Buying Buddy + Follow Up Boss
Create new inquiries or website events in Follow Up Boss for new leads in Buying Buddy
Easily streamline your lead management process with this efficient workflow. When a new lead is added to your Buying Buddy account, it will automatically create a new inquiry or website event in your Follow Up Boss app. Stay organized and on top of your leads without extra manual effort, allowing you to focus on converting those leads into clients.
Easily streamline your lead management process with this efficient workflow. When a new lead is added to your Buying Buddy account, it will automatically create a new inquiry or website event in your Follow Up Boss app. Stay organized and on top of your leads without extra manual effort, allowing you to focus on converting those leads into clients.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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New Lead
Triggers when a new lead is created.
Try ItEmail
First Name
Last Name
Full Name
Primary Phone Number
Mobile Phone
Home Phone
Associated Website
Company
Password
Street Address
Address Line 2
City
State
Zip Code
Agent's Buying Buddy Referral ID
Assistant's Buying Buddy Referral ID
Loan Officer's Buying Buddy Referral ID
Other Role's Buying Buddy Referral ID
Round Robin?
Sales Step
Forecast Close Date
Forecast Revenue
Forecast Notes
Source Page URL
Marketing Campaign Reference
Inquiry / Task Subject Reference
Inquiry / Task Details
Inquiry / Task Status
Task Due (In Days)
Notes
Comments
Lead Star Rating
Category ID
HashTags
Buyer Status
Mortgage Status
Agent Agreement
Only Process if Existing Lead
Send Welcome Email?
Send Additional Email ID
Attach Campaign to New Lead
Attach Drip Campaign to Existing
Saved Search
Saved Search Frequency
Saved Search End Date
Duration of Alert
Saved Search Criteria
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
Existing Lead's Email AddressRequired
Agent / User Email AddressRequired
Email SubjectRequired
Email BodyRequired
Existing Lead's Email AddressRequired
Email Address of the agent adding the note
Note TextRequired
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 It
