Deluxer + Follow Up Boss

Apply an action plan with Follow Up Boss to new leads from Deluxer

Boost your efficiency with this workflow that ensures no lead slips through the cracks. When a new potential client emerges in Deluxer, this process swiftly applies an action plan to the contact in Follow Up Boss, enhancing your follow-up strategy and simplifying relationship cultivation.

Boost your efficiency with this workflow that ensures no lead slips through the cracks. When a new potential client emerges in Deluxer, this process swiftly applies an action plan to the contact in Follow Up Boss, enhancing your follow-up strategy and simplifying relationship cultivation.

  1. When this happens...
    DeluxerDeluxer
    New Lead

    Triggers when a New Lead is delivered.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Apply an Action Plan to a Contact

    Applies a selected action plan to a contact.

    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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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