Follow Up Boss + SharpSpring Integrations
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Triggers when a tag is added to a contact for the first time.
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.
Fires when a new contact is created in Follow Up Boss.
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
A new Account is created in SharpSpring.
Create an Account in SharpSpring.
When a lead visits a new page in SharpSpring.
Create a Lead in SharpSpring or update by email address.
A new Opportunity is created in SharpSpring.
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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