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.

  1. When this happens...
    AgentFireAgentFire
    New Lead

    Triggers when a new lead is captured in the Lead Manager.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    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!

    ActionWrite
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Supported triggers and actions

  • AgentFire triggers, actions, and search

    Lead Marked as Hot

    Triggers when an existing lead is marked as Hot in the Lead Manager.

    Trigger
    Instant
    Try It
  • AgentFire triggers, actions, and search

    Notes Added to Lead

    Triggers when notes are added to an existing lead in the Lead Manager.

    Trigger
    Instant
    Try It
  • AgentFire triggers, actions, and search

    Updated Lead

    Triggers when an existing lead is updated in the Lead Manager.

    Trigger
    Instant
    Try It
    • Lead IDRequired

    • Notes

    • Hot

    • Agent ID

    • Office ID

    • Meta

    Action
    Write
agentfire logo
agentfire logo

About AgentFire

AgentFire is a revolutionary real estate website and marketing platform that helps agents maximize digital opportunities.
Learn more

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier