Follow Up Boss + MyAgentX

Create Follow Up Boss contacts when new lead stages are updated in MyAgentX

This Zap automatically creates Follow Up Boss contacts when new lead stages are updated in MyAgentX, keeping your CRM updated effortlessly.

This Zap automatically creates Follow Up Boss contacts when new lead stages are updated in MyAgentX, keeping your CRM updated effortlessly.

  1. When this happens...
    MyAgentXMyAgentX
    Lead Stage Updated

    Triggers when a lead stage updated.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    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!

    ActionWrite
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Supported triggers and actions

    • Smartsheets ListRequired

    • Full NameRequired

    • PhoneRequired

    • PipelineRequired

    • Agent(s)Required

    Action
    Write
  • 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 more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

About MyAgentX

MyAgentX is an innovative AI-powered platform designed for real estate agents to streamline lead generation and prospecting through calls.

Related categories

  • Sales & CRM