Follow Up Boss + InvestorBase

Create or update Follow Up Boss contacts when new buyer export events occur in InvestorBase

Easily manage your potential investors with this useful workflow. When a new buyer is added in the InvestorBase app, this automation seamlessly creates or updates the contact in your Follow Up Boss system without initiating certain action plans. Ensuring your contact information always stays up-to-date and organized, this setup saves you from unnecessary manual data entry and allows you to focus on building strong relationships with your investors.

Easily manage your potential investors with this useful workflow. When a new buyer is added in the InvestorBase app, this automation seamlessly creates or updates the contact in your Follow Up Boss system without initiating certain action plans. Ensuring your contact information always stays up-to-date and organized, this setup saves you from unnecessary manual data entry and allows you to focus on building strong relationships with your investors.

  1. When this happens...
    InvestorBaseInvestorBase
    New Buyer Export Event

    Triggers when you click "Send to Zapier" on a buyer.

    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

  • InvestorBase triggers, actions, and search

    Buyers List Automation Event

    Triggers when "Send to Zapier" is clicked in the buyers page.

    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 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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About InvestorBase

InvestorBase is a tool for real estate investors to find house flippers and landlords.

Related categories

  • CRM (Customer Relationship Management)