BoomTown + Follow Up Boss

Apply action plans to contacts in Follow Up Boss for new leads in BoomTown

Seamlessly manage your real estate leads by connecting BoomTown and Follow Up Boss with this efficient workflow. When a new lead is generated in BoomTown, this automation applies a specific action plan to the contact in Follow Up Boss, ensuring a well-coordinated approach to prospecting and lead nurturing. Save time and enhance your lead conversion process with this effortless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Call Logged
Triggers when a call is logged for one of your assigned leads.
Trigger
Instant
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Email Received
Triggers when you receive a email from one of your assigned leads.
Trigger
Instant
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Lead Asked Question
Triggers when a lead submits a web inquiry or question on your BoomTown site.
Trigger
Instant
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Tag Removed
Triggers when a tag is removed from an assigned lead.
Trigger
Instant
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To-Do Created
Triggers when a To-Do is created for an assigned lead.
Trigger
Instant
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New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- 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

Category Changed
Triggers when a category is changed for one of your assigned leads.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Tag Added
Triggers when a tag is added to an assigned lead.
Trigger
Instant
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Text Received
Triggers when you receive a text message from one of your assigned leads.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Address
- City
- State
- Zip Code
- Email Address
- Day Phone
- Night Phone
- Phone 3
- Notes
- Description
- Birthday
- Closing Date
- Avg Listing Price
Action
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
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- 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

About BoomTown

BoomTown is a software platform designed to help real estate professionals generate leads, manage contacts, and run their business better.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

BoomTown + Follow Up Boss

Apply action plans to contacts in Follow Up Boss for new leads in BoomTown

Call Logged

Email Received

Lead Asked Question

Tag Removed

To-Do Created

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Category Changed

New Lead

Tag Added

Text Received

Create or Update Lead

First NameRequired

Last NameRequired

Address

City

State

Zip Code

Email Address

Day Phone