Follow Up Boss Integrations
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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
Create or update contacts in Follow Up Boss from new Facebook Lead Ad leadsPremium- Send new Follow Up Boss contacts to Google Contacts
Send new Follow Up Boss contacts to Google Contacts
Create events in Follow Up Boss from Facebook Lead Ads leads
Create events in Follow Up Boss from Facebook Lead Ads leadsPremium- Create new Follow Up Boss contacts from new Google Contacts
Create new Follow Up Boss contacts from new Google Contacts
- Create rows on Google Sheets for new contacts on Follow Up Boss
Create rows on Google Sheets for new contacts on Follow Up Boss
- 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]
- Send new Follow Up Boss contacts to BombBomb.com lists
Send new Follow Up Boss contacts to BombBomb.com lists
- Add new Follow Up Boss contacts for new Mailchimp subscribers
Add new Follow Up Boss contacts for new Mailchimp subscribers
- New AppointmentFires when a new appointment is created in Follow Up Boss.Trigger
- New DealFires when a new deal is created in Follow Up Boss.Trigger
- Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.Trigger
- New ContactFires when a new contact is created in Follow Up Boss.Trigger
- Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.Trigger
- Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.Trigger
- Add CollaboratorsAdds selected users as collaborated on a given contact.Action
- Add Tags to a ContactAdds tags to a contact.Action
- Follow Up Boss
Applies a selected action plan to a contact.
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- Follow Up Boss
Changes the stage of an existing contact.
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- Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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- Follow Up Boss
Creates a deal on a contact.
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Action
- Follow Up Boss
Creates a note on a contact
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Action
- Follow Up Boss
Create a task for a contact.
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Action
- Follow Up Boss
Logs a call on a contact.
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Action
- Follow Up Boss
Pauses a selected action plan for a contact.
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Action
- Follow Up Boss
Assign a different agent to this contact.
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- 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.
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Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
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Action
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