Follow Up Boss integration with AgentLocator
How to Add new leads to Agent Locator when new contacts are added in Follow Up Boss
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new leads to Agent Locator when new contacts are added in Follow Up Boss" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AgentLocator integrations
AgentLocator actions
Nekton can use any feature that is available in AgentLocator API.
Using our advanced AI, you can easily create custom automations for AgentLocator.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new Lead in Agent Locator CRM system.
Update Lead
Updates existing Agent Locator CRM lead.
New Lead
Triggers when a new lead is created.
Update Lead
Triggers when a lead is updated.
About AgentLocator
AgentLocator connects agents with buyers and sellers.