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Create a New Scenario to Connect Follow Up Boss and Realgeeks
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or Realgeeks will be your first step. To do this, click "Choose an app," find Follow Up Boss or Realgeeks, and select the appropriate trigger to start the scenario.
Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.
Follow Up Boss
Configure the Follow Up Boss
Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Realgeeks Node
Next, click the plus (+) icon on the Follow Up Boss node, select Realgeeks from the list of available apps, and choose the action you need from the list of nodes within Realgeeks.
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Realgeeks
Authenticate Realgeeks
Now, click the Realgeeks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Realgeeks settings. Authentication allows you to use Realgeeks through Latenode.
Configure the Follow Up Boss and Realgeeks Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Follow Up Boss and Realgeeks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Realgeeks
Trigger on Webhook
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Follow Up Boss
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Follow Up Boss, Realgeeks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Follow Up Boss and Realgeeks integration works as expected. Depending on your setup, data should flow between Follow Up Boss and Realgeeks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Follow Up Boss + Realgeeks + Google Sheets: Whenever a new lead is created in Realgeeks, the lead's information is added as a new row in a specified Google Sheets spreadsheet for centralized tracking and reporting.
Realgeeks + Follow Up Boss + Twilio: When a new lead is created in Realgeeks, a message is sent via Twilio to the new lead, updating the lead's record in Follow Up Boss.
About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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About Realgeeks
Automate real estate lead management with Realgeeks in Latenode. Update your CRM, trigger follow-up emails, or send SMS alerts automatically when new leads are captured. Latenode’s visual editor and flexible nodes let you filter, enrich, and route lead data based on custom criteria, creating scalable workflows without complex coding.
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How can I connect my Follow Up Boss account to Realgeeks using Latenode?
To connect your Follow Up Boss account to Realgeeks on Latenode, follow these steps:
Can I automatically add Realgeeks leads to Follow Up Boss?
Yes, Latenode lets you automate lead capture from Realgeeks to Follow Up Boss, enriching data with AI. This ensures instant follow-up and quicker conversion.
What types of tasks can I perform by integrating Follow Up Boss with Realgeeks?
Integrating Follow Up Boss with Realgeeks allows you to perform various tasks, including:
How secure is Follow Up Boss data when using Latenode for integration?
Latenode employs industry-standard security measures, including encryption, to ensure your Follow Up Boss data is protected during the integration process.
Are there any limitations to the Follow Up Boss and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: