Cloud Attract + Follow Up Boss

Create or update Follow Up Boss contacts from new Cloud Attract leads without triggering action plans

Efficiently manage your new leads from Cloud Attract by instantly adding or updating their contact information in Follow Up Boss. With this workflow, whenever a new lead is captured in Cloud Attract, their details will be seamlessly added or updated in Follow Up Boss without triggering action plans. Streamline your lead follow-up process and save time with this powerful automation.

Efficiently manage your new leads from Cloud Attract by instantly adding or updating their contact information in Follow Up Boss. With this workflow, whenever a new lead is captured in Cloud Attract, their details will be seamlessly added or updated in Follow Up Boss without triggering action plans. Streamline your lead follow-up process and save time with this powerful automation.

  1. When this happens...
    Cloud AttractCloud Attract
    New Lead

    Triggers when a new lead is captured.

    TriggerInstant
  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
Start free with email
Start free with email
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Supported triggers and actions

  • Cloud Attract triggers, actions, and search

    New Lead

    Triggers when a new lead is captured.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

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

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
  • 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
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    Action
    Write
cloud-attract logo
cloud-attract logo

About Cloud Attract

Cloud Attract is a lead capture tool to attract buyers and sellers with beautiful landing pages that automatically respond with a home valuation, CMA, or listing alerts.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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