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Follow Up Boss + roomvu

Apply action plans to new leads in Follow Up Boss when they arrive in roomvu

New leads from the Roomvu app can immediately initiate a concrete course of action with this process. When a potential client expresses interest in your business, this workflow will promptly apply an Action Plan to the contact within the Follow Up Boss app. Streamline your lead management strategy and ensure every opportunity receives a tailored, swift response, enhancing your chances for successful conversions.

New leads from the Roomvu app can immediately initiate a concrete course of action with this process. When a potential client expresses interest in your business, this workflow will promptly apply an Action Plan to the contact within the Follow Up Boss app. Streamline your lead management strategy and ensure every opportunity receives a tailored, swift response, enhancing your chances for successful conversions.

  1. When this happens...
    roomvuroomvu
    New Lead

    Triggers when a new lead is captured under your account on roomvu.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Apply an Action Plan to a Contact

    Applies a selected action plan to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • roomvu triggers, actions, and search

    New Content

    Triggers when a new scheduled content is published under your account on roomvu.

    Trigger
    Scheduled
    Try It
    • Lead NameRequired

    • Lead EmailRequired

    • Lead Phone Number

    • Lead Message

    • Lead Address

    • Lead Income

    • Lead Rent

    • Run Journey

    Action
    Write
  • 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
  • roomvu triggers, actions, and search

    New Lead

    Triggers when a new lead is captured under your account on roomvu.

    Trigger
    Scheduled
    Try It
    • Lead NameRequired

    Action
    Search
  • 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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roomvu logo
roomvu logo

About roomvu

Branded Real Estate Videos Localized to Your Market

Related categories

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