1.Detects new contact creation
Integrate Follow Up Boss and lead capture tools to detect new contact creation for processing.
Assign new leads to correct team pond automatically
Automatically monitor new contacts created and property events added across Follow Up Boss. Create and update routing assignments when a building routing record is matched or notify operations when no match is returnedβso you can tag the right team, reduce manual triage, and route faster without manual follow-up.
How this automation routes leads to the correct team
When new contacts are created, routing can stall and addresses may not match correctly. This automation pulls contact activity, normalizes addresses, finds routing records, and tags or emails teamsβso your team can route leads reliably.
Follow Up Bossor swap with your favorite app
2.Gets contact activity details
Integrate Follow Up Boss and property data tools to pull the new contact and associated property or event entries.
3.Normalizes address and unit
Integrate Code by Zapier and address normalization tools to clean the street and extract unit for matching.
Code by Zapieror swap with your favorite app
4.Finds routing record match
Integrate Zapier Tables and routing table tools to search your building routing table and return a match.
Zapier Tablesor swap with your favorite app
5.Branches based on search result
Integrate Filter by Zapier and decision rules tools to continue the match path or the no match path.
Filter by Zapieror swap with your favorite app
6.Tags and assigns the contact
Integrate Follow Up Boss and CRM update tools to tag the contact and finalize the assigned team field.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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