Manage new AgentFire leads by creating or updating contacts in Follow Up Boss without triggering action plans
Ensure a smooth flow of information between AgentFire and Follow Up Boss with this streamlined workflow. As soon as a new lead is detected in AgentFire, this process will immediately create or update contact details in Follow Up Boss, without setting off any action plans. This simplifies your lead management, enabling you to focus more on building relationships, and less on manual data entry.
- When this happens...New LeadTriggers when a new lead is captured in the Lead Manager.
- automatically do this!Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with AgentFire and Follow Up Boss
Discover other triggers and actions you can use with AgentFire and Follow Up Boss
- Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItTriggerInstant - Page View
Triggers when a page view event is recorded in the Lead Manager.
Try ItTriggerInstant - Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
ActionWrite
- Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItTriggerInstant - Notes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItTriggerInstant - Updated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItTriggerInstant - Lead IDRequired
- Notes
- Hot
- Agent ID
- Office ID
- Meta
ActionWrite




