Follow Up Boss + iClosed

Follow Up Boss + iClosed integrations

Manage new iClosed potential contacts by creating or updating them in Follow Up Boss without triggering action plans

Strengthen your client follow-up process with this seamless, automatic flow between iClosed and Follow Up Boss. When a potential contact appears in iClosed, the workflow will update or create a new contact in Follow Up Boss, ensuring no contact is missed or left unattended. Simplify your contact management and keep your database always up-to-date.

When this happens...
Contact UpdatedTriggers when a contact is updated.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with iClosed and Follow Up Boss

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

- Custom Field ID
  Required
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
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- Event Type
  Required
Trigger
Instant
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Note Added
Triggers when a note is added.
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
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- Outcome
  Required
Trigger
Instant
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- Event Call ID
  Required
- Outcome
  Required
- Notes
Action
Write

- Contact ID
  Required
- User ID
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Event Name
Action
Write
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact ID
  Required
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- 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

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call Outcome
  Required
- Trigger When Outcome is:
Trigger
Instant
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- Final Status
  Required
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
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- Event Type
  Required
Trigger
Instant
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Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write
- Event Call ID
  Required
- Cancel Reason
Action
Write
- Contact ID
  Required
- Notes
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- 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

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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About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

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Related categories

Scheduling & Booking

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