Follow Up Boss

Follow Up Boss Integrations

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Follow Up Boss Integration Details

Launched on Zapier May 3, 2013

Zapier combines Triggers (like "New Deal") and Actions (like "Apply an Action Plan to a Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Follow Up Boss Triggers, Searches, and Actions are supported by Zapier:

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Create Note

Creates a note on a contact

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.

Add Collaborators

Adds selected users as collaborated on a given contact.

Add Tags to a Contact

Adds tags to a contact.

Change Stage of a Contact

Changes the stage of an existing contact.

Create or Update Contact Without Triggering Action Plans

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

Create Deal

Creates a deal on a contact.

Create Task

Create a task for a contact.

Log Call

Logs a call on a contact.

Pause an Action Plan for a Contact

Pauses a selected action plan for a contact.

Reassign Agent

Assign a different agent to this contact.

New Deal

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

New Contact

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

Tag Added to Contact

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

New Appointment

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

Deal Stage Updated

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

Person Stage Updated

Fires when a contact's stage is updated in Follow Up Boss.

Find a Contact

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

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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.

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