Airtable + Follow Up Boss

Create new inquiries or website events in Follow Up Boss whenever new records are added in Airtable

Efficiently manage incoming inquiries from your Airtable records by setting up this integration that connects Airtable to Follow Up Boss. When a new record is added in Airtable, a new inquiry or website event will be created in Follow Up Boss, ensuring prompt action on potential leads. Stay organized, save time, and streamline your workflow with this seamless automation.

When this happens...
New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
TriggerScheduled
automatically do this!
New Inquiry or Website Event
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.
ActionWrite

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Supported triggers and actions

What does this mean?

- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search

- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It

New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search

- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
Action
Search or write
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more Help

Related categories

Databases

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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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Airtable + Follow Up Boss

Create new inquiries or website events in Follow Up Boss whenever new records are added in Airtable

New Record

TableRequired

Limit to View

Include file contents?

Create Record

BaseRequired

TableRequired

Create or Update Record

BaseRequired

TableRequired

Lookup FieldRequired

Secondary Lookup Field

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record

BaseRequired

TableRequired

Search by Field

Search Value

Search for Exact Match?

Search Formula

Limit to View

Find or Create Record

BaseRequired

TableRequired

Search by Field

Search Value

Search for Exact Match?

Search Formula

Limit to View

New Deal

New Contact

Tag Added to Contact

Tag nameRequired

Add Tags to a Contact

Contact Phone, Email, or IDRequired

Tag(s)Required

Change Stage of a Contact

Contact Phone, Email, or IDRequired

StageRequired

Create Deal

Contact Phone, Email, or IDRequired

NameRequired

PipelineRequired

StageRequired

Team Member(s)Required

Description

Price

Commission

Projected Close Date

Create Task

Contact Phone, Email, or IDRequired

NameRequired

TypeRequired

Assigned ToRequired

Due

Is Completed

Pause an Action Plan for a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

New Inquiry or Website Event

Event TypeRequired

Message

First Name

Last Name

Email Address

Phone Number

Source

Stage