Automation Builder
Trigger Automation when a Follow Up Boss Deal is Updated or a Lead is Reassigned
Learn how to automate the tagging process when a lead is reassigned in Follow Up Boss, enhancing your lead management efficiency.
Steps to Set Up Automation:
Learn how to automate the tagging process when a lead is reassigned in Follow Up Boss, enhancing your lead management efficiency.
- Trigger Selection
- Field Selection
- Filter Option (Optional)
- Action Selection
- Testing and Saving
Demonstration:
- Reassign a lead in Follow Up Boss.
- Verify the “person reassign” tag is applied automatically.
Additional Capabilities: Use this setup to trigger Zapier automation or action plans, and automate other fields like stage or source changes for endless possibilities.
Lead Reassignment Transcripts
Hey, FUB Stars!! We’re going to be diving into the automation platform today, going over how to trigger automation when a lead record is updated, specifically when a lead is reassigned. So this one is going to reapply a tag when a lead record is reassigned in Follow Up Boss. So we’re on our automation platform right now.
So we’re going here and select a trigger. Here are the different triggers we have available. So under people, we’re going to choose person updated. So after you choose person updated, it’s going to give you a list of fields on the lead record. And so this automation triggers when a specific field on the lead record is updated.
And I’m going to select. Assigned to, so I’m going to test the trigger. All right, so now we have a lead pulled in and what we want to do is apply a tag. I’m going to back up here and if you want to trigger automation, if it’s reassigned to a specific person, you can do a filter. And so we would do assigned to, equals
and then the agent you want to trigger the automation when it’s reassigned to that agent. For this one, I’m not going to put a filter in. This will just trigger anytime a lead is reassigned.
And now you get on here and the actions we have available are applying a tag. If you wanted to trigger an action plan, when something’s reassigned, you can do that. I’m just going to do set tag. And now Tag name, we’re going to do, person reassign. All right, now I’m going to test.
All right. Now I’m going to go ahead and save the workflow and then turn on the workflow. Now we’re going to come over to Follow Up Boss and we’re going to reassign this lead.
And now we’ve got our person reassign tag. Obviously you can trigger Zapier automation if a tag is applied. You can trigger action plans through our system. And so this opens up a lot of capabilities of triggering automation. Anytime the leads reassigned, you can use the updated person on any field, though.
So, if the stage has changed, if a source has changed, if you want to track, if people are changing sources, you can do that. You know, possibilities are endless. So that’s our person reassigned automation trigger. A lot more automation trigger videos to come. Thank you!!
