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Circle + Follow Up Boss

Circle + Follow Up Boss

Add new Follow Up Boss contacts to Circle space groups as members

Effortlessly manage your growing network by connecting Follow Up Boss and Circle with this seamless workflow. Whenever a new contact is added in Follow Up Boss, they'll be instantly enrolled as a member of a Space Group in Circle. Keep your community organized and engaged without the need for manual intervention, allowing you to focus on building meaningful relationships.

  1. When this happens...
    New Contact
    New Contact
    New ContactFires when a new contact is created in Follow Up Boss.
  2. automatically do this!
    Add Member to Space Group
    Add Member to Space Group
    Add Member to Space GroupAdd a new member to a space group and all its spaces.
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More things you can do with Follow Up Boss and Circle

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

  • Follow Up Boss triggers, actions, and search
    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name
    • Stage name
    Trigger
    Instant
    Try It
    • Stage name
    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    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
    • Team Member(s)
    Action
    Write
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About Circle
A modern community platform for creators.
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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.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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