Follow Up Boss + Redtail CRM
Create new Follow Up Boss inquiries or website events from new Redtail CRM contacts
Save time and stay organized by automating your Redtail CRM and Follow Up Boss workflow. With this integration, whenever a new contact is created in Redtail CRM, a corresponding inquiry or website event will be added in Follow Up Boss. This streamlined process ensures consistency across platforms and makes it easier for you to manage your leads.
Save time and stay organized by automating your Redtail CRM and Follow Up Boss workflow. With this integration, whenever a new contact is created in Redtail CRM, a corresponding inquiry or website event will be added in Follow Up Boss. This streamlined process ensures consistency across platforms and makes it easier for you to manage your leads.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- 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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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
