM Canada with this workflow, creating or updating contacts within Follow Up Boss. When a fresh lead is received in iNCOM Canada, a contact is created or updated in Follow Up Boss without initiating any action plans. Stay organized and maintain updated contacts, allowing you to focus on nurturing leads and growing your business.

Efficiently manage your new leads from iNCOM Canada with this workflow, creating or updating contacts within Follow Up Boss. When a fresh lead is received in iNCOM Canada, a contact is created or updated in Follow Up Boss without initiating any action plans. Stay organized and maintain updated contacts, allowing you to focus on nurturing leads and growing your business.

  1. When this happens...
    iNCOM CanadaiNCOM Canada
    New Lead

    Triggers when a new lead or contact is created.

    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?
  • iNCOM Canada triggers, actions, and search

    New Lead

    Triggers when a new lead or contact is created.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone

    • Postal code

    • City

    • state

    • Lead Notes

    Action
    Write
  • 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
  • iNCOM Canada triggers, actions, and search

    Existing Lead Activity

    Triggers when an existing lead or contact takes new action on the website.

    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
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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incom logo
incom logo

About iNCOM Canada

iNCOM is a real estate website and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM, and marketing services.

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