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!
- 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