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Follow Up Boss + InvestorBase

Follow Up Boss + InvestorBase

Follow Up Boss + InvestorBase integrations

Create or update Follow Up Boss contacts when new InvestorBase multiple buyers export events occur

Stay on top of your investor interactions with this seamless workflow. When you have an export event with multiple buyers in InvestorBase, it will streamline the process of creating or updating a contact in Follow Up Boss without triggering action plans. This automation helps you manage your contacts efficiently and focus on building relationships with your investors.

  1. When this happens...
    Multiple Buyers Export Event
    Multiple Buyers Export Event
    Multiple Buyers Export EventTriggers when you click "Send to Zapier" after selecting multiple buyers.
  2. automatically do this!
    Create or Update Contact Without Triggering Action Plans
    Create or Update Contact Without Triggering Action Plans
    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!
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More things you can do with InvestorBase and Follow Up Boss

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

  • InvestorBase triggers, actions, and search
    New Buyer Export Event

    Triggers when you click "Send to Zapier" on a buyer.

    Trigger
    Instant
    Try It
  • InvestorBase triggers, actions, and search
    Multiple Buyers Export Event

    Triggers when you click "Send to Zapier" after selecting multiple buyers.

    Trigger
    Instant
    Try It
  • InvestorBase triggers, actions, and search
    Send Offer Details Event

    Triggers when someone submits an offer in one of your listings

    Trigger
    Instant
    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
  • InvestorBase triggers, actions, and search
    Buyers List Automation Event

    Triggers when "Send to Zapier" is clicked in the buyers page.

    Trigger
    Instant
    Try It
  • InvestorBase triggers, actions, and search
    Multiple Buyers List Automation Event

    Triggers when multiple buyers from your buyer list are selected.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Email
    • Phone
    • Full Address
    • Is a Flipper?
    • Is a Landlord?
    • Buys: Single Family Residence
    • Buys: Multi Family Residence
    • Buys: Condo
    • Buys: Land
    • Buys: Mobile Home
    • Buys: Other
    • Notes
    • Is Buyer VIP?
    • Max Purchase Price
    • Min Purchase Price
    • Max Renovation Budget
    • Oldest Year Built
    • Company Name
    • Doesn't Buy: Septic
    • Doesn't Buy: Multi Lane Road
    • Doesn't Buy: Well Water
    • Doesn't Buy: Commercial Adjacent
    • Doesn't Buy: HOA
    • Doesn't Buy: Pool
    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
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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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About InvestorBase
InvestorBase is a tool for real estate investors to find house flippers and landlords.
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