Follow Up Boss + Spacio

Create or update contacts in Follow Up Boss when new leads arrive in Spacio

Easily manage your leads from Spacio by seamlessly creating or updating contact profiles in Follow Up Boss. This workflow activates every time there's a new lead in Spacio, ensuring that no contact is neglected in your Follow Up Boss system. Turn potential leads into actual clients with this prompt and efficient automation solution.

Easily manage your leads from Spacio by seamlessly creating or updating contact profiles in Follow Up Boss. This workflow activates every time there's a new lead in Spacio, ensuring that no contact is neglected in your Follow Up Boss system. Turn potential leads into actual clients with this prompt and efficient automation solution.

  1. When this happens...
    SpacioSpacio
    New Lead

    Triggers when a new lead is created from your open house.

    TriggerPolling
  2. automatically do this!
    Follow Up BossFollow 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!

    ActionWrite
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Supported triggers and actions

  • 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
    • Stage name

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    Action
    Write
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 more

Related categories

  • CRM (Customer Relationship Management)

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spacio logo
spacio logo

About Spacio

Spacio is a solution which replaces clipboards and unreadable handwriting with a professional sign-in system tailored for open houses.

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier