Turbocharge Your Real Estate CRM: How to Automate Follow Up Boss for Maximum Productivity
In the fast-paced world of real estate, effectively managing relationships is the key to success. But juggling hundreds of leads while coordinating showings, closings, and other critical events is a major challenge without the right systems in place.
That‘s where Follow Up Boss comes in. As a specialized CRM designed for real estate agents and brokers, Follow Up Boss empowers you to track all of your leads, clients, and contacts in one centralized place. Even better, it was built to boost real estate productivity through workflow automation and built-in best practices.
But CRMs like Follow Up Boss gain even more superpowers when integrated with other tools through Zapier. As a leader in no-code automation, Zapier gives you the ability to connect Follow Up Boss with over 3,000 other apps in just a few clicks. This opens the door for more robust lead management, deeper marketing insights, instant notifications, and more.
Based on my experience in leveraging CRMs and marketing automation to their fullest, here are the top ways to extend Follow Up Boss using Zaps—Zapier‘s pre-made automations.
Turbocharge Lead Generation
Following up quickly is the name of the game in real estate. In fact, studies show that 35-50% of leads will be lost if you don’t respond within 5 minutes. Yikes!
While putting a body behind every lead ASAP is key, you also can’t ignore the many portals prospects use to reach out. Wouldn’t it be nice to have all your leads funnel into one organized place to streamline follow-ups?
With Zapier, consolidating your leads is a breeze. You can create Zaps that instantly capture form submissions, newsletter sign-ups, live chat conversations, and more directly into new or updated Follow Up Boss contacts.
Here are some of my favorite lead gen automations:
Import Website Leads
Don‘t lose another website lead! Capture form fills instantly:
Manage Facebook Leads
Don‘t let another Facebook lead fall through the cracks. Place them right into your Follow Up Boss workflow:
Facebook Lead Ads → Follow Up Boss
Talk to Website Visitors
Chat with visitors in real-time and automatically log conversations as Follow Up Boss activities:
Tidio Live Chat → Follow Up Boss
With consolidations like these, you‘ll gain the gift of time and organization—enabling you to focus on having meaningful conversations that convert.
Send Personalized Emails at Scale
We all dread one-size-fits-all spam emails. But coordinating custom emails takes a lot of manual work, causing many to resort to batch blasts.
Follow Up Boss helps segment contacts for targeted email campaigns. But Zapier gives you the power to go even further by personalizing dynamic content within those emails like:
- First name
- Location
- Past homes listed
- Time since last contact
You can also automate sending emails when certain triggers occur like:
- A new lead is added
- A contact fills out a form
- A listing changes status
- A contact clicks a link from a past email
This transforms dull mailers into delightful, 1:1 messages timed for maximum impact.
Some email automation Zaps to try:
Welcome New Contacts
Make new leads feel special with a customized onboarding sequence:
Follow Up Boss + MailerLite/Mailchimp
Reward Form Fills
Incentivize contacts to give you info with tailored thank you notes:
JotForm + Follow Up Boss + MailerLite/Mailchimp
Notify Listing Updates
Keep buyers and sellers looped in on status changes:
Follow Up Boss + Gmail/Outlook
Organize into Spreadsheets
While Follow Up Boss acts as command central, you may still want to tap into the power of spreadsheets for added analysis—like creating custom reports.
Instead of constant exports and imports eating up your time, let Zapier handle the back-and-forth automatically:
Export Contact Data
Follow Up Boss → Google Sheets
Filter and organize your heart out within spreadsheets. When ready, pump contacts back into Follow Up Boss with a different Zap:
Import Contact Data
Google Sheets → Follow Up Boss
Now your CRM and spreadsheets can co-exist in perfect harmony, eliminating painful manual entry.
Get Notified in Slack
When you’ve got a team supporting your sales efforts, keeping everyone on the same page is critical.
Rather than getting overloaded with CC’d emails, use a collaboration hub like Slack to distribute real-time notifications when key events occur in your Follow Up Boss workflow.
Get Pingged for Fast Follow-Ups
No more dropped balls. Assign notifications to the appropriate rep whenever a hot lead comes in:
See Deals in Danger
Sound the alarm whenever an important deal goes cold to prompt saving action:
Celebrate Wins
Cheer each other on when deals close to keep motivation high:
Notifications like these give your team visibility into what matters, when it matters—making you more collectively proactive.
Extend Capabilities with Webhooks
Sometimes you need integrations beyond what Zapier readily provides. That’s where webhooks come into play.
These customizable automations let you pass data between Follow Up Boss and other apps upon certain triggers using URLs and JSON.
While webhooks do require a developer’s touch, the sky‘s the limit on what you can build:
- Activity logging
- Lead scoring
- Custom field syncing
- Payment notifications
- Calendar integrations
Check out Follow Up Boss‘ developer platform to explore webhook capabilities. Their pre-made API recipes can act as a blueprint for your own setup.
Or if you’d rather have a turnkey solution, reach out to Zapier’s concierge service at [email protected]. Their team of experts can scope and implement custom integrations so you don’t have to.
Automate for Results
Like a control tower organizing plane routes, Follow Up Boss brings order to your real estate operations.
But automation takes your ability to track, respond to, and convert contacts to the next level.
So don’t settle for a chaotic status quo. Empower both yourself and your team to do your best work through workflow optimization. The technology is already there at your fingertips—it just takes a bit of setup.
Now, what parts of your business are begging to be automated?
