Follow Up Boss

Follow Up Boss + Evernote Business Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Follow Up Boss and Evernote Business, with as many as 78 possible integrations. Are you ready to find your productivity superpowers?

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Evernote Business is a Premium integration on Zapier.

It's easy to connect Follow Up Boss + Evernote Business and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Contact

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

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.

New Deal

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

Create Note

Creates a note on a contact

Tag Added to Contact

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

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

New Note

Triggers when a new note is created in or moved to a notebook.

Tag Note

Adds existing tags to a note.

New Tag Added to Note

Triggers when a specific tag is added to a note in Evernote.

Create Note

Creates a new note in a notebook for Evernote.

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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.

Evernote Business brings the note-taking features of Evernote to your team. Capture and remember ideas and more, then collaborate on them with anyone in your company. Using Evernote on your own? Check out Evernote Personal.

See Evernote Business Integrations