Sound familiar?
What real estate teams on Follow Up Boss tell us before a project starts.
- Leads from a Facebook form sit in a sheet until someone copies them into Follow Up Boss.
- The same buyer shows up three times because they filled in three forms.
- New leads aren't assigned for hours, and the first call goes to a competitor.
- A Zap stopped and we found out when an agent asked where the leads went.
- Closed deals don't update the spreadsheet or the transaction tool I use.
What we build
Each one is a working piece you can open and check when it's done.
Lead sources into the CRM
Forms, landing pages and portal emails create people in Follow Up Boss with the source, property and message filled in, using Zapier or a webhook where there is no ready-made app.
n8n, Make and Zapier automation API integrations and data syncLook up before create
A search step on email and phone runs first, so a returning buyer gets a new inquiry on their record and not a second profile.
n8n, Make and Zapier automationRouting and tasks
Rules by source, price range or area assign the lead, add a call task and a tag, and notify the agent in text or chat.
CRM setup and lead pipelines n8n, Make and Zapier automationStage changes to other tools
A deal moving stage can update a sheet, trigger a closing checklist or notify the transaction coordinator.
n8n, Make and Zapier automationFailure alerts and replay
Failed runs are sent to a channel with the lead details, and a short daily check confirms the Zaps ran.
n8n, Make and Zapier automationAudit, backfill and notes
Existing Zaps are listed and tidied, leads missed during a gap are loaded in, and the handover notes name each Zap and its owner.
Python scripts and utilities API integrations and data syncThe two tools: Follow Up Boss, Zapier.
Also connected on request: Follow Up Boss, Zapier, Google Sheets, Gmail, Facebook Lead Ads, Slack.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Ad form leads in seconds
Example: a buyer's agent team runs Facebook lead ads and wants each lead created in Follow Up Boss within a minute, assigned by area, with a first-call task.
Lead ad webhook, Zapier, Follow Up BossExample project
Portal email parsed to a person
Example: a small brokerage gets portal inquiries as emails and wants the name, phone and listing pulled out and added as a person, tagged with the portal.
Gmail, Zapier, Follow Up Boss APIExample project
Closed deal to the checklist
Example: a team lead wants a closed deal to create a post-close task list and add the client to an anniversary reminder sheet.
Follow Up Boss, Zapier, Google SheetsQuestions people ask first
Isn't there already a native connector or app for this?
Follow Up Boss has a Zapier app, plus native integrations with many lead sources, and for common cases those are enough. We check what exists for yours, set the Zaps up with proper de-duplication and alerts, and use webhooks or the API where the ready-made app falls short.
Can you repair Zaps someone else made?
Yes. We read what is there, tell you what it does and where it breaks, and agree changes before we touch anything.
Who owns what you build?
You do. It is built in your own Zapier and Follow Up Boss accounts.
How do we start?
Tell us where your leads come from and where they get stuck. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com