Follow Up Boss + InvestorFuse

Follow Up Boss + InvestorFuse integrations

Create new InvestorFuse opportunities from new Follow Up Boss appointments

Streamline your real estate operations with this efficient workflow. Upon scheduling a new appointment in Follow Up Boss, a fresh investment opportunity is instantly created in InvestorFuse. This not only boosts productivity but also ensures no potential investments slip through the cracks, all the while requiring minimal additional effort on your part.

When this happens...
New AppointmentFires when a new appointment is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create a New OpportunityCreates an Opportunity
ActionWrite

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More things you can do with Follow Up Boss and InvestorFuse

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

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
- Team
  Required
- Campaign
  Required
- Seller Email
- seller phone
- Seller First Name
- Seller Last Name
- Mailing Street Address
- Mailing City
- Mailing State Code (ex FL)
- Mailing Zip Code
- Property Street Address
- Property City
- Property State Code (ex FL)
- Property Zip Code
- Motivation
- Property Type
- Is Listed
- Price Listed
- Bedrooms
- Bathrooms
- Size (sqft)
- Size
- Lot Size
- Basement
- occupancy
- Year Built
- repairs
- Current Rent Price
- Renting for
- Going Rental Rate
- mortgage
- Monthly Payment
- Market Value
- Taxes
- Asking Price
- Listed Price
- Reason For Selling
- Time To Sell
- Notes
- Link To Files
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

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 InvestorFuse

InvestorFuse is a lead conversion system for Real Estate Investors.