Firepoint CRM integration with Follow Up Boss
How to Add new Firepoint CRM leads as Follow Up Boss contacts 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 "Add new Firepoint CRM leads as Follow Up Boss contacts 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 Firepoint CRM integrations
Firepoint CRM actions
Nekton can use any feature that is available in Firepoint CRM API.
Using our advanced AI, you can easily create custom automations for Firepoint CRM.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead in Firepoint.
Lead Status Changed
Triggers when a lead's status changes.
Tag Added
Triggers when a tag is added to a lead.
New Lead
Triggers when a new lead is created in Firepoint.
About Firepoint CRM
Firepoint CRM is a customer relationship management tool designed specifically for real estate teams.