Desk

Desk + Follow Up Boss Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Desk and Follow Up Boss, with as many as 60 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Desk + Follow Up Boss and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when you add a new customer.

Create Customer

Create a new customer.

New Case

Triggers when you add a new case.

Create Case

Create a new case. Inside Desk, it will be treated like an "Email Case".

New Contact

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

New Inquiry or Website Event

Notify 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.

New Deal

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

Create Note

Creates a note on a contact

Tag Added to Contact

Fires when a tag is added to a contact in Follow Up Boss.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

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Desk is the new version of Assistly under the flagship Salesforce brand. Desk is an all-in-one customer service tool allowing you to keep track of your customers across multiple channels including email, Twitter, Facebook, phone, and chat. Desk also makes it really easy to create knowledge bases about your products and services so customers can support themselves.

Learn 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.

See Follow Up Boss Integrations

Connect Desk + Follow Up Boss

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