Verse + Follow Up Boss Integrations

How to connect Verse + Follow Up Boss

Zapier lets you send info between Verse and Follow Up Boss automatically—no code required.

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Popular Verse + Follow Up Boss workflows

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Create Verse leads for new Follow Up Boss contacts
Follow Up Boss + Verse
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Lead
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Create Verse leads for new Follow Up Boss contacts
Create Verse leads for new Follow Up Boss contacts
Follow Up Boss + Verse
End conversations with Verse leads when tagged in Follow Up Boss
Follow Up Boss + Verse
More details
When this happens
Step 1: Tag Added to Contact
Then do this
Step 2: End Conversation (Qualify)
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End conversations with Verse leads when tagged in Follow Up Boss
End conversations with Verse leads when tagged in Follow Up Boss
Follow Up Boss + Verse

Supported triggers and actions

What does this mean?

New Lead Activity
Trigger when a new activity on a lead is added.
Trigger
Instant
New Lead Created
Trigger when a lead has been created.
Trigger
Instant
New Qualified Lead
Trigger when a lead has been qualified.
Trigger
Instant
New Unqualified Lead
Trigger when a lead has been unqualified.
Trigger
Instant
End Conversation (Qualify)
End Conversation and qualify a lead.
Action
Write

Create Lead
Creates a new lead.
Action
Write
Stop Conversation (Unqualify)
Stop Conversation with a lead and unqualify.
Action
Write

Find a Lead
Search for a lead by name, email, phone, leadId or externalLeadId.
Action
Search

Follow Up Boss
Fires when a new appointment is created in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a new deal is created in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when the stage of a deal is updated in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a new contact is created in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a contact's stage is updated in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a tag is added to a contact in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Adds selected users as collaborated on a given contact.
Scheduled
Action
Follow Up Boss
Adds tags to a contact.
Scheduled
Action
Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
Follow Up Boss
Creates a note on a contact
Scheduled
Action
Follow Up Boss
Create a task for a contact.
Scheduled
Action
Follow Up Boss
Logs a call on a contact.
Scheduled
Action
Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action

How Verse + Follow Up Boss Integrations Work

Step 1: Authenticate Verse and Follow Up Boss.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Verse + Follow Up Boss

About Verse

Verse is a lead conversion platform that helps businesses quickly qualify leads through 2-way text conversations driven by powerful AI.

Learn More

Related categories

Sales & CRM

About 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.

Learn More