Follow Up Boss + MyAgentX

Create new MyAgentX leads when tags are added to contacts in Follow Up Boss

When a new tag is added to a contact in Follow Up Boss, this workflow springs into action creating a fresh lead in MyAgentX. Streamline your client management processes with this time-saving workflow, ensuring your sales leads in MyAgentX are always up to date with your Follow Up Boss contacts.

When a new tag is added to a contact in Follow Up Boss, this workflow springs into action creating a fresh lead in MyAgentX. Streamline your client management processes with this time-saving workflow, ensuring your sales leads in MyAgentX are always up to date with your Follow Up Boss contacts.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Tag Added to Contact

    Fires when a tag is added to a contact in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    MyAgentXMyAgentX
    Create New Lead

    Creates a new lead in the system.

    ActionWrite
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Supported triggers and actions

  • 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
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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