Agent 3000 + Follow Up Boss
Apply an action plan to new contacts in Follow Up Boss when new contacts are added in Agent 3000
When a fresh contact is recorded in Agent 3000, ensure they receive immediate and personalized attention by applying an action plan to them in Follow Up Boss. This convenient workflow boosts your customer management by saving time, fostering prompt communications and personalizing your interactions. Leverage this efficient process within your real estate software tools to offer a seamless customer experience.
When a fresh contact is recorded in Agent 3000, ensure they receive immediate and personalized attention by applying an action plan to them in Follow Up Boss. This convenient workflow boosts your customer management by saving time, fostering prompt communications and personalizing your interactions. Leverage this efficient process within your real estate software tools to offer a seamless customer experience.
- 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!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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- 14 day trial for premium features & apps
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
