BoldLeads integration with Follow Up Boss
How to Create or update Follow Up Boss contacts for new BoldLeads leads without triggering action plans
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 "Create or update Follow Up Boss contacts for new BoldLeads leads without triggering action plans" 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 BoldLeads integrations
BoldLeads actions
Nekton can use any feature that is available in BoldLeads API.
Using our advanced AI, you can easily create custom automations for BoldLeads.
Here are some typical actions you can do in your automated workflows.
New Lead
Triggers when a new Lead is created.
About BoldLeads
BoldLeads is a system for real estate agents to generate buyer and seller leads.