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Follow Up Boss + Real Geeks

Add new Real Geeks leads to Follow Up Boss

No real estate agent wants to manually add leads to their CRM—especially not when that time could instead be spent selling homes. With this Zap, though, leads automatically move from Real Geeks directly to Follow Up Boss, cutting out hours of manual work!

No real estate agent wants to manually add leads to their CRM—especially not when that time could instead be spent selling homes. With this Zap, though, leads automatically move from Real Geeks directly to Follow Up Boss, cutting out hours of manual work!

  1. When this happens...
    Real GeeksReal Geeks
    New Lead

    New Lead created on your Real Geeks website.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SiteRequired

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    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

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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real-geeks logo
real-geeks logo

About Real Geeks

Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier