Agent 3000 + Follow Up Boss
Add new Agent 3000 contacts to Follow Up Boss without triggering action plans
Simplify your real estate contact management by connecting Agent 3000 and Follow Up Boss. With this workflow, whenever a new contact is added in Agent 3000, their information will be instantly updated or created in Follow Up Boss without triggering any action plans. Save time, reduce manual data entry, and ensure your contact information stays up-to-date across both platforms.
Simplify your real estate contact management by connecting Agent 3000 and Follow Up Boss. With this workflow, whenever a new contact is added in Agent 3000, their information will be instantly updated or created in Follow Up Boss without triggering any action plans. Save time, reduce manual data entry, and ensure your contact information stays up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created. Also triggers when new leads come in from your landing pages or website.
- 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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New Contact
Triggers when a new contact is created. Also triggers when new leads come in from your landing pages or website.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try ItStage name
Try It
First NameRequired
Last Name
EmailRequired
Phone Number
Street Address
Street Address 2
City
State
Zip Code
Country
Note
Source
Group
Auto Email
Auto SMS Text Message
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTag nameRequired
Try It
