DealMachine + Follow Up Boss

DealMachine + Follow Up Boss integrations

Manage new leads in DealMachine by creating or updating contacts in Follow Up Boss without triggering action plans

Keep your sales team ahead of the competition with this convenient workflow. When a new lead is identified on DealMachine, their details will be immediately transferred to Follow Up Boss, creating or updating their contact information. Say goodbye to manual data entry and hello to a streamlined lead management process with this seamless integration. Boost efficiency and ensure no leads fall through the cracks.

When this happens...
New LeadTriggers when a new lead is added to your team's DealMachine account.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with DealMachine and Follow Up Boss

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

New Lead
Triggers when a new lead is added to your team's DealMachine account.
Trigger
Instant
Try It
Lead Status Change
Triggers when a status changes for a property.
Trigger
Instant
Try It
- Lead ID
  Required
- List IDs
  Required
Action
Write
- Lead ID
  Required
- Team Member ID
  Required
Action
Write
- Lead ID
  Required
Action
Write

- Lead ID
  Required
- List IDs
  Required
Action
Write
- Lead ID
  Required
- Mailer Sequence ID
Action
Write

- Lead ID
  Required
- Lead Status
  Required
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  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
- Contact Phone, Email, or ID
  Required
Action
Search

New Team Member
Triggers when a new team member is added to your team.
Trigger
Polling
Try It
- Address Line 1 (Parsed Address)
- Address Line 2 (Parsed Address)
- City (Parsed Address)
- State (Parsed Address)
- Zip Code (Parsed Address)
- Latitude (Lat/Lng)
- Longitude (Lat/Lng)
- Full Address (Full Address)
Action
Write
- Lead ID
  Required
- Tag IDs
  Required
Action
Write
- Lead ID
  Required
- Note
  Required
Action
Write
- Lead ID
  Required
Action
Write
- Lead ID
  Required
- Tag IDs
  Required
Action
Write
- Lead ID
  Required
- Custom Field ID
  Required
- New Value
Action
Write
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
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- 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 ID
  Required
- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About DealMachine

DealMachine intelligently automates your REI marketing process. Simply take a picture of a property with your smartphone and DealMachine looks up the owner and sends highly personalized mail.

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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DealMachine + Follow Up Boss

Manage new leads in DealMachine by creating or updating contacts in Follow Up Boss without triggering action plans

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