Connect Radius Agent and Follow Up Boss to unlock the power of automation
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Quickly connect Radius Agent to Follow Up Boss with a Zapier template.
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Select a trigger from Radius Agent
A trigger is an event that starts your Zap and runs the workflow. For example, with Radius Agent, a trigger could be "New Disqualified Lead."
Setup an action from Follow Up Boss
An action is what takes place after the automation is triggered. For example, with Follow Up Boss, the action could be "Add Collaborators."
That’s it! You just connected Radius Agent to Follow Up Boss
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Connect Radius Agent and Follow Up Boss to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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.
- New Disqualified Lead
Triggers when a lead is disqualified.
Try ItTriggerPolling - New Note
Triggers when a new note/activity is added to your lead.
Try ItTriggerPolling - Client Source
- Name
- Emails
- Phones
- Additional notes about client
- Client Type
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Sale Price
- Property Type
- Property country
- Transaction Type
- Minimum budget
- Maximum Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Requirement Neighbourhood
- Requirement City
- Requirement State
- Note
ActionWrite- Lead Email
- Phone Number
- Disqualification Reason
ActionWrite
- New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Try ItTriggerPolling - New Qualified Lead
Triggers when a new lead is qualified.
Try ItTriggerPolling - Radius Assist vs Refer outRequired
- Lead Priority
- Lead Source
- Name
- Emails
- Phones
- Additional notes about client
- Lead Type
- Is Buyer Lead
- Is Seller Lead
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale Price
- Requirement City
- Requirement State
- Minimum budget
- Maximum Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Buyer property address
- Property name
- Property City
- Property state
- Zipcode
- Number of bedroom
- Number of bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale price
- Note
- Assign to
ActionWrite- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant
Learn how to automate Follow Up Boss on the Zapier blog
About Radius Agent
Radius Agent qualifies leads using the assist program to help you close deals.
Related categories
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Related categories
Similar appsZapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier