Follow Up Boss
When this happens...
RealScoutNew Client Event
Then do this...
Follow Up BossNew Inquiry or Website Event

Keep tabs on what your clients are up to and make more sales. Create new website events in Follow Up Boss when your clients view, save or hide properties on RealScout--automatically! Use this Zap to auto-create new website events in Follow Up Boss when clients view, save or hide properties on RealScout.

Note: This Zapier integration doesn't import existing client events into Follow Up Boss, only new client events after you've set it up.

How this RealScout-Follow Up Boss integration works

  1. A client views, saves, or hides a property on RealScout
  2. Zapier will add a new Interaction on the client's account in Follow Up Boss with the property's details

Apps involved

-RealScout -Follow Up Boss

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When this happens...
then do this!
New Contact

Fires when a new contact is created in Follow 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.

New Deal

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

Create Note

Creates a note on a contact

Tag Added to Contact

Fires when a tag is added to a contact in Follow Up Boss.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Person Stage Updated

Fires when a contact's stage is updated in Follow Up Boss.

Create or Update Contact Without Triggering Action Plans

Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

New Appointment

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

Reassign Agent

Assign a different agent to this contact.

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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.

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

See RealScout Integrations