DeltaNet CRM + Follow Up Boss

DeltaNet CRM + Follow Up Boss integrations

Create tasks in Follow Up Boss for new leads in DeltaNet CRM

Effortlessly manage your new leads from DeltaNet CRM by creating tasks in Follow Up Boss. With this workflow, each time a new lead is added in DeltaNet CRM, a corresponding task will be created in Follow Up Boss, ensuring you stay on top of your lead follow-ups without manual intervention. Streamline your sales process and stay organized with this seamless automation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create TaskCreate a task for a contact.
ActionWrite

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More things you can do with DeltaNet CRM and Follow Up Boss

Discover other triggers and actions you can use with DeltaNet CRM and Follow Up Boss

- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- email
  Required
- Cell Phone
- Daytime phone
- Evening Phone
- Note
Action
Write
- customer_email
  Required
- Blog Id
  Required
Action
Write
- Email
  Required
- Group ID
  Required
Action
Write
- Event Id
  Required
Action
Write

- Customer Email
  Required
- First Name
- Last Name
- Phone
- Assign to Agent
- Request Source
- Broadcast Lead
- Comments
- MLSID
- Property Address
- City
- State
- Zip code
- Services of Interest
Action
Write
- Customer email
  Required
- Property Address
  Required
- City
  Required
- State
  Required
- Zip code
  Required
- Showing Date And Time
  Required
- Showing Note
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- customer_email
  Required
- Note
  Required
- Date
Action
Write
- Customer email
  Required
- Start Date
  Required
- Repeat
  Required
- End Date
- Action
  Required
- Note
Action
Write
- Start date
  Required
- End date
  Required
- Event Title
  Required
- Event Info
Action
Write
- Customer Email
  Required
- Group Id
  Required
Action
Write
- Customer email
  Required
- Blog Id
  Required
Action
Write
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
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

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Related categories

CRM (Customer Relationship Management)

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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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