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Zapier makes it easy to integrate Call Tools PCC with Follow Up Boss - no code necessary. See how you can get setup in minutes.
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Call Tools PCC
Call Tools PCC
1. Choose trigger event
Follow Up Boss
Follow Up Boss
2. Choose action
1. Select the event
Setup
Test
Call Tools PCC
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Calendar Event" from Call Tools PCC.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Call Tools PCC and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action Plan
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Stage
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Name
Required
Pipeline
Required
Stage
Required
Team Member(s)
Required
Description
Price
Commission
Projected Close Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Name
Required
Type
Required
Assigned To
Required
Due
Is Completed
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action Plan
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Create a new record or update an existing record in your app.
Contact
Required
File name
Required
File URL
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Email Address
Phone Number
Source
Stage
Is Contacted?
Tags
Street Address
City
State/Province
Zip/Postal Code
Price
Agent
Lender
Pond
Timeframe
Background Information
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Note
Message
Required
Subject
Message is HTML
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Phone Number
Required
Type
Required
Note
Call Duration
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Team Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source_copy
Contact
Required
First Name
Last Name
Email Address
Phone_copy
Phone Number
Stage
Is Contacted?
Tags
Merge_tags_copy
Merge Tags?
Street Address
City
State/Province
Zip/Postal Code
Price
Agent
Lender
Pond
Timeframe
Background Information
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Call Tools PCC and Follow Up Boss with AI agents and code
Beyond Zap workflows. Call Call Tools PCC and Follow Up Boss actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Call Tools PCC and Follow Up Boss actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Bucket a Contact
Add Collaborators
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Call Tools PCC and Follow Up Boss to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Follow Up Boss on the Zapier blog
Make work flow with AI
Level up your Call Tools PCC to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
