Create or update contacts in Follow Up Boss from new InvestorLift leads without triggering action plans
Elevate your lead management strategy with this efficient workflow. When a potential investor inquires in the InvestorLift app, their details are instantly updated or created as a new contact in the Follow Up Boss app, with no action plan triggers. This ensures a seamless transition between platforms, helping you to manage and nurture your leads effectively.
Elevate your lead management strategy with this efficient workflow. When a potential investor inquires in the InvestorLift app, their details are instantly updated or created as a new contact in the Follow Up Boss app, with no action plan triggers. This ensures a seamless transition between platforms, helping you to manage and nurture your leads effectively.
- When this happens...New Lead
Triggers when there's a new Lead.
- 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
Triggers when there's a new Buyer.
Try ItNew Lead
Triggers when there's a new Lead.
Try ItNew Offer
Triggers when there's a new Offer.
Try ItUpdate Lead
Triggers when Lead updated.
Try It
New Inquiry
Triggers when there's a new Inquiry.
Try ItNew Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Try ItOffer Accepted
Triggers when Offer Accepted.
Try ItStreet AddressRequired
CityRequired
CountyRequired
StateRequired
ZipRequired
LatitudeRequired
LongitudeRequired
Countertops
Appliances
Kitchen
Bathrooms Condition
Yard
Exterior
Priority
Timeframe
Feel
Asking Price
Bathrooms
Half Bathrooms
Bedrooms
EmailRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Contact Me
Message
Zestimate
Unit
Year Built
Lot Size
Square Footage
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Note
Google Click ID
Microsoft Click ID