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Follow Up Boss + RealScout

Create notes in Follow Up Boss for new client events in RealScout

Streamline your client management process with this integration. When a new client event occurs in RealScout, it will effortlessly create a note in Follow Up Boss. This automated workflow helps keep you organized, ensuring you never miss out on important client information and can promptly follow up on action items.

Streamline your client management process with this integration. When a new client event occurs in RealScout, it will effortlessly create a note in Follow Up Boss. This automated workflow helps keep you organized, ensuring you never miss out on important client information and can promptly follow up on action items.

  1. When this happens...
    RealScoutRealScout
    New Client Event

    Triggers when a property is viewed, saved, or hidden.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Email Event TypeRequired

    Trigger
    Scheduled
    Try It
  • RealScout triggers, actions, and search

    New Client Created

    Triggers when a new homebuyer is added.

    Trigger
    Scheduled
    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
    • Event TypeRequired

    Trigger
    Scheduled
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

    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
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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realscout logo
realscout logo

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.

Similar apps

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