Follow Up Boss + TheGenie Marketing Hub

Create or update contacts in Follow Up Boss when new leads appear in TheGenie Marketing Hub

When a new lead comes into your TheGenie Marketing Hub, this workflow ensures they are promptly added or updated in Follow Up Boss, without triggering any action plans. This streamlines your lead management, saving you time on manual data entry and keeping your focus where it's needed most - on nurturing those potential clients.

When a new lead comes into your TheGenie Marketing Hub, this workflow ensures they are promptly added or updated in Follow Up Boss, without triggering any action plans. This streamlines your lead management, saving you time on manual data entry and keeping your focus where it's needed most - on nurturing those potential clients.

  1. When this happens...
    TheGenie Marketing HubTheGenie Marketing Hub
    New Lead

    Triggers when a new lead is received from TheGenie platform.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

What does this mean?
  • TheGenie Marketing Hub triggers, actions, and search

    New Lead

    Triggers when a new lead is received from TheGenie platform.

    Trigger
    Scheduled
    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
    • Source Lead Id

    • Partner IdRequired

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Referring Url

    • Note

    • Tags

    • UtmSource

    • Utm Medium

    • Utm Campaign

    • Utm Term

    • Utm Content

    Action
    Write
  • 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 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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
thegenie-marketing-hub logo
thegenie-marketing-hub logo

About TheGenie Marketing Hub

TheGenie Marketing Hub is a Real Estate Marketing Platform.
Help

Related categories

  • Ads & Conversion