Follow Up Boss Integrations

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Facebook Lead Ads

Ads & Conversion, Facebook, Premium

Keap Max Classic

Marketing Automation, Premium

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

GetResponse

Marketing Automation

Callingly

Phone & SMS

Squarespace

Forms & Surveys

Airtable

Databases

Google Contacts

Contact Management, Google

JotForm

Forms & Surveys

Mailchimp

Email Newsletters

Google Forms

Forms & Surveys, Google

Mailparser

Slack

Team Chat

Calendly

Scheduling & Booking

Leadpages

Forms & Surveys

Twilio

Phone & SMS

RingCentral

Phone & SMS

ActiveCampaign

Marketing Automation

Verse

Sales & CRM

Constant Contact

Email Newsletters

ManyChat

Social Media Marketing

StreetText

Marketing Automation

Wufoo

Forms & Surveys

Unbounce

Forms & Surveys

Salesforce

CRM (Customer Relationship Management), Premium

RealScout

CRM (Customer Relationship Management)

Cloud Attract

CRM (Customer Relationship Management)

ClickFunnels

Marketing Automation

BombBomb.com

Drip Emails

leadPops

Marketing Automation

Chime

CRM (Customer Relationship Management)

Slybroadcast

Phone & SMS

CINC

CRM (Customer Relationship Management)

Gravity Forms

Forms & Surveys, WordPress

Cognito Forms

Forms & Surveys

HubSpot

Marketing Automation

Instapage

Forms & Surveys

Trello

Project Management

CallRail

Call Tracking

Ninja Forms

Forms & Surveys, WordPress

Mojo

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Microsoft Outlook

Email, Microsoft

WPForms

Forms & Surveys, WordPress

SetSchedule

Beta, CRM (Customer Relationship Management)

Avochato

Phone & SMS

DocuSign

Signatures

Google Calendar

Calendar, Google

Zillow Tech Connect

CRM (Customer Relationship Management)

Facebook Messenger

Facebook, Social Media Marketing

Typeform

Forms & Surveys

Real Geeks

CRM (Customer Relationship Management)

Asana

Project Management

Keller Williams Command

CRM (Customer Relationship Management)

Podio

Project Management

Dotloop

CRM (Customer Relationship Management)

Sierra Interactive

CRM (Customer Relationship Management)

Flodesk

Email Newsletters

Handwrytten

Customer Appreciation

IDX Leads

CRM (Customer Relationship Management)

BoomTown

CRM (Customer Relationship Management)

ConvertKit

Drip Emails

Process Street

Product Management

ClickSend SMS

Phone & SMS

Thankster

Customer Appreciation

Facebook Custom Audiences (Legacy)

Premium

AnswerConnect

Customer Support

Radius Agent

Beta, CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Wix Automations

CRM (Customer Relationship Management)

TextMagic

Phone & SMS

Placester

Website Builders

Zoom

Video Conferencing

Eventbrite

Event Management

iHomefinder

CRM (Customer Relationship Management)

AMcards.com

Beta, CRM (Customer Relationship Management)

REI Pebble

Beta, CRM (Customer Relationship Management)

Google Ads

Ads & Conversion, Google, Premium

Block Party

CRM (Customer Relationship Management)

Eva Gifting Assistant (EvaBot)

Beta, CRM (Customer Relationship Management)

MailerLite

Email Newsletters

SimpleTexting

Phone & SMS

Google Drive

File Management & Storage, Google

zBuyer.com

Beta, Product Management

Acuity Scheduling

Scheduling & Booking

Pipedrive

CRM (Customer Relationship Management)

Brivity

CRM (Customer Relationship Management)

thanks.io

Printing

AgentMarketing Leads

Marketing Automation

Webflow

Website Builders

Parseur

Documents

Listings To Leads

Ads & Conversion

WizeHire

Beta, HR Talent & Recruitment

Paperless Pipeline

CRM (Customer Relationship Management)

Google Lead Form Extensions

Ads & Conversion, Forms & Surveys, Google, Premium

Paperform

Forms & Surveys

Alchemer

Forms & Surveys

PropertyRadar

CRM (Customer Relationship Management)

BannerSeason

Marketing Automation

Kartra

Marketing Automation

Drop Cowboy

Beta, Marketing

rezora

Marketing Automation

AgentLocator

Beta, CRM (Customer Relationship Management)

WordPress

Website Builders, WordPress

Formstack

Forms & Surveys

Realvolve

CRM (Customer Relationship Management)

Lob

Printing

Real Estate Webmasters

CRM (Customer Relationship Management)

Landbot

Marketing Automation

Agent Legend

CRM (Customer Relationship Management)

Google Docs

Documents, Google

monday.com

Project Management

Spinify

Team Collaboration

Vonage Business Communications

Phone & SMS

Kunversion+

CRM (Customer Relationship Management)

PowerISA Speed to Lead

Ads & Conversion, Beta

POWR Form Builder

eCommerce

Demio

Webinars

Client Dispute Manager

CRM (Customer Relationship Management)

Agent 3000

CRM (Customer Relationship Management)

ClickUp

Project Management

OpenPhone

Phone & SMS

SendHub

Phone & SMS

Popular ways to use Follow Up Boss workflows

Create or update contacts in Follow Up Boss from new Facebook Lead Ad leads
premium
Facebook Lead Ads + Follow Up Boss
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create or Update Contact Without Triggering Action Plans
See Zap details Try it
Create or update contacts in Follow Up Boss from new Facebook Lead Ad leads
premium
Create or update contacts in Follow Up Boss from new Facebook Lead Ad leads
Facebook Lead Ads + Follow Up Boss
Send new Follow Up Boss contacts to Google Contacts
Follow Up Boss + Google Contacts
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Contact
See Zap details Try it
Send new Follow Up Boss contacts to Google Contacts
Send new Follow Up Boss contacts to Google Contacts
Follow Up Boss + Google Contacts
Create events in Follow Up Boss from Facebook Lead Ads leads
premium
Facebook Lead Ads + Follow Up Boss
More details
When this happens
Step 1: New Lead
Then do this
Step 2: New Inquiry or Website Event
See Zap details Try it
Create events in Follow Up Boss from Facebook Lead Ads leads
premium
Create events in Follow Up Boss from Facebook Lead Ads leads
Facebook Lead Ads + Follow Up Boss

Create new Follow Up Boss contacts from new Google Contacts
Google Contacts + Follow Up Boss
More details
When this happens
Step 1: New or Updated Contact
Then do this
Step 2: Create or Update Contact Without Triggering Action Plans
See Zap details Try it
Create new Follow Up Boss contacts from new Google Contacts
Create new Follow Up Boss contacts from new Google Contacts
Google Contacts + Follow Up Boss
Create rows on Google Sheets for new contacts on Follow Up Boss
Follow Up Boss + Google Sheets
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Spreadsheet Row
See Zap details Try it
Create rows on Google Sheets for new contacts on Follow Up Boss
Create rows on Google Sheets for new contacts on Follow Up Boss
Follow Up Boss + Google Sheets

Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
Trigger
Instant
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
Trigger
Instant

Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
Trigger
Instant
Add Collaborators
Adds selected users as collaborated on a given contact.
Action
Write

Add Tags to a Contact
Adds tags to a contact.
Action
Write

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

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

Related categories

CRM (Customer Relationship Management)

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