Follow Up Boss Integrations

Applies a selected action plan to a contact.

Creates a note on a contact

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.

Adds selected users as collaborated on a given contact.

Adds tags to a contact.

Changes the stage of an existing contact.

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

Creates a deal on a contact.

Create a task for a contact.

Logs a call on a contact.

Pauses a selected action plan for a contact.

Assign a different agent to this contact.

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