Follow Up Boss + InvestorLift

Follow Up Boss + InvestorLift integrations

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.

When this happens...
New LeadTriggers when there's a new Lead.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with InvestorLift and Follow Up Boss

Discover other triggers and actions you can use with InvestorLift and Follow Up Boss

New Buyer
Triggers when there's a new Buyer.
Trigger
Instant
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New Lead
Triggers when there's a new Lead.
Trigger
Instant
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New Offer
Triggers when there's a new Offer.
Trigger
Instant
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Update Lead
Triggers when Lead updated.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
- Password
- Password Confirmation
- Company Address
- Website URL
- Asking Price Min
- Asking Price Max
- Year Built Min
- Year Built Max
- Square Footage Min
- Square Footage Max
- Bedrooms Min
- Bedrooms Max
- Bathrooms Min
- Bathrooms Max
- Owner Occupied
Action
Write

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Inquiry
Triggers when there's a new Inquiry.
Trigger
Instant
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New Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Trigger
Instant
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Offer Accepted
Triggers when Offer Accepted.
Trigger
Instant
Try It
- Street Address
  Required
- City
  Required
- County
  Required
- State
  Required
- Zip
  Required
- Latitude
  Required
- Longitude
  Required
- Countertops
- Appliances
- Kitchen
- Bathrooms Condition
- Yard
- Exterior
- Priority
- Timeframe
- Feel
- Asking Price
- Bathrooms
- Half Bathrooms
- Bedrooms
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- 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
Action
Write
- Street Address
  Required
- City
  Required
- County
  Required
- State
  Required
- Zip
  Required
- Latitude
  Required
- Longitude
  Required
- Countertops
- Appliances
- Kitchen
- Bathrooms Condition
- Yard
- Exterior
- Priority
- Timeframe
- Feel
- Asking Price
- Bathrooms
- Half Bathrooms
- Bedrooms
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- 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
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

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.

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About InvestorLift

InvestorLift's software powers the most profitable real estate investing businesses in America.

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