Entegral Base integration with Follow Up Boss
How to Add new Entegral Base leads to 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 Entegral Base leads to 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 Entegral Base integrations
Entegral Base actions
Nekton can use any feature that is available in Entegral Base API.
Using our advanced AI, you can easily create custom automations for Entegral Base.
Here are some typical actions you can do in your automated workflows.
Save Contact Activity
Add new contact activity(calendar event) in the Base
Save Contact
Add new contact in Base
Find Property
Finds a Property
Send SMS to Contact
Sends an SMS to an existing contact, limited to 140 characters.
Find Agent
Finds an Agent
New Agent
Triggers when a new agent is added in the Base.
About Entegral Base
Base is an online property, listing syndication, contacts and document management system for estate agents.