October 25, 2026 · 7 min read
Why Brand New Luxury Presence Leads Skip Your Follow Up Boss Automations
A new lead from your Luxury Presence site fills the form, lands in Follow Up Boss, and nothing starts. Five myths explain why, plus a 20-minute test and the fix.
Brand new website leads skip Follow Up Boss Automations because Follow Up Boss builds Automations for existing leads and counts a web lead that arrives by API or email parsing as new. A new lead gets follow-up only from the action plan set on its source in Lead Flow, and Lead Flow cannot tell one website page from another.
If your team runs a Luxury Presence site connected to Follow Up Boss, you may have built tidy automations and then watched a fresh seller inquiry sit untouched. Nothing is broken. The automation was never going to see that lead. The fix is a different mechanism, and we cover it on our page for Lead Connect, the Luxury Presence and Follow Up Boss integration upgrade.
The first minutes after a form submit are the part of the lead you paid for. A buyer who asked about a listing and a seller who asked for a home value need different first messages. When both get the same plan, or none, the agent finds out days later. Below are the five myths we hear most, what Follow Up Boss's own help pages say about each, and what to do.
Myth 1: "My New Inquiry automation will catch every form"
The myth. You set an automation's trigger to New Inquiry, choose an action plan, and expect every form submission to start it.
The fact. Follow Up Boss's Automations Overview says automations are designed to work with existing leads and will not run for new leads. The same page lists what counts as new: an import, a lead added manually, and a web lead that comes in via API or email parsing. A form on your website is a web lead. The first submission creates a new contact, so the automation sits out.
The New Inquiry trigger is real. The page lists it with registration, seller, property and general inquiry events. Because automations run only on existing leads, it fires when a person already in your database submits another inquiry. Teams test with an existing contact, and it runs. Then a stranger submits the same form and nothing happens. The Automations Overview gives one instruction for new leads: specify an action plan on Lead Flow.
Myth 2: "If the website sends a tag, the tag automation will run"
The myth. You tag every Luxury Presence lead with "seller" or "buyer" at the moment it arrives, and an automation with a Tag Added trigger starts the matching plan.
The fact. The same help page covers this case. If a tag is sent with the initial event that creates the lead, an automation will not be triggered. The tag is still useful, but only inside Lead Flow, where Advanced Lead Flow Rules can read it and start the correct action plan.
A tag on the way in is not wasted. It is pointed at the wrong tool. A tag added after the contact exists can trigger an automation. A tag that rides in with the first event cannot.
Myth 3: "Lead Flow handles it, so every page gets the right plan"
The myth. Lead Flow is where new leads get a plan, so it must already pick the plan that fits the page.
The fact. Follow Up Boss calls Lead Flow the command center for new web leads. For each source you choose the agent or group, a lender if you use one, and an action plan, and that applies to all future new leads from that source. Advanced Lead Flow Rules can split leads by tags, price, city, state, ZIP code, MLS number and phone number. Page and form are not on that list.
In practice: two leads arrive on the same Tuesday night. One asks what her home is worth. The other asks about a listing. Both come from your website, so unless your integration splits them, both arrive on the same source. Unless the lead carries a tag, price or location your rules read, both get the same plan. A seller gets a buyer drip, or a buyer gets a seller pitch, or one gets nothing because no rule matched.
Myth 4: "I can fix it later with a mass tag or stage change"
The myth. Nothing started, so someone can tag the whole group on Monday and the automation will catch up.
The fact. Automations are not triggered when you perform a mass action. Mass applying a tag or mass updating a stage does not start them. Follow Up Boss also puts an automatic buffer in place that stops an automation from being triggered more than 100 times at once.
A second catch: if your action plan opens with an initial text, that text is not sent when an automation starts the plan. Action plan texts auto-send to new leads only when the plan is applied on the Lead Flow page. A plan can start without its first text, often the message that gets a fast reply.
Myth 5: "Automations 2.0 closes the gap"
The myth. Our account moved to the new version, so this is solved.
