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Frequently Asked Questions about Follow Up Boss + IDX Leads integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and IDX Leads
How do I connect Follow Up Boss with IDX Leads?
To connect Follow Up Boss with IDX Leads, you need to use a third-party automation tool like Zapier. First, log into our platform and select both Follow Up Boss and IDX Leads as your apps. You'll start by creating a new Zap, set the trigger to receive new leads from IDX, and configure the action to automatically add these leads as contacts in Follow Up Boss.
What triggers can I use when connecting Follow Up Boss with IDX Leads?
When you integrate Follow Up Boss with IDX Leads, you can set triggers for events like 'New Lead' captured or 'Lead Updated' on your IDX platform. These triggers enable automatic actions such as adding or updating contact information in Follow Up Boss.
Can I update existing contacts in Follow Up Boss using leads from IDX?
Yes, when a lead already exists in Follow Up Boss and is updated in your IDX system, you can configure the integration to update that contact's information automatically. This involves setting an action that checks existing entries and modifies them accordingly.
Are there options for triggering follow-up communication based on IDX lead activity?
Certainly! You can set up actions that trigger follow-up emails or text messages whenever there's significant activity from an IDX lead, such as a new property inquiry or saved search alert. This ensures timely engagement with potential clients.
How often does data sync between Follow Up Boss and IDX Leads?
The data sync frequency between Follow Up Boss and IDX Leads depends on how you've configured it within our platform. Typically, new lead data syncs almost instantly if set to real-time updates. You're able to adjust these settings based on your specific requirements.
Is it possible to filter which leads are sent from IDX Leads to Follow Up Boss?
Yes, through our platform's configuration options, you can specify filters so only certain types of leads are sent from IDX Leads to Follow Up Boss. For example, filtering based on lead source type or location can help ensure relevant data is transferred.
Do I need any special permissions to integrate Follow Up Boss with my IDX system?
Generally, you'll need administrative access rights for both your Follow Up Boss account and the associated IDX system account to establish an integration. Ensuring you have these permissions ahead of time helps facilitate smoother setup processes.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.