Integrated Partner

Follow Up Boss Integration

“Don’t push people to where you want them to be; meet them where they are.”

See It In Action

Get Early Adopter Deal

Integrated Partner

Follow Up Boss Integration

“Don’t push people to where you want them to be; meet them where they are.”

See It In Action

Get Early Adopter Deal

Timing is everything in marketing

automate marketing around predicted events and other trigger events happening to your contacts

What’s An Automation?

Actions triggered by events

An Automation is an action that gets triggered when an event happens to your contact. This event could be something with their property, life, or prediction score.

What’s An Automation?

Actions triggered by events

An Automation is an action that gets triggered when an event happens to your contact. This event could be something with their property, life, or prediction score.

Connect Accounts

1. Follow Up Boss to Likely.AI

It is really easy to connect your follow up boss and Likely.AI’s accounts. If you can copy and past… then you’re good to go.  No tech skills required also you can’t break anything! 🙂

try connecting accounts interactive tour >

Select A Trigger

2. Pick An Event

Triggers are events that happen to your contact or their properties. The best trigger events are opportunities to re-connect with your contact in a moment when their needs and your services overlap.

Select A Trigger

2. Pick An Event

Triggers are events that happen to your contact or their properties. The best trigger events are opportunities to re-connect with your contact in a moment when their needs and your services overlap.

Select An Action

3. Decide What Happens Next

When an automation is triggered what actions do you want to happen? You can send the contact to your connected CRM to start a campaign and/or get an email notification.

New Likely Seller Prediction

Trigger = New Likely Seller Prediction

Action = Send to Follow Up Boss with tag “LikelySeller”

Benefit = Kickoff a Seller Action Plan in Follow Up Boss

New Likely Distressed Prediction

Trigger = New Likely Distressed Prediction

Action = Send to Follow Up Boss with tag “Distressed”

Benefit = Start distressed property Action Plan in Follow Up Boss

Likely Seller Lists

Trigger = when Likely Seller Prediction lists for sale on MLS

Action = Send to Follow Up Boss with tag “Stop”

Benefit =  allows you to stop spending money marketing to this contact

Property Becomes Expired

Trigger = When one of your contacts properties becomes expired on the MLS

Action = Send to Follow Up Boss with tag “Expired”

Benefit = Kickoff an Expired Property Action Plan in Follow Up Boss

Becomes Non-Owner Occupied

Trigger = When one of your contacts properties becomes non-owner occupied

Action = Send to Follow Up Boss with tag “Non-Owner”

Benefit = Kickoff your Non-Owner first time buyer long term Action Plan in Follow Up Boss

Use Templates

Start With Pre-built Templates

We created templates to help you get started using automations. They are triggered by some of the most popular and valuable events that you need to be first to know about!

Use Templates

Start With Pre-built Templates

We created templates to help you get started using automations. They are triggered by some of the most popular and valuable events that you need to be first to know about!

New Likely Seller Prediction

Trigger = New Likely Seller Prediction

Action = Send to Follow Up Boss with tag “LikelySeller”

Benefit = Kickoff a Seller Action Plan in Follow Up Boss

New Likely Distressed Prediction

Trigger = New Likely Distressed Prediction

Action = Send to Follow Up Boss with tag “Distressed”

Benefit = Start distressed property Action Plan in Follow Up Boss

Likely Seller Lists

Trigger = when Likely Seller Prediction lists for sale on MLS

Action = Send to Follow Up Boss with tag “Stop”

Benefit =  allows you to stop spending money marketing to this contact

Property Becomes Expired

Trigger = When one of your contacts properties becomes expired on the MLS

Action = Send to Follow Up Boss with tag “Expired”

Benefit = Kickoff an Expired Property Action Plan in Follow Up Boss

Becomes Non-Owner Occupied

Trigger = When one of your contacts properties becomes non-owner occupied

Action = Send to Follow Up Boss with tag “Non-Owner”

Benefit = Kickoff your Non-Owner first time buyer long term Action Plan in Follow Up Boss

Getting started is easy

Start harvesting more deals from your contact database with REfresh Engine