Follow Up Boss + RealScout

Add new Follow Up Boss contacts to RealScout as clients

Running a real estate business requires a lot of coordination, especially if you're using multiple web tools to track contact information. Use this Zap to automatically consolidate your contact information into a single tool, so you don't have to manually transfer data. Once set up, this Zap will automatically create clients in RealScout whenever new contacts are created in Follow Up Boss.

Running a real estate business requires a lot of coordination, especially if you're using multiple web tools to track contact information. Use this Zap to automatically consolidate your contact information into a single tool, so you don't have to manually transfer data. Once set up, this Zap will automatically create clients in RealScout whenever new contacts are created in Follow Up Boss.

  1. When this happens...
    Follow Up BossFollow Up Boss
    New Contact

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

    TriggerInstant
  2. automatically do this!
    RealScoutRealScout
    Create Client

    Creates a homebuyer in RealScout for the authenticated Agent.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write