BoomTown + Follow Up Boss

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 Received
Triggers when you receive a email from one of your assigned leads.
TriggerInstant
automatically do this!
Create Note
Creates a note on a contact
ActionWrite

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Supported triggers and actions

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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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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- 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
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

About BoomTown

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

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

BoomTown + Follow Up Boss

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

Call Logged

Email Received

Lead Asked Question

Tag Removed

To-Do Created

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Category Changed

New Lead

Tag Added

Text Received

Create or Update Lead

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

About BoomTown

Related categories

Similar apps

Zapier Interfaces

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates