1.Monitor new person creation
Integrate Follow Up Boss and lead intake tools to detect new person creation and start the routing flow.
Add online seller leads to marketing contacts for agents
Automatically capture new person records across Follow Up Boss and LeadConnector. Create and update contacts when seller signup, portal lead submission, or new person createdβso you can update details, tag sellers, and add them to the daily call list without manual entry.
How this automation accelerates agent outreach
When new person creation happens, delayed routing can slow same day agent outreach. This automation verifies seller lead filters, updates contact fields and tags, and adds qualified leads to daily call listsβso your team can reach sellers faster.
Follow Up Bossor swap with your favorite app
2.Continue only for qualifying sellers
Integrate Filter by Zapier and data validation tools to enforce seller intent and portal source conditions before routing.
Filter by Zapieror swap with your favorite app
3.Add or update seller contact
Integrate LeadConnector and contact management tools to map fields, set lead flags, and apply seller and call list tags.
LeadConnectoror swap with your favorite app
4.Add contact to daily call campaign
Integrate LeadConnector and campaign list tools to add each qualified contact to the configured daily call campaign or list.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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