Follow Up Boss + RealScout
Create notes in Follow Up Boss for new client events in RealScout
Streamline your client management process with this integration. When a new client event occurs in RealScout, it will effortlessly create a note in Follow Up Boss. This automated workflow helps keep you organized, ensuring you never miss out on important client information and can promptly follow up on action items.
Streamline your client management process with this integration. When a new client event occurs in RealScout, it will effortlessly create a note in Follow Up Boss. This automated workflow helps keep you organized, ensuring you never miss out on important client information and can promptly follow up on action items.
- When this happens...New Client Event
Triggers when a property is viewed, saved, or hidden.
- automatically do this!Create Note
Creates a note on a contact
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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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About RealScout
RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.