Follow Up Boss + Instant Offer Engine
Create notes in Follow Up Boss for new leads in Instant Offer Engine
When a new lead comes up in the Instant Offer Engine, you want to track it effectively. This workflow enables you to create a note in Follow Up Boss instantly, helping you manage lead information consistently and efficiently. Goodbye manual input, hello efficient lead management.
When a new lead comes up in the Instant Offer Engine, you want to track it effectively. This workflow enables you to create a note in Follow Up Boss instantly, helping you manage lead information consistently and efficiently. Goodbye manual input, hello efficient lead management.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Note
Creates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps
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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Instant Offer Engine
Powers Instant Cash Offers on REI websites