Follow Up Boss + Real Geeks
Create or update Follow Up Boss contacts for new Real Geeks leads without triggering action plans
Efficiently manage your leads from Real Geeks by automatically updating or creating new contacts in Follow Up Boss. With this workflow, every time a new lead is captured in Real Geeks, the contact information will be seamlessly added or updated in Follow Up Boss without triggering action plans. Stay organized and save time by streamlining your lead management process.
Efficiently manage your leads from Real Geeks by automatically updating or creating new contacts in Follow Up Boss. With this workflow, every time a new lead is captured in Real Geeks, the contact information will be seamlessly added or updated in Follow Up Boss without triggering action plans. Stay organized and save time by streamlining your lead management process.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- 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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SiteRequired
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try ItStage name
Try It
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
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 ItTag nameRequired
Try It
