Real estate

Follow Up Boss

Text each new lead from your own number within a minute, and log replies on the person.

What you can do

  • Text each new lead from your own number as soon as they come in.
  • Log each reply on the person so your team sees it in Follow Up Boss.
  • Text yourself a new lead’s name, number and source while you’re away from your desk.

How it connects

  • Recommended

    Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs
  • API

    Your own code calls BlueBot’s REST API and listens to its signed webhooks.

    API in the docs

Recipes

Three recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text new leads right away

Starts when

When a new person is added in Follow Up Boss

  1. Start a Zap with Follow Up Boss’s trigger for a new person.
  2. Add BlueBot’s Send Text action and map the person’s phone to To.
  3. Write the text with their first name mapped in.

The text it sends

Hi {{first_name}}, this is Jordan with Harbor Realty. I saw your request come in. Would you like to see some homes this week?

From your own number

02With the API

Log replies on the person

Starts when

A text comes in (BlueBot’s message.received webhook)

  1. Point a BlueBot webhook for message.received at your own endpoint.
  2. Find the person by the sender’s number through Follow Up Boss’s API.
  3. Log the reply on the person so it shows with the rest of their history.
03With Zapier

Text yourself each new lead

Starts when

When a new person is added in Follow Up Boss

  1. Start a Zap with Follow Up Boss’s trigger for a new person.
  2. Add BlueBot’s Send Text action with your own number in To.
  3. Put the lead’s name, phone and source in Text.

The text it sends

New lead: {{name}}, {{phone}}, from {{source}}.

From your own number

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