Apollo + Follow Up Boss

Create tasks in Apollo for new contacts in Follow Up Boss

Save time and stay organized by automating your sales process with this workflow. When you add a new contact in Follow Up Boss, it will instantly create a task in Apollo, ensuring no leads fall through the cracks. Manage your contacts and tasks seamlessly while focusing on building relationships and closing deals.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Task
Creates a Task.
ActionWrite

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Supported triggers and actions

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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
Try It
New Account
Triggers when a new Account is created.
Trigger
Instant
Try It
- NameRequired
- Domain
- Phone Number
- Raw Address
Action
Write
- nameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account IDRequired
- Name
- Domain
- Phone Number
- Address
Action
Write
- Opportunity IdRequired
- name
- amount
- Opportunity Stage Id
- closed date
- account_id
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Address
- Website Url
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
Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
Try It
New Contact
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Email AddressRequired
- Address
- Website Url
Action
Write
- NoteRequired
- Contacts IDsRequired
- PriorityRequired
- TypeRequired
- Due DateRequired
- Assigned ToRequired
Action
Write
- Contact IDRequired
- Last Name
- First Name
- Email
- Title
- Organization Name
- Account id
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- email AddressRequired
Action
Search

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

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