Create new inquiries or website events in Follow Up Boss for new leads from Real Geeks
Effortlessly manage your leads with this seamless workflow between Real Geeks and Follow Up Boss. When a new lead is generated in Real Geeks, it will instantly create a new inquiry or website event in Follow Up Boss, ensuring a smooth and efficient lead tracking process. Stay on top of your prospects and improve your response time by making use of this time-saving automation.
Effortlessly manage your leads with this seamless workflow between Real Geeks and Follow Up Boss. When a new lead is generated in Real Geeks, it will instantly create a new inquiry or website event in Follow Up Boss, ensuring a smooth and efficient lead tracking process. Stay on top of your prospects and improve your response time by making use of this time-saving automation.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- 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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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