Automate Your Follow Up Boss

Create powerful rules to automatically move leads between stages, ponds, and agents. Tag leads, notify agents, and keep your pipeline clean - all on autopilot.

Rule-Based Automation

Create rules with triggers, conditions, and actions. Move leads to stages, ponds, or agents automatically when conditions are met.

Smart Tagging

Automatically add or remove tags based on lead activity, stage, source, or time-based conditions. Keep your CRM organized.

@Mention Notifications

Agents get notified directly in FUB when rules fire. Auto-generated notes explain exactly what happened and why.

How It Works

1

Connect FUB

Enter your Follow Up Boss API key to connect your account.

2

Create Rules

Set triggers (stage, tag, source), conditions (time, activity), and actions (move, tag, notify).

3

Let It Run

Trevy checks your leads every 15 minutes and applies your rules automatically.

Simple Pricing

$249
/month
  • Unlimited leads
  • Unlimited rules
  • Multiple triggers per rule (OR logic)
  • Multiple conditions per rule (AND logic)
  • @Mention notifications
  • Sweep log & reporting
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