CallRail + Follow Up Boss

CallRail + Follow Up Boss integrations

Log completed CallRail phone calls as new inquiries or website events in Follow Up Boss

Effortlessly keep track of completed phone calls with this CallRail to Follow Up Boss automation. When a phone call is marked as completed in CallRail, this workflow will create a new inquiry or website event in Follow Up Boss, ensuring that all important call details are logged and easily accessible. Stay organized and never miss an opportunity to follow up with clients.

When this happens...
Phone Call CompletedTriggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
TriggerInstant
automatically do this!
New Inquiry or Website EventNotify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
ActionWrite

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More things you can do with CallRail and Follow Up Boss

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

- Account
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- Companies
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- Account
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- Company
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- Accounts
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- Account
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- Account
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- Account
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- Accounts
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New Deal
Fires when a new deal is created in Follow Up Boss.
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New Contact
Fires when a new contact is created in Follow Up Boss.
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- Tag name
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- Contact Phone, Email, or ID
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- Tag(s)
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- Contact Phone, Email, or ID
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- Contact Phone, Email, or ID
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- Name
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- Pipeline
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- Team Member(s)
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- Description
- Price
- Commission
- Projected Close Date
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- Contact Phone, Email, or ID
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- Name
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- Type
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- Assigned To
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- Due
- Is Completed
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- Contact Phone, Email, or ID
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- Action Plan
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- Event Type
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- 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
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- Custom Field 3 Value
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- 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
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- Contact Phone, Email, or ID
  Required
Action
Search

- Account
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- Companies
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
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- Companies
  Required
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Instant
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New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
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- Pipeline name
- Stage name
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- Stage name
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- Contact Phone, Email, or ID
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- Team Member(s)
Action
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- Contact Phone, Email, or ID
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- Action Plan
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- 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
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- Contact Phone, Email, or ID
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- Message
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- Subject
- Message is HTML
Action
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- Contact Phone, Email, or ID
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- Phone Number
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- Type
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- Note
- Call Duration
Action
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- Contact Phone, Email, or ID
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- Team Member
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Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

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Related categories

Call Tracking

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.

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Related categories

CRM (Customer Relationship Management)

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CallRail + Follow Up Boss

CallRail + Follow Up Boss

Log completed CallRail phone calls as new inquiries or website events in Follow Up Boss

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