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Follow Up Boss + Tilda Publishing

Manage new leads in Tilda Publishing by creating new inquiries or website events in Follow Up Boss

Streamline your lead management process with this handy workflow. When a new lead is received in the Tilda Publishing app, it instantly creates a new inquiry or website event in the Follow Up Boss app. This integration aids in immediate follow-up, ensuring no potential client slips through the cracks while enhancing your customer service efficiency.

Streamline your lead management process with this handy workflow. When a new lead is received in the Tilda Publishing app, it instantly creates a new inquiry or website event in the Follow Up Boss app. This integration aids in immediate follow-up, ensuring no potential client slips through the cracks while enhancing your customer service efficiency.

  1. When this happens...
    Tilda PublishingTilda Publishing
    New Lead

    Triggers when a new lead is sent from a website form.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Tilda Publishing triggers, actions, and search

    New Lead

    Triggers when a new lead is sent from a website form.

    Trigger
    Instant
    Try It
  • 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
    • Tag nameRequired

    Trigger
    Instant
    Try It
  • 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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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tilda-publishing logo
tilda-publishing logo

About Tilda Publishing

Tilda is a website builder that lets you create websites, online stores, and blogs without any code. Add data capturing forms on a website and gather leads to any service.

Related categories

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