Follow Up Boss + HubSpot
Create notes in Follow Up Boss for new or updated HubSpot companies
Stay on top of your new or updated companies in HubSpot by seamlessly adding notes in Follow Up Boss. With this workflow, whenever a company is created or updated in HubSpot, a note will be created in Follow Up Boss, ensuring you never miss crucial updates or details. Enjoy streamlined communication and easy organization with this efficient automation.
Stay on top of your new or updated companies in HubSpot by seamlessly adding notes in Follow Up Boss. With this workflow, whenever a company is created or updated in HubSpot, a note will be created in Follow Up Boss, ensuring you never miss crucial updates or details. Enjoy streamlined communication and easy organization with this efficient automation.
- When this happens...
Company Recently Created or UpdatedTriggers when a company recently created or updated.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a note on a contact
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
Stage name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
MessageRequired
Subject
Message is HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Phone NumberRequired
TypeRequired
Note
Call Duration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
PipelineRequired
StageRequired
Team Member(s)Required
Description
Price
Commission
Projected Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
TypeRequired
Assigned ToRequired
Due
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Create new HubSpot contacts from Follow Up Boss new contacts
- Create or update HubSpot contacts from new Follow Up Boss contacts
- Create or update Follow Up Boss contacts when new HubSpot contacts are added
- Process new HubSpot form submissions and create or update contacts in Follow Up Boss
- Update HubSpot contacts when Follow Up Boss persons stage changes
- Create tasks in Follow Up Boss for newly updated HubSpot companies
- Create or update contacts in Follow Up Boss when new companies are added to HubSpot
- Create or update Follow Up Boss contacts when new or updated HubSpot companies are detected
- Create notes in Follow Up Boss for new HubSpot companies
- Create HubSpot companies from new Follow Up Boss contacts
- Create new Follow Up Boss inquiries or website events from new HubSpot contacts in list
- Create new HubSpot contacts when tags are added to contacts in Follow Up Boss
- Create new Follow Up Boss inquiries or website events from new HubSpot form submissions
Related Zap Templates
- Create new HubSpot contacts from Follow Up Boss new contacts
- Process new HubSpot form submissions and create or update contacts in Follow Up Boss
- Create or update contacts in Follow Up Boss when new companies are added to HubSpot
- Create HubSpot companies from new Follow Up Boss contacts
- Create new Follow Up Boss inquiries or website events from new HubSpot form submissions
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- Create or update HubSpot contacts from new Follow Up Boss contacts
- Update HubSpot contacts when Follow Up Boss persons stage changes
- Create or update Follow Up Boss contacts when new or updated HubSpot companies are detected
- Create new Follow Up Boss inquiries or website events from new HubSpot contacts in list