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Ecologi + Follow Up Boss Integrations

How to connect Ecologi + Follow Up Boss

Zapier lets you send info between Ecologi and Follow Up Boss automatically—no code required.

When this happens...
Follow Up BossFollow Up Boss
Deal Stage Updated

Fires when the stage of a deal is updated in Follow Up Boss.

automatically do this!
EcologiEcologi
Buy Carbon Offsets

Buy some carbon offsets

Supported triggers and actions

What does this mean?
  • Ecologi triggers, actions, and search
    Buy Carbon Offsets
    Buy some carbon offsets
    Action
    Write
  • Ecologi triggers, actions, and search
    Plant Trees
    Plant some trees
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    New Appointment
    Fires when a new appointment is created in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    New Deal
    Fires when a new deal is created in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    Deal Stage Updated
    Fires when the stage of a deal is updated in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    New Contact
    Fires when a new contact is created in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    Person Stage Updated
    Fires when a contact's stage is updated in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    Tag Added to Contact
    Fires when a tag is added to a contact in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss

    Adds selected users as collaborated on a given contact.

    Scheduled

    Action

  • Follow Up Boss

    Adds tags to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Applies a selected action plan to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Changes the stage of an existing contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    Scheduled

    Action

  • Follow Up Boss

    Creates a deal on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a note on a contact

    Scheduled

    Action

  • Follow Up Boss

    Create a task for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Logs a call on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Pauses a selected action plan for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Assign a different agent to this contact.

    Scheduled

    Action

  • Follow Up Boss

    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.

    Scheduled

    Action

  • Follow Up Boss

    Search for a contact by email, phone number, or Follow Up Boss ID.

    Scheduled

    Action

How Ecologi + Follow Up Boss Integrations Work

  1. Step 1: Authenticate Ecologi + Follow Up Boss.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Ecologi

Give back to the planet by planting trees.
Learn More

Related categories

  • Fundraising
follow-up-boss logo
follow-up-boss logo
follow-up-boss logo

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 More

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