Follow Up Boss + Hive

Follow Up Boss + Hive integrations

Update Hive project actions when Follow Up Boss deal stages are updated

Streamline your project management with this workflow that brings together Follow Up Boss and Hive. Any change in the Deal Stage in Follow Up Boss instantly results in the creation of a new project in Hive, ensuring swift and effective coordination between your sales and project teams. This automation not just enhances your workflow efficiency, but also aids in staying organized and updated with your projects.

When this happens...
Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create Action for ProjectCreates a new action for project.
ActionWrite

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More things you can do with Follow Up Boss and Hive

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

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
- Workspace
  Required
- Select Project
Trigger
Polling
Try It
- Workspace
  Required
- Copy Action Statuses
- Copy Action Assignees
- Select Project
  Required
- Name
  Required
- Deadline
Action
Write
- Workspace
  Required
- Select Project
  Required
- Action Template
- Title
  Required
- Assigned To
- Description
- Deadline
- Custom Fields
Action
Write
- Workspace
  Required
- Workflow
  Required
- Custom Fields
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
- Workspace
  Required
- Select Project
Trigger
Polling
Try It
- Workspace
  Required
- Description
- Assigned To
- Title
  Required
- Deadline
Action
Write
- Workspace
  Required
- Group for Workspace
  Required
- Message Body
  Required
- Custom Sender Name
- Custom Sender Picture
- Color
Action
Write
- Action ID
  Required
- New status
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.

Learn moreLearn moreHelpHelp

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Hive provides simple automated workflow for teams. It brings all your different tools onto one dashboard and makes it easy to see progress and bottlenecks.

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Related Zap Templates

Copy new Follow Up Boss deals into Hive projects effortlessly

Related Zap Templates

Copy new Follow Up Boss deals into Hive projects effortlessly