Follow Up Boss + Homebot

Follow Up Boss + Homebot integrations

Create new clients in Homebot from new contacts in Follow Up Boss

Easily strengthen your client management process with this efficient workflow. Whenever a new contact is added in Follow Up Boss, a corresponding client is created in Homebot. This helps you accurately keep track of your evolving client base in real-time, improving productivity and client relationship management.

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

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More things you can do with Follow Up Boss and Homebot

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

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
- Client ID
  Required
- Saved Search Name
  Required
- Minimum Price
  Required
- Maximum Price
  Required
- City
  Required
- State Abbreviation
  Required
- Zip Code
  Required
Action
Write
- Client ID
  Required
- Address (street)
  Required
- Address (zip)
  Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client ID
  Required
- Maximum Loan Amount
  Required
- Down Payment Amount
  Required
- Maximum Home Price
  Required
- Loan Type
- Loan Term
- Expiration Date
- Pre-appoval
- Prospective Property Address
- Prospective Property Zip Code
- Compliance Acknowledgement
  Required
- Estimated Rate
Action
Write
- Home ID
- Include clients
  Required
Action
Write
- Home ID
  Required
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood insurance monthly
- Hazard insurance company
- Hazard insurance monthly
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold price
- Title insurance company
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client Email
  Required
Action
Search
- Client ID
  Required
Action
Search
- Email
  Required
- Treat As Prospect
- Close Date
- Date of birth
- First Name
  Required
- Last Name
  Required
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client ID
  Required
- Treat As Prospect
- Close Date
- Date of birth
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or 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
- Treat As Prospect
- Close Date
- Date of birth
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Home ID
  Required
- Amount
  Required
- Date
  Required
- Company loan ID
  Required
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Escrow monthly
- FHA mi monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI monthly
- Rate
- refi
- Refi purpose
- Term years
- Total monthly payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Name
  Required
- Webhook URL
  Required
- Event sources whitelist
- Username
- Password
Action
Write
- Client ID
  Required
- Buyers access
- Buying close date
- Date of birth
- Email
- First name
- Last name
- Preferred languge
- Phone number
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Loan ID
  Required
- Amount
- Date
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Company loan ID
- Escrow monthly
- FHA MI monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI Monthly
- Rate
- Refi
- Refi Purpose
- Term Years
- Total Monthly Payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Street
  Required
- Unit
- Zip code
  Required
Action
Search
- Client ID
  Required
Action
Search
- Street
  Required
- Unit
- Zip code
  Required
- Client ID
  Required
- Address (street)
  Required
- Address (zip)
  Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client ID
  Required
- Address (street)
  Required
- Address (zip)
  Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or 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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CRM (Customer Relationship Management)

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About Homebot

Homebot is a homeownership intent platform that surfaces actionable data first.

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Related categories

Marketing

Related Zap Templates

Add tags to new contacts in Follow Up Boss and create clients in Homebot

Add new contacts in Follow Up Boss as buyers in Homebot

Update and create new clients in Homebot whenever stages are updated in Follow Up Boss