NEW FUB SUPERPOWERS
The Follow Up Boss Automation Revolution Has Arrived
Streamline your sales operations, eliminate manual data entry, and maximize your agent’s productivity with advanced Follow Up Boss automation capabilities. Sign up for free early access to beta test the Follow Up Boss Automation Builder and take your FUB account to a whole new level.
Our clients
Trigger Happiness
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.
FUB Genius Lists
Optimized Smart Lists
Automated Agent Accountability
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.
Automation Amplification
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.
Coming Soon
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.
Automated Agent Accountability
Automated Agent Accountability
Dates to Task functionality: Dynamically create tasks with due dates that are based off of FUB Person and Deals..
Automated Agent Accountability
Person and Deal Field Updates: Trigger automations when fields in FUB Lead or Deal are updated.
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