1.Detects new lead activity
Integrate Luxury Presence and lead capture systems to create inquiry inputs from new lead activity.
Reassign incoming website leads to the right agent
Automatically monitor new lead or lead activity from Luxury Presence across lead routing apps. Automatically route when source URL qualifies, an agent match is found, or ownership is reassignedβso you can create inquiry events, reassign lead ownership, and preserve inquiry logs without manual triage.
How this automation accelerates your lead follow-up
When new lead or lead activity happens, delays can stall outreach and create gaps in who follows up. This automation creates inquiry events, matches agent records, and reassigns lead ownershipβso your team can respond immediately.
Luxury Presenceor swap with your favorite app
2.Filters by qualifying source URL
Integrate Filter by Zapier and routing rules to evaluate incoming lead source URL for qualifying records.
Filter by Zapieror swap with your favorite app
3.Creates inquiry event in Follow Up Boss
Integrate Follow Up Boss and CRM event tools to create an inquiry event with mapped lead fields.
Follow Up Bossor swap with your favorite app
4.Lowercases assigned agent email
Integrate Formatter by Zapier and data formatting tools to lowercase the assigned agent email for lookups.
Formatter by Zapieror swap with your favorite app
5.Finds matching agent record
Integrate Zapier Tables and agent mapping tables to look up the matched agent record by lowercase email.
Zapier Tablesor swap with your favorite app
6.Reassigns lead ownership
Integrate Follow Up Boss and CRM ownership fields to reassign lead ownership when an agent record is found.
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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
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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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