Add new Real Geeks leads to Follow Up Boss

First, we need to connect Real Geeks and Follow Up Boss to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Real Geeks to Zapier.

  Give Zapier access to your Real Geeks account, using Real Geeks credentials.

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  Connect Follow Up Boss to Zapier.

  Give Zapier access to your Follow Up Boss account, using Follow Up Boss credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Real Geeks

  Choose the following trigger: New Lead (New Lead created on your Real Geeks website.).

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  Then set up an Action for Follow Up Boss

  Choose this action: New Inquiry or Website Event (Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Real Geeks and Follow Up Boss.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Real Geeks leads to Follow Up Boss!