Sound familiar?
What real estate teams on Follow Up Boss tell us before a project starts.
- Leads come from portals, ads and our website, and we sort them by hand.
- Our newsletter list in Mailchimp and our contacts in Follow Up Boss are never the same.
- A lead replies to an email and nobody changes their stage.
- Agents say they were never told about a new lead until a day later.
- We have a luxury segment and a general one and no clean way to keep them apart.
What we build
Each one is a working piece you can open and check when it's done.
Lead routing
New leads from every source are assigned by area, price range or round-robin, and the agent is told right away.
CRM setup and lead pipelines n8n, Make and Zapier automationContacts kept in step with your email tool
Follow Up Boss contacts and tags matched to Mailchimp or another email tool, so a newsletter goes to the right audience and unsubscribes carry back.
API integrations and data syncStages and tags that update themselves
When a lead books a showing, replies, or signs something, their stage and tags change without anyone clicking.
n8n, Make and Zapier automationNewsletter automation
A newsletter built from your new listings and sent to the segments you choose, with a quick check from you before it goes out.
n8n, Make and Zapier automationSpeed-to-lead replies
A first reply goes out within a minute by text or email, with a few questions, and an alert to the agent if the lead answers.
CRM setup and lead pipelines Booking and scheduling systemsLead source report
Leads, appointments and closings by source and agent on one page, built from your Follow Up Boss data.
Dashboards and reportingWhat we connect it to: Mailchimp, Zapier, Google Sheets, Gmail, Twilio, Make, n8n.
Industries that use it: Real estate.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Newsletter pilot
Example: a luxury real estate team wants a monthly newsletter that goes only to contacts tagged for high-end buyers. The tags in Follow Up Boss decide the audience, and unsubscribes are written back to the contact.
Follow Up Boss, Mailchimp, ZapierExample project
Round-robin by area
Example: a team of six agents receives leads from two portals and a website form. Each lead is assigned by zip code, with the next agent in turn used when an area has no owner.
Follow Up Boss API, webhooksExample project
Lead source scorecard
Example: a brokerage wants to see which lead sources turn into appointments. Leads and their stages are pulled each night into a page showing source, agent and stage.
Follow Up Boss API, Google Sheets, dashboardQuestions people ask first
Does Follow Up Boss connect with other tools?
Yes. It has an API and webhooks and it works with Zapier. We pick the simplest route that does the job and tell you in the scope.
Do we have to change CRMs?
No. Follow Up Boss stays where your leads are. We connect the tools around it.
Can you keep Mailchimp and Follow Up Boss in sync?
Yes. That is a common request. We agree which tool owns each field and what happens to unsubscribes before building.
How do we start?
Tell us the lead source or list that gives you the most trouble. 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