Follow Up Boss + SetSchedule

Create new inquiries or website events in Follow Up Boss for new opportunities in SetSchedule

Effortlessly manage your sales leads with this SetSchedule and Follow Up Boss integration. Whenever a new opportunity arises in SetSchedule, this workflow will automatically create a new inquiry or website event in Follow Up Boss, ensuring your team stays updated and can take prompt action on valuable leads. Streamline your sales process and ensure no opportunity goes unnoticed.

Effortlessly manage your sales leads with this SetSchedule and Follow Up Boss integration. Whenever a new opportunity arises in SetSchedule, this workflow will automatically create a new inquiry or website event in Follow Up Boss, ensuring your team stays updated and can take prompt action on valuable leads. Streamline your sales process and ensure no opportunity goes unnoticed.

  1. When this happens...
    SetScheduleSetSchedule
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    ActionWrite
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Supported triggers and actions

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

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
    • TypeRequired

    • Full NameRequired

    • Email

    • Phone

    • Address Line

    • CityRequired

    • StateRequired

    • Region

    • ZipRequired

    • LatitudeRequired

    • LongitudeRequired

    • Price

    • Notes

    • TemperatureRequired

    • Next Activity

    • Schedule To

    Action
    Write
    • Type

    • Full Name

    • Email

    • Phone

    • Address Line

    • City

    • State

    • Region

    • Zip

    • Price

    • Latitude

    • Longitude

    Action
    Search
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • SetSchedule triggers, actions, and search

    Opportunity Updated

    Triggers when an opportunity was updated.

    Trigger
    Instant
    Try It
    • Opportunity IDRequired

    • NotesRequired

    • Temperature

    • Next Activity

    • Schedule ToRequired

    Action
    Write
  • 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
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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setschedule logo
setschedule logo

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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