When this happens...
Follow Up BossNew Contact
Then do this...
Follow Up BossCreate or Update Contact Without Triggering Action Plans

If your workflow involves creating complementary contacts on Follow Up Boss, there's no need to enter the same information twice all the time. Set up this Zap to save yourself some time and effort instead. Once you do, any new contact created on Follow Up Boss will automatically add another contact to the system, containing all the information you need so you can kill two data-entry birds with one stone from then on.

How It Works

  1. A new contact is created on Follow Up Boss
  2. Zapier automatically adds a contact to Follow Up Boss

What You Need

  • Follow Up Boss account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Tag Added to Contact

Triggers when a tag is added to a contact for the first time.

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 Contact

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

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!

New Tag Added to Contact

Triggers when a tag is added to a contact for the first time.

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 Contact

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

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!

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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.

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.

See Follow Up Boss Integrations