AgentFire + Follow Up Boss
Manage new AgentFire leads by creating or updating contacts in Follow Up Boss without triggering action plans
Ensure a smooth flow of information between AgentFire and Follow Up Boss with this streamlined workflow. As soon as a new lead is detected in AgentFire, this process will immediately create or update contact details in Follow Up Boss, without setting off any action plans. This simplifies your lead management, enabling you to focus more on building relationships, and less on manual data entry.
Ensure a smooth flow of information between AgentFire and Follow Up Boss with this streamlined workflow. As soon as a new lead is detected in AgentFire, this process will immediately create or update contact details in Follow Up Boss, without setting off any action plans. This simplifies your lead management, enabling you to focus more on building relationships, and less on manual data entry.
- When this happens...New Lead
Triggers when a new lead is captured in the Lead Manager.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in the Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItUpdated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
