Communities CRM + Follow Up Boss

Manage new Communities CRM leads by creating or updating contacts in Follow Up Boss without triggering action plans

This workflow initiates when you gain a new lead in your Communities CRM, propelling the creation or update of a contact in Follow Up Boss without triggering any action plans. Streamline your CRM management and ensure all your newly acquired contacts are promptly and efficiently updated in Follow Up Boss. This results in a seamless and timely management of lead transitions, enhancing your customer relationship efforts.

This workflow initiates when you gain a new lead in your Communities CRM, propelling the creation or update of a contact in Follow Up Boss without triggering any action plans. Streamline your CRM management and ensure all your newly acquired contacts are promptly and efficiently updated in Follow Up Boss. This results in a seamless and timely management of lead transitions, enhancing your customer relationship efforts.

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

    Triggers when a new lead was created inside Rainmaker.

    TriggerPolling
  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

  • 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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