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Follow Up Boss + Kagent

Create new inquiries or website events in Follow Up Boss from new open house sign ins in Kagent

Track potential property buyers more efficiently with this seamless tool. Once set up, whenever a new open house sign-in occurs in Kagent, the system creates a new inquiry or website event in Follow Up Boss. This workflow helps you stay on top of potential leads and inquiries, simplifying and streamlining your real-estate business operations.

Track potential property buyers more efficiently with this seamless tool. Once set up, whenever a new open house sign-in occurs in Kagent, the system creates a new inquiry or website event in Follow Up Boss. This workflow helps you stay on top of potential leads and inquiries, simplifying and streamlining your real-estate business operations.

  1. When this happens...
    KagentKagent
    New Open House Sign In

    Triggers when someone signs in to your open house.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Kagent triggers, actions, and search

    New Open House Sign In

    Triggers when someone signs in to your open house.

    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
  • Kagent triggers, actions, and search

    New Survey Response

    Triggers when a new survey response is submitted.

    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Kagent

Smart Sign-in Sheets for Open Houses - Create follow-up surveys and maximize booked meetings.

Related categories