"update contacts in Follow Up Boss when leads are updated in Real Estate Webmasters without triggering action plans"
Keep your real estate work streamlined and efficient with this workflow. When a lead is updated in the Real Estate Webmasters app, it will promptly create or update the same contact in your Follow Up Boss app, without initiating any action plans. Stay organized, avoid any manual data entry, and ensure your information is consistent across both platforms. This workflow simplifies your real estate management process, so you can focus on what really matters.
Keep your real estate work streamlined and efficient with this workflow. When a lead is updated in the Real Estate Webmasters app, it will promptly create or update the same contact in your Follow Up Boss app, without initiating any action plans. Stay organized, avoid any manual data entry, and ensure your information is consistent across both platforms. This workflow simplifies your real estate management process, so you can focus on what really matters.
- When this happens...Lead Updated
Triggers when an existing lead is updated.
- automatically do this!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!
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Lead Created
Triggers when a new lead is created.
Try ItLead EmailRequired
NoteRequired
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
Lead Updated
Triggers when an existing lead is updated.
Try ItEmail AddressRequired
First Name
Last Name
Phone Number (Home)
Phone Number (Cell)
Agent
Comments
Address
City
State or Province
Zip or Postal Code
Auto Rotate
Origin
Opt Into Marketing Emails
Opt Into Saved Search Emails
Opt Into Text Messages
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It