Transform new Realty.com leads into Follow Up Boss contacts without triggering action plans
Maintain efficiency and consistency when managing new leads with this strategic workflow. Once a fresh lead surfaces on Realty.com, it effectively adds or refreshes a contact in Follow Up Boss, eliminating the need for additional tasks. This seamless process saves invaluable time and augments data accuracy across both platforms, allowing you a streamlined focus on your real estate engagements.
- When this happens...New LeadTriggers when a new lead is received from Realty.com.
- automatically do this!Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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More things you can do with Realty.com and Follow Up Boss
Discover other triggers and actions you can use with Realty.com and Follow Up Boss
- New Lead
Triggers when a new lead is received from Realty.com.
Try ItTriggerPolling - New Lead Saved Search
Triggers when a Realty.com saves search criteria
Try ItTriggerPolling - New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant
- New Lead Property View or Save
Triggers when one of your real estate leads has a property view, property save, saved search, showing request or other event
Try ItTriggerPolling - New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant




