Deluxer + Follow Up Boss

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

Ensure prompt follow-ups with your leads by automating your contact management. With this workflow, once you receive a new lead in Deluxer, the contact details are instantly updated in your Follow Up Boss system, without prompting any action plans. No more manual data entry or missed opportunities, stay organized and swift in your customer response time.

Ensure prompt follow-ups with your leads by automating your contact management. With this workflow, once you receive a new lead in Deluxer, the contact details are instantly updated in your Follow Up Boss system, without prompting any action plans. No more manual data entry or missed opportunities, stay organized and swift in your customer response time.

  1. When this happens...
    DeluxerDeluxer
    New Lead

    Triggers when a New Lead is delivered.

    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
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Supported triggers and actions

What does this mean?
  • Deluxer triggers, actions, and search

    New Lead

    Triggers when a New Lead is delivered.

    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
deluxer logo
deluxer logo

About Deluxer

Deluxer is a lead generation platforms that allows Real Estate Agents to get connected with home buyers and sellers in the US.
Help

Related categories

  • Ads & Conversion
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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