Celebrity Agent + Follow Up Boss

Celebrity Agent + Follow Up Boss integrations

Create new Follow Up Boss contacts without triggering action plans when new contacts are created in Celebrity Agent

When a new contact is added in your Celebrity Agent app, streamline your workflow by instantly creating a matching entry in your Follow Up Boss app without triggering action plans. This automation saves you from manual data entry, ensures your two apps stay harmoniously aligned, and lets you focus on managing your clients, not your software.

When this happens...
Contact CreatedTriggers when a new contact is created.
TriggerInstant
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Create Contact Without Triggering Action PlansCreates a new contact. This will not trigger action plans.
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More things you can do with Celebrity Agent and Follow Up Boss

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

Buyer Concierge - New Registration
Triggers when a contact registers their property search preferences via Buyer Concierge
Trigger
Instant
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Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Stage Changed
Triggers when the stage is updated on a Contact.
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Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from a channel communication
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Instant
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Email Message Sent
Triggers when any Email Message is sent to any contact
Trigger
Instant
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Seller Concierge - All Actions
Triggers when any call to action is made by a contact via Seller Concierge (cash offer, make me move, CMA request, message received)
Trigger
Instant
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Seller Concierge - Make Me Move Request
Triggers when a make me move request is made by a contact via Seller Concierge
Trigger
Instant
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Phone Call Received
Triggers when a phone call is received
Trigger
Instant
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Seller Concierge - Home Facts Edited
Triggers when home facts are edited via Seller Concierge
Trigger
Instant
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Seller Concierge - Opened Report
Triggers anytime a contact views their Seller Concierge report
Trigger
Instant
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- ID / Email / Phone
  Required
- Note
  Required
Action
Write
- Contact Id
  Required
- New Stage
  Required
- Trigger Change?
Action
Write
Get User NoML Budget
Returns details about the NoML budget of the user (by user id)
Action
Write
- Field
  Required
- Value
  Required
Action
Search
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
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- Tag name
  Required
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
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Seller Concierge - Cash Offer Request
Triggers when a cash offer is requested by a contact via Seller Concierge
Trigger
Instant
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Seller Concierge - Message Received
Triggers when a message is received from a contact via Seller Concierge
Trigger
Instant
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Contact Tag Added
Triggers when a new tag is added on a Contact.
Trigger
Instant
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Direct Mail Message Sent
Triggers when any Direct Mail Message is sent to any property
Trigger
Instant
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Seller Concierge - CMA Request
Triggers when a CMA request is made by a contact via Seller Concierge
Trigger
Instant
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Seller Concierge - Home Report Value Rank
Triggers when a home value rank is requested by a contact via Seller Concierge
Trigger
Instant
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Message Received
Triggers when a new message is received in Celebrity Agent
Trigger
Instant
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Seller Concierge - Additional Property Registered
Triggers when a new property is added by existing contact via Seller Concierge
Trigger
Instant
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Seller Concierge - New Registration
Triggers when a new contact registers their property via Seller Concierge
Trigger
Instant
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SMS Message Sent
Triggers when any SMS Message is sent to any contact
Trigger
Instant
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- Contact Id
  Required
- Name
  Required
- Trigger Change?
Action
Write
- Celebrity Agent Contact ID
- First Name
- Last Name
- Email Address
- Phone Number
- Contact Statuses
- Street Address
- City
- State
- Zip
- Unit Number
- Full Address
- Street Address
- City
- State
- Zip
- Unit Number
- Full Address
- Stage
- Tag(s)
- Source
- Notes
- Trigger Change?
- Consent Timestamp
- Consent Source
- Consent Type
- Consent IP
- Consent Form ID
- Consent Proof URL
Action
Write
Get User NoOL Budget
Returns details about the NoOL budget of the user (by user id)
Action
Write
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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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact
  Required
- File name
  Required
- File URL
  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
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
- Note
- 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
- 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
Write
- Contact Phone, Email, or ID
  Required
Action
Search

About Celebrity Agent

Celebrity Agent provides real estate agents with a AI-driven, lead generation and conversion tools that maximize commissions earned.

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Related categories

CRM (Customer Relationship Management)

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)

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Related Zap Templates

Create new Follow Up Boss inquiries or website events from new Celebrity Agent seller concierge registrations