Add new or updated leads in myRealPage to collaborators in Follow Up Boss
Stay on top of your real estate leads effortlessly with this workflow. Whenever there's a new or updated lead in myRealPage, including potential and VOW users, this configuration will seamlessly integrate the changes to Follow Up Boss by adding collaborators. This not only improves your lead management efficiency but also ensures your team can promptly follow up on viable prospects. Enhance your productivity and cooperation by keeping your data consistent and up to date.
- When this happens...New or Updated Lead (Including Potential & VOW Users)Triggers when any lead, potential lead or a VOW user is created or updated (from any website form)
- automatically do this!Add CollaboratorsAdds selected users as collaborated on a given contact.
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More things you can do with myRealPage and Follow Up Boss
Discover other triggers and actions you can use with myRealPage and Follow Up Boss
- OptionsRequired
- Include Updates
- Labels (optional)
- Label Condition (optional)
Try ItTriggerPolling- New Listing Inquiry
Triggers when a new listing inquiry has been submitted
Try ItTriggerPolling - New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant
- Access TokenRequired
Try ItTriggerPolling- New Market Insight Signup
Triggers when a new market insight sign is created.
Try ItTriggerPolling - New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant
Related Zap Templates
- Add new or updated myRealPage leads to Follow Up Boss as inquiries or website events
- Send myRealPage contacts to Follow Up Boss
- Add tags to contacts in Follow Up Boss for new listing inquiries in myRealPage
- Create new Follow Up Boss inquiries or website events from myRealPage listing inquiries
- Process new myRealPage form submissions to trigger inquiries or website events in Follow Up Boss
- Create or update Follow Up Boss contacts with new myRealPage custom form submissions
- Create or update new Follow Up Boss contacts when myRealPage leads are updated or added
- Manage new myRealPage listing inquiries by creating or updating contacts in Follow Up Boss without triggering action plans
- Manage new myRealPage form submissions by adding tags to contacts in Follow Up Boss
- Manage new myRealPage listing inquiries by adding collaborators in Follow Up Boss
- Tag new or updated leads from myRealPage in Follow Up Boss contacts
Related Zap Templates
- Add new or updated myRealPage leads to Follow Up Boss as inquiries or website events
- Create new Follow Up Boss inquiries or website events from myRealPage listing inquiries
- Create or update new Follow Up Boss contacts when myRealPage leads are updated or added
- Manage new myRealPage listing inquiries by adding collaborators in Follow Up Boss
- Send myRealPage contacts to Follow Up Boss
- Process new myRealPage form submissions to trigger inquiries or website events in Follow Up Boss
- Manage new myRealPage listing inquiries by creating or updating contacts in Follow Up Boss without triggering action plans
- Tag new or updated leads from myRealPage in Follow Up Boss contacts




