Follow Up Boss integration with iNCOM Canada
How to Add new Follow Up Boss contacts to INCOM as leads
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add new Follow Up Boss contacts to INCOM as leads" and then click on "Automate".
-
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 iNCOM Canada integrations
iNCOM Canada actions
Nekton can use any feature that is available in iNCOM Canada API.
Using our advanced AI, you can easily create custom automations for iNCOM Canada.
Here are some typical actions you can do in your automated workflows.
Create/Update Lead
Creates a new lead if the contact email is not in the CRM. Updates a contact if it is already in the CRM.
New Lead
Triggers when a new lead or contact is created.
Existing Lead Activity
Triggers when an existing lead or contact takes new action on the website.
About iNCOM Canada
iNCOM is a real estate website and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM, and marketing services.