Fello + Follow Up Boss

Fello + Follow Up Boss integrations

Update and manage contacts in Fello Connect when stages change in Follow Up Boss

Manage your client relationships with ease using this Follow Up Boss to Fello Connect workflow. Whenever an update is made to a person’s stage inside Follow Up Boss, the same information will be reflected in Fello Connect by adding or updating the contact details. This ensures consistent and up-to-date records across both platforms, saving you the time and effort of manual data entry. Keep your focus on fostering those important business connections.

When this happens...
Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Add or Update ContactAdd or Update Contact from Fello Connect
ActionWrite

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More things you can do with Follow Up Boss and Fello

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

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
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
Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
Trigger
Instant
Try It
Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Trigger
Instant
Try It
New Home Value View Event
Triggers when a contact views home value dashboard
Trigger
Instant
Try It
New Tags Added to Contact
Triggers when a new tag is added for the contact
Trigger
Instant
Try It

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
Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated by agent in Connect.
Trigger
Instant
Try It
Form Submission
Triggers when a form is submitted
Trigger
Instant
Try It
- Email
  Required
- Full Name
- First Name
- Last Name
- Phone
- Street Address
- Apt/Unit number
- City
- State
- Zip
- Full Address
- Lead Type
- Tags
- Assigned Agent Name
- Assigned Agent Email
- Assigned Agent Id
- Record Status
- CRM Link
- CRM Name
- CRM Source
- CRM Stage
- CRM Created Date
- Additional Email 1
- Additional Email 2
- Additional Email 3
- Additional Email 4
Action
Write

About Fello

Fello is a marketing automation platform that helps you engage consumers, optimize outreach, and convert more opportunities using AI-driven insights.

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Related categories

Marketing Automation

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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Fello + Follow Up Boss

Fello + Follow Up Boss

Update and manage contacts in Fello Connect when stages change in Follow Up Boss

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