The Follow Up Boss Automation Revolution Has Arrived
More FUB Automation Triggers = More Time Savings
The Follow Up Boss automation builder will eventually allow the use of any FUB webhook as an automation trigger. For now, all of the triggers listed below are currently available.
Calls
Triggers: When a call is Created or Updated
Text Messages
Triggers: When a Text Message is Created
Emails
Triggers: When an Email is Created
Notes
Triggers: When a Note is Created or Updated
People
Triggers: When a Person is Created or Deleted
Appointments
Triggers: When an Appointment is Created, Updated, or Deleted
Deals
Triggers: When a Deal is Created, or Deleted
Super-Charged FUB Automation
Use the triggers listed above to apply tags in FUB. When the tags are applied they can be used as triggers for FUB (or Zapier, or Make) automation, which will greatly expand the automation capabilities of those platforms.
Automatically Reassign Leads when the Assigned Agent is M.I.A.
The FUB automation builder can apply a tag (ex: #Assigned Agent Activity) when the assigned agent logs a call, sends a text or email, or creates a note.
Run a FUB action plan (or Zap workflow) when a new lead comes in to reassign the lead after a certain timeframe if the #Assigned Agent Activity tag hasn't been applied yet.
Optimized Smart Lists
The FUB automation builder can also populate data to custom fields from any of the triggers listed above.
Currently, FUB smart lists have some limitations. Building a smart list based on last activity isn't ideal as a call from a lender will drop the contact off the assigned agent's smart list.
Instead, use the automation builder to populate a date to an Assigned Agent Last Call Date custom field, and use that field for your assigned agent's smart lists.
More FUB Automation Triggers On The Way
The Follow Up Boss automation builder will eventually allow the use of any FUB webhook as an automation trigger. All of the triggers listed below will be added as soon as possible.
People
Triggers: When a specific field on a Person is Updated
Deals
Triggers: When a specific field on a Deal is updated
People Stages
Triggers: When a Person Stage is Updated
People Relationships
Triggers: When a Relationship is Created, Updated, or Deleted
Tasks
Triggers: When a Task is Created, Updated, or Deleted
Email Events
Triggers: When a person opens, clicks, or unsubscribes from a marketing email
Website Events
Triggers: When a person performs an action on your IDX website
Dates
Triggers: When a date field on a person or deal is a specified time interval in the future or past
Dynamic Date Based Automation
Dynamically create tasks with due dates that are based on FUB Person and Deal custom date fields
Person and Deal Updated Field Triggers
Trigger automation when custom fields on FUB Person or Deal are updated
