Follow Up Boss Integrations

CRM (Customer Relationship Management)

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Facebook Lead Ads

Ads & Conversion

Keap Max Classic

Marketing Automation

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Google Sheets

Google, Spreadsheets

Cognito Forms

Forms & Surveys

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Developer Tools, Zapier

Jotform

Forms & Surveys

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion

Keap Max Classic

Marketing Automation

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Developer Tools, Zapier

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Google Sheets

Google, Spreadsheets

Cognito Forms

Forms & Surveys

Facebook Lead Ads

Ads & Conversion

Keap Max Classic

Marketing Automation

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Developer Tools, Zapier

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Popular ways to use Follow Up Boss workflows

Create or update contacts in Follow Up Boss from new Facebook Lead Ad leads
Premium
Try it
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
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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
Try it
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
Try it
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
Try it
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
Add new Follow Up Boss contacts from new emails matching a search on Gmail [Business Gmail Accounts Only]
Try it
Gmail + Follow Up Boss
More details
When this happens
Step 1: New Email Matching Search
Then do this
Step 2: Create or Update Contact Without Triggering Action Plans
See Zap details Try it
Add new Follow Up Boss contacts from new emails matching a search on Gmail [Business Gmail Accounts Only]
Add new Follow Up Boss contacts from new emails matching a search on Gmail [Business Gmail Accounts Only]
Gmail + Follow Up Boss
Send new Follow Up Boss contacts to BombBomb.com lists
Try it
Follow Up Boss + BombBomb.com
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Add Contact To List
See Zap details Try it
Send new Follow Up Boss contacts to BombBomb.com lists
Send new Follow Up Boss contacts to BombBomb.com lists
Follow Up Boss + BombBomb.com
Add new Follow Up Boss contacts for new Mailchimp subscribers
Try it
Mailchimp + Follow Up Boss
More details
When this happens
Step 1: New Subscriber
Then do this
Step 2: Create or Update Contact Without Triggering Action Plans
See Zap details Try it
Add new Follow Up Boss contacts for new Mailchimp subscribers
Add new Follow Up Boss contacts for new Mailchimp subscribers
Mailchimp + Follow Up Boss

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.

Related categories

CRM (Customer Relationship Management)

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Popular Follow Up Boss Integrations