Follow Up Boss integration with Shaker
How to Create contacts in Shaker from newly-qualified leads 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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create contacts in Shaker from newly-qualified leads in Follow Up Boss" 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 Shaker integrations
Shaker actions
Nekton can use any feature that is available in Shaker API.
Using our advanced AI, you can easily create custom automations for Shaker.
Here are some typical actions you can do in your automated workflows.
Create Deal
Creates a new deal.
Find a Deal Type
Find a Deal Type by Name
Find Team Member
Finds a Team Member by Email.
Create Contact
Creates a new contact.
Find Contact
Finds a contact.
Find Stage
Finds a Stage by Name.
About Shaker
Shaker is a collaborative client relationship and workflow manager for real estate teams.