Follow Up Boss + Lofty
Create Follow Up Boss inquiries or website events from new Chime leads
Effortlessly manage and engage with potential clients by connecting Chime with Follow Up Boss. When a new lead is captured in Chime, this automation will create a new inquiry or website event in Follow Up Boss, keeping your team informed and enabling them to provide timely and personalized follow-ups. Enhance your lead nurturing process and ultimately close more deals with this streamlined workflow.
Effortlessly manage and engage with potential clients by connecting Chime with Follow Up Boss. When a new lead is captured in Chime, this automation will create a new inquiry or website event in Follow Up Boss, keeping your team informed and enabling them to provide timely and personalized follow-ups. Enhance your lead nurturing process and ultimately close more deals with this streamlined workflow.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this!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.
- Free forever for core features
- 14 day trial for premium features & apps
SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItFirst Name
Last Name
Email
Phone
Birthday
Street or Complete Address (Mailing Address)
Lead Type
Source
Segment
Tag
Note
Subscription - Smart Plans
Subscription - Property Alert
Subscription - Market Report
Min Price (Buyer)
Max Price (Buyer)
Location (Deprecated)
City (Buyer)
State (Buyer)
Zipcode (Buyer)
Address (Buyer)
Min Beds (Buyer)
Min Baths (Buyer)
Beds (Seller)
Baths (Seller)
Price (Seller)
Address (Seller)
SqFt (Seller)
City (Seller)
State (Seller)
Zipcode (Seller)
Send Welcome Email
City (Mailing Address)
State (Mailing Address)
Zip Code(Mailing Address)
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItUpdate Transaction
Update transaction trigger
Try ItTransaction NameRequired
Transaction ID
Lead First NameRequired
Lead Last Name
Lead ID
Associated Lead Email
Transaction Owner ID
Transaction Owner Email
Transaction TypeRequired
Transaction StageRequired
Close Price
GCI
Team Revenue
Agent Revenue
Commission Rate
Timezone
Closed Date
Expected Close
Appointment Date
Agreement Signed Date
Offer Date
Contract Date
Appraisal Date
Home Inspection Date
Escrow Date
Expiration Date
Property Address
Property Unit
Property Listing Status
Property MLS Listing ID
Property Label
Property List Price
Property Type
Property Bedrooms
Property Bathrooms
Property Square Feet
Property Lot Size (Sqft)
Property Note
