Follow Up Boss + freee

Follow Up Boss + freee integrations

Create partners in freee from new contacts in Follow Up Boss

Effortlessly manage your contacts and partners with this automation. When a new contact is added in Follow Up Boss, this workflow will create a partner in freee, streamlining your contact organization and saving you time. Stay on top of your contacts and keep everything up-to-date with ease.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create PartnerCreates a new partner.
ActionWrite

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More things you can do with Follow Up Boss and freee

Discover other triggers and actions you can use with Follow Up Boss and freee

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 ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
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 ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Item Name
  Required
- Shortcut1
- Shortcut2
Action
Write
- Company
  Required
- Section Name
  Required
- Official Section Name
- Shortcut1
- Shortcut2
Action
Write
- Company
  Required
- Segment Name
  Required
- Description
- Shortcut1
- Shortcut2
Action
Write
- Company
  Required
- Tag Name
  Required
- Shortcut1
- Shortcut2
Action
Write

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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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 ID
  Required
Action
Search
- Company
  Required
- Days Exceeded (integer)
  Required
Trigger
Polling
Try It
- Company
  Required
- Partner Name
  Required
- Official Partner Name
- Shortcut1
- Shortcut2
- Phone Number
- Sales Representative Name
- Sales Representative Email
- Zip Code
- Prefecture Name
- City and Street name
- Building and Room number
Action
Write
- Company
  Required
- Segment Name
  Required
- Description
- Shortcut1
- Shortcut2
Action
Write
- Company
  Required
- Segment Name
  Required
- Description
- Shortcut1
- Shortcut2
Action
Write

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.

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CRM (Customer Relationship Management)

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About freee

freee provides cloud-based accounting & HR software for SMBs in Japan to automate and simplify back-office tasks.

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Related categories

Accounting