Back At You + Follow Up Boss

Back At You + Follow Up Boss integrations

Create Follow Up Boss contacts from new Back At You contacts

Ensuring new contacts from Back At You make it into Follow Up Boss is critical for timely lead nurturing, but manual transfers can cause delays and errors. This integration bridges that gap by automatically creating a new contact in Follow Up Boss the moment one is added in Back At You. This Zap ensures your team can engage with new leads immediately, creating a more efficient and reliable client management workflow.

When this happens...
Contact CreateTriggers when one or more contacts are created.
TriggerPolling
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with Back At You and Follow Up Boss

Discover other triggers and actions you can use with Back At You and Follow Up Boss

Contact Create
Triggers when one or more contacts are created.
Trigger
Polling
Try It
- Source Name
- Buyer/Seller
- First Name
- Last Name
- Email - Primary
- Email - Secondary
- Phone - Mobile
- Phone - Home
- Phone - Work
- Phone - Work Extension
- Phone - Fax
- Address - Street
- Address - Unit
- Address - City
- Address - State/Province
- Address - Postal Code
- Address - Country Code
- Company Name
- Title
- Website
- Spouse
- Birth Date
- Assigned - User ID (**ADMIN API TOKENS ONLY**)
- Owner - User ID (**ADMIN API TOKENS ONLY**)
Action
Write
- Source Name
- Buyer/Seller
- First Name
- Last Name
- Email - Primary
- Email - Secondary
- Phone - Mobile
- Phone - Home
- Phone - Work
- Phone - Work Extension
- Phone - Fax
- Address - Street
- Address - Unit
- Address - City
- Address - State/Province
- Address - Postal Code
- Address - Country Code
- Company Name
- Title
- Website
- Spouse
- Birth Date
- Contact ID
- Assigned - User ID (**ADMIN API TOKENS ONLY**)
- Owner - User ID (**ADMIN API TOKENS ONLY**)
Action
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 ID
  Required
- Team Member(s)
Action
Write

- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
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 ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Contact Update
Triggers when one or more contacts are updated or deleted.
Trigger
Polling
Try It
- Source Name
- Buyer/Seller
- First Name
- Last Name
- Email - Primary
- Email - Secondary
- Phone - Mobile
- Phone - Home
- Phone - Work
- Phone - Work Extension
- Phone - Fax
- Address - Street
- Address - Unit
- Address - City
- Address - State/Province
- Address - Postal Code
- Address - Country Code
- Company Name
- Title
- Website
- Spouse
- Birth Date
- Additional Field 1 - Key
- Additional Field 1 - Value
- Additional Field 2 - Key
- Additional Field 2 - Value
- Additional Field 3 - Key
- Additional Field 3 - Value
- Additional Field 4 - Key
- Additional Field 4 - Value
- Assigned - User ID (**ADMIN API TOKENS ONLY**)
- Owner - User ID (**ADMIN API TOKENS ONLY**)
Action
Write
- First Name
- Last Name
- Primary Email
- Mobile Phone
- Home Phone
- Search must match at least these fields
  Required
Action
Search
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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 ID
  Required
Action
Search

About Back At You

Back At You is a comprehensive real estate technology platform that brokerages work more efficiently.

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Related categories

CRM (Customer Relationship Management)

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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