The fact. Follow Up Boss's migration article says that after the switch, the action plan assigned on the Lead Flow page is converted to an automation and is triggered for new leads. Check which version your account runs. Only the account owner can enable Automations 2.0, and the switch cannot be reversed.
Notice what the change does. It makes the Lead Flow assignment fire. The assignment still belongs to a source, not a page, so a home value request and a buyer question that share a source still share a starting point.
By the numbers on the Follow Up Boss pages
Three figures from the help pages are worth knowing before you troubleshoot:
Up to 5 minutes: the longest Lead Flow Delay holds distribution on a source. The page marks it as a beta feature you ask Follow Up Boss support to enable.
100: the number of times an automation can be triggered at once before the buffer stops it.
A 5-minute gap: required between automations that start the same action plan on the same lead, otherwise the plan is paused on the profile.
These are guard rails, not flaws. The gap in this post is larger: the first event.
A 20-minute test you can run today
Open Admin, then Lead Flow, and find the source your website uses. Write down the agent, group and action plan assigned to it.
Open Admin, then Automations. Note each automation with a New Inquiry or tag trigger and its Times Run count.
Submit each form on your site as a test lead, using an email address you own that is not in your database.
Open each new contact. Look at the action plan tile, or the automations on the profile if your account runs Automations 2.0. Which plan started, and did the first text send?
Compare the seller form and the buyer form. If both got the same plan, you have confirmed Myth 3 on your own account.
Return to Times Run. If the count did not move, no automation touched those leads.
Delete the test contacts so nobody calls them.
Write the results on one page: which forms start which plan, and which start none.
How Urban Marketing Edge handles this
We built Lead Connect for exactly this gap. It is an integration upgrade for Luxury Presence and Follow Up Boss only. Each website lead starts the follow-up plan for the page and form it came from, so a home value request begins a seller plan and a buyer question begins a buyer plan. It is $3,000 one time per website, and your Luxury Presence and Follow Up Boss subscriptions are separate. Your Lead Flow rules still decide who gets the lead.
Lead Connect is an independent product from Urban Marketing Edge. It is not affiliated with or endorsed by Luxury Presence or Follow Up Boss. The details are on the Lead Connect page, and you can read how we work with each tool on our Luxury Presence and Follow Up Boss platform pages.
Questions brokers ask
Why does my Follow Up Boss automation not trigger on new leads?
Follow Up Boss designs Automations for existing leads. Its help page says they will not run for new leads, and it counts imports, manual adds and web leads by API or email parsing as new. Set the action plan on the source in Lead Flow.
Does adding a tag to a website lead start an automation?
Not if the tag arrives with the event that creates the lead. Follow Up Boss says an automation will not be triggered then. Use the tag inside Advanced Lead Flow Rules instead, where it can pick the action plan.
Can Lead Flow start a different plan for a seller form than for a buyer form?
Only if the lead carries something the rules can read: a tag, price, city, state, ZIP code, MLS number or phone number. Lead Flow does not match on the page. A distinguishing tag can stand in, but someone then has to make each form send the right one.
What does Lead Connect cost, and what does it not include?
Lead Connect is $3,000 one time per website, with no per-lead fees, for one Luxury Presence site connected to one Follow Up Boss account. Your Luxury Presence and Follow Up Boss subscriptions, new plan emails and texts, and website redesigns are not included.
Does Lead Connect work with other websites or CRMs?
No. It works only with the Luxury Presence and Follow Up Boss pairing. On a different site or CRM, the 20-minute test above still shows where your leads go, and Lead Flow is the place to start.
Book a 30-minute strategy call
If your test turned up forms with no plan, or a seller form feeding a buyer drip, bring your results to a call. We will walk through your Lead Flow settings, show you where the first event goes, and say plainly if Lead Connect fits your site or a Lead Flow change gets you far enough. No pitch deck, no pressure.
Book a 30-minute strategy call and we will map the simplest fix first. If you would rather see how we work month to month before you talk, start with our plans.
