BoomTown + Follow Up Boss

BoomTown + Follow Up Boss integrations

Create notes in Follow Up Boss for new emails received in BoomTown

Enhance your real estate business workflow with this BoomTown to Follow Up Boss interaction. When an email is received in your BoomTown app, a note is instantly created in your Follow Up Boss app. This not only expedites client communication but also helps keep your tracking and follow-up system organized. Streamline your tasks with this smart and efficient automation.

When this happens...
Email ReceivedTriggers when you receive a email from one of your assigned leads.
TriggerInstant
automatically do this!
Create NoteCreates a note on a contact
ActionWrite

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More things you can do with BoomTown and Follow Up Boss

Discover other triggers and actions you can use with BoomTown and Follow Up Boss

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 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

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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- FirstName
  Required
- LastName
  Required
- Address
- City
- State
- ZipCode
- EmailAddress
- Day Phone
- Night Phone
- Phone 3
- Notes
- Description
- Birthday
- ClosingDate
- AvgListingPrice
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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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 BoomTown

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

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CRM (Customer Relationship Management)

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

BoomTown + Follow Up Boss

BoomTown + Follow Up Boss

Create notes in Follow Up Boss for new emails received in BoomTown

More things you can do with BoomTown and Follow Up Boss

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