Teachfloor + Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Set up integrationAutomation examples
When a participant completes an entire course a new person stage is updated.
When a user marks an element as completed a new contact is created in Follow up Boss.
When a new user joins a course you can add tags to a contact.
Why Integrate Teachfloor with Follow Up Boss
Follow Up Boss is a real estate CRM designed to help agents and teams manage leads and follow up efficiently. By connecting Teachfloor with Follow Up Boss through Zapier, real estate educators can automatically sync course participant data with their CRM, streamlining student management and follow-up processes.
This integration is valuable for real estate training companies and coaching programs that use Follow Up Boss to manage their agent pipeline. It bridges the gap between education delivery and lead nurturing, keeping all student interactions organized in one place.
Use Cases
Create CRM Contacts from New Course Participants
When the New Participant trigger fires in Teachfloor, Zapier automatically creates a new contact in Follow Up Boss. This ensures that every student who enrolls in your real estate training program is immediately added to your CRM for tracking, follow-up, and relationship building.
Update Lead Status on Course Completion
When Course Completed triggers on Teachfloor, Zapier updates the corresponding contact record in Follow Up Boss. This lets you flag graduates as qualified leads or move them to the next stage in your pipeline, helping your sales team prioritize outreach to fully trained agents.
Tag CRM Contacts Based on Course Tags
When the Tag Assigned trigger fires on Teachfloor, Zapier applies a corresponding tag or note to the contact in Follow Up Boss. This helps you segment your CRM contacts by training level, specialty area, or engagement status for more targeted follow-up campaigns.
FAQ
Can I sync course revocations with Follow Up Boss?
Yes. When the Course Access Revoked trigger fires on Teachfloor, Zapier can update the contact status or add a note in Follow Up Boss indicating the student no longer has course access.
Does this work for team-based training programs?
Yes. If you run training programs for real estate teams, each new participant is added individually to Follow Up Boss, allowing team leaders to track which agents have completed their required training.
Can I trigger Teachfloor enrollment from Follow Up Boss?
Yes. When a new lead is created in Follow Up Boss, Zapier can use the Invite action on Teachfloor to automatically send them a course invitation, creating a seamless onboarding experience for new agents.