Integrations / Follow Up Boss
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CabinPanda and Follow Up Boss Integration

easy program for supervision of the real estate agents and brokers.follow up supervisor takes all of the leads and immediately brings them into one basic program.helps you to respond faster and to turn more leads into closings.

Let’s integrate

Let's get you started with Follow Up Boss integration. It's super easy!

With the CabinPanda and Follow Up Boss, you can:

Let's get you started with Cabinpanda and Follow Up Boss integration. You will be able to send your submission data from CabinPanda to Follow Up Boss.

What you need?

  • CabinPanda account
  • Zapier account (It's Free)
  • Follow Up Boss account

More about Follow Up Boss:

easy program for supervision of the real estate agents and brokers.follow up supervisor takes all of the leads and immediately brings them into one basic program.helps you to respond faster and to turn more leads into closings.

Step by step guide

We will walk you through the steps of integrating with CabinPanda.
1

Create your CabinPanda account

Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.

2

Go to the integrations section of CabinPanda

Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.

3

Select Gmail and click connect

Select the Follow Up Boss app and click connect for integration. This will enable integration through Zapier.

Get to know Follow Up Boss

As your team brings in more leads to your real estate business, keeping track of the frequency and context of every follow-up becomes a challenge. You're constantly checking your phone for inquiries and opportunities, but you have no clue how often your agents are following up or what kinds of conversations they're having with your prospects. You're manually filling in notes and spreadsheets with follow-up schedules and client information, wasting precious time and losing sales in the process. Follow Up Boss is a real estate CRM and lead management platform that gives you a clear overview of ...
  • When receive submission
    Triggers when receive subscription
  • Apply an Action Plan to a Contact
    Applies a selected action plan to a contact.
  • 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.
  • Add Tags to a Contact
    Adds tags to a contact.
  • Create or Update Contact Without Triggering Action Plans
    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
  • Create Task
    Create a task for a contact.
  • Pause an Action Plan for a Contact
    Pauses a selected action plan for a contact.
  • Create Note
    Creates a note on a contact
  • Add Collaborators
    Adds selected users as collaborated on a given contact.
  • Change Stage of a Contact
    Changes the stage of an existing contact.
  • Create Deal
    Creates a deal on a contact.
  • Log Call
    Logs a call on a contact.
  • Reassign Agent
    Assign a different agent to this contact.
12 Follow Up Boss Actions

Try CabinPanda

Try CabinPanda and experiment with its user-friendly, easy to use, easy to publish online forms that have lots of uses.