1.Detect contact stage updated
Integrate Follow Up Boss and lead tracking tools to wait for acquisition stage changes to trigger deal setup.
Create acquisition deal and contacts from stage change
Automatically monitor contact stage updates across Follow Up Boss and REI Pebble. Create and update deals and contacts when acquisition stage changes or ownership mismatchesβso you can route outreach-ready records, populate fields, and flag verification without manual data entry.
How this automation accelerates acquisition deal setup
When a contact stage changes into the configured acquisition stage, outreach can stall due to missing or mismatched deal context. This automation finds matching property and owner contacts, transforms the offer code into a deal title, and creates or updates deal and CRM recordsβso your team can launch outreach faster.
Follow Up Bossor swap with your favorite app
2.Find property by APN and offer code
Integrate REI Pebble and property search tools to locate matching property records to proceed with deal creation.
REI Pebbleor swap with your favorite app
3.Find owner contact by name
Integrate REI Pebble and contact lookup tools to select the first matching owner contact for the acquisition deal.
4.Transform offer code into title prefix
Integrate Formatter by Zapier and data transformation tools to split offer code and generate a concise deal title.
Formatter by Zapieror swap with your favorite app
5.Compare caller and owner
Integrate Filter by Zapier and validation rules to allow processing when caller matches owner or differs.
Filter by Zapieror swap with your favorite app
6.Create or update contact and deal
Integrate REI Pebble and CRM record tools to create or update contacts and create deals linked to property and owner.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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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