Follow Up Boss + Radius Agent
Create notes in Follow Up Boss whenever new Radius Agent notes are added
The integration for Follow Up Boss and Radius Agent automates your updates, hands free. Ensure that, whenever a note is added to a lead on Radius Agent, the same note will be automatically added to a related contact on Follow Up Boss.
The integration for Follow Up Boss and Radius Agent automates your updates, hands free. Ensure that, whenever a note is added to a lead on Radius Agent, the same note will be automatically added to a related contact on Follow Up Boss.
- When this happens...New Note
Triggers when a new note/activity is added to your lead.
- automatically do this!Create Note
Creates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps
New Disqualified Lead
Triggers when a lead is disqualified.
Try ItNew Note
Triggers when a new note/activity is added to your lead.
Try ItClient Source
Name
Emails
Phones
Additional notes about client
Client Type
Property address
Property Name
Property City
Property state
Property Zipcode
Number of bedroom
Number of Bathroom
Property Age
Covered Area
Area Coverage
Sale Price
Property Type
Property country
Transaction Type
Minimum budget
Maximum Budget
Number of bedroom
Number of bathroom
Area unit
Minimum size of the area
Sale type
Requirement zipcode
Requirement Neighbourhood
Requirement City
Requirement State
Note
Lead Email
Phone Number
Disqualification Reason
New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Try ItNew Qualified Lead
Triggers when a new lead is qualified.
Try ItRadius Assist vs Refer outRequired
Lead Priority
Lead Source
Name
Emails
Phones
Additional notes about client
Lead Type
Is Buyer Lead
Is Seller Lead
Property address
Property Name
Property City
Property state
Property Zipcode
Number of bedroom
Number of Bathroom
Property Age
Covered Area
Area Coverage
Resale Price
Requirement City
Requirement State
Minimum budget
Max Budget
Number of bedroom
Number of bathroom
Area unit
Minimum size of the area
Sale type
Requirement zipcode
Buyer property address
Property name
Property City
Property state
Zipcode
Number of bedroom
Number of bathroom
Property Age
Covered Area
Area Coverage
Resale price
Note
Assign to
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
