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.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- 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 Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItSend Offer Details Event
Triggers when someone submits an offer in one of your listings
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItNameRequired
Email
Phone
Full Address
Is a Flipper?
Is a Landlord?
Buys: Single Family Residence
Buys: Multi Family Residence
Buys: Condo
Buys: Land
Buys: Mobile Home
Buys: Other
Notes
Is Buyer VIP?
Max Purchase Price
Min Purchase Price
Max Renovation Budget
Oldest Year Built
Company Name
Doesn't Buy: Septic
Doesn't Buy: Multi Lane Road
Doesn't Buy: Well Water
Doesn't Buy: Commercial Adjacent
Doesn't Buy: HOA
Doesn't Buy: Pool
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 It