Follow Up Boss + FreedomSoft

Create seller leads in FreedomSoft from new Follow Up Boss contacts

Effortlessly manage your real estate leads with this workflow that connects Follow Up Boss and FreedomSoft. When you add a new contact in Follow Up Boss, a seller lead will be created in FreedomSoft, ensuring your lead database stays organized and up to date. Streamline your process and improve efficiency in your real estate business with this simple automation.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Seller Lead
Finds a seller lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
Try It
New Task
Triggers when a new task record is created.
Trigger
Instant
Try It
Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Buyer Lead IDRequired
- StatusRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
Try It
New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
Try It
Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- TitleRequired
- DescriptionRequired
- Due DateRequired
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Seller Lead IDRequired
- StatusRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About FreedomSoft

FreedomSoft is an all-in-one lead generation and real-estate automation system.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + FreedomSoft

Create seller leads in FreedomSoft from new Follow Up Boss contacts

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

First Name

Last Name

Email Address

Phone Number

Source

Stage

Is Contacted?

Tags

Street Address

City

State/Province

Zip/Postal Code

Price

Custom Field 1 Name

Custom Field 1 Value

Custom Field 2 Name

Custom Field 2 Value

Custom Field 3 Name

Custom Field 3 Value

Custom Field 4 Name

Custom Field 4 Value

Custom Field 5 Name

Custom Field 5 Value

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Buyer Lead Status Updated

New Contact

New Task

Create Buyer Lead

Create Seller Lead

Update Buyer Lead Status

Buyer Lead IDRequired

StatusRequired

Find Buyer Lead

Search OnRequired

Search ValueRequired

New Deal

New Contact

Tag Added to Contact

Tag nameRequired

Add Tags to a Contact

Contact Phone, Email, or IDRequired

Tag(s)Required