Communities CRM + Follow Up Boss

Update and manage leads in Communities CRM to create notes in Follow Up Boss

When a lead is updated in Communities CRM, this workflow ensures it instantly makes a corresponding note in Follow Up Boss. This process ensures that all changes in your CRM are precisely reflected in your follow-ups, keeping your business data consistent and up-to-date. Also, it takes away the manual task of inputting the same data in both applications, letting you utilize this time to focus on more important tasks.

When a lead is updated in Communities CRM, this workflow ensures it instantly makes a corresponding note in Follow Up Boss. This process ensures that all changes in your CRM are precisely reflected in your follow-ups, keeping your business data consistent and up-to-date. Also, it takes away the manual task of inputting the same data in both applications, letting you utilize this time to focus on more important tasks.

  1. When this happens...
    Communities CRMCommunities CRM
    Update Lead

    Triggers when a lead was updated inside the Rainmaker.

    TriggerPolling
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
communities-crm logo
communities-crm logo

About Communities CRM

Communities CRM is a real estate and mortgage platform using AI and marketing tools to help agents stand out and close more deals.

Related categories

  • CRM (Customer Relationship Management)
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)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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