Find more deals in your database


Lead Flow for new leads. Automations for everything else.

When your new leads hit Follow Up Boss, you can use Lead Flow to start action plans and other workflow. But what happens once those action plans run their course? What about all the past clients and old leads in your database? That’s where Automations comes in.
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"Automations has filled a gap that I never knew I had.  I've been able to go from automating hundreds of workflows using Zapier to thousands with this feature!  I can't recommend it enough!"

Barry Jenkins


Smart workflow, easy to set up.


Reach your leads at key moments

You can set an automation to start when you take an action, such as tagging a lead, or when your lead takes an action like viewing a property on your website. Or it can be time-based like “30 days after close date.” Triggers are designed to help you engage when something important happens.
graphical user interface, text, application
graphical user interface, text, application

Zero in on the right people

Use conditions to filter out certain leads. Almost any data you have in Follow Up Boss can be used as a condition. Want to limit an automation to leads from a specific source? Easy. Send extra follow ups to important ZIP codes? No problem. Conditions let you you reach the right people.

Take action, automatically

Automations can trigger any action plan in Follow Up Boss. Build one that sends emails, pings your team, adds a task to your calendar or changes the lead status (or all of the above). Action plans follow up with leads automatically and notify your team when there’s an opportunity they need to jump on.
graphical user interface, text, application
graphical user interface, text, application

Great for teams & ISAs

Want to get started with Automations fast? We’ve pre-loaded a library of Best Practice Automations that cover some of the most common needs we’ve seen in the Follow Up Boss community. You can use them as-is or customize away. Then, you can share your Automations with a teammate or friend using a custom link.
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"Follow Up Boss Automations has leveled up our follow up by automatically sending highly relevant messages at the perfect time. It’s easy to use yet very powerful with all the triggers and conditions. HUGE WIN!"

Albert Vasquez

Team Leader, AV Home Experts