Create new inquiries or website events in Follow Up Boss from new leads in Real Estate Webmasters
Elevate your lead management with this efficient workflow. When a new lead is created in Real Estate Webmasters, a corresponding inquiry or website event will be instantly created in Follow Up Boss, keeping all information consistent across both platforms. This ensures all details are tracked without any manual input, enhancing your customer relationship management and saving you valuable time.
Elevate your lead management with this efficient workflow. When a new lead is created in Real Estate Webmasters, a corresponding inquiry or website event will be instantly created in Follow Up Boss, keeping all information consistent across both platforms. This ensures all details are tracked without any manual input, enhancing your customer relationship management and saving you valuable time.
- When this happens...Lead Created
Triggers when a new lead is created.
- 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.
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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