Follow Up Boss + Kixie

Follow Up Boss + Kixie integrations

Add new tagged contacts in Follow Up Boss to powerlists in Kixie

Enhance your sales operations by streamlining your contact management process. When a tag is updated on a contact within Follow Up Boss, the change is immediately mirrored on the corresponding contact in Kixie. This efficient workflow removes the necessity for manual data entry, making certain that your sales team always has the most current and relevant contact data. This is a valuable tool for increasing your sales team's effectiveness.

When this happens...
Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Add to PowerlistAdds a phone number to a Kixie Powerlist.
ActionWrite

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More things you can do with Follow Up Boss and Kixie

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

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
- Powerlist ID
  Required
- Phone Number
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- First Name
- Last Name
- Email
- Title
- Company Name
- Next Call Refresher
- Duplicate Handling
  Required
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
Action
Write
- Target Phone Number
  Required
- Cadence ID
  Required
- Display Name
Action
Write
- Target Phone Number
  Required
- Cadence ID
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Team SMS ID
  Required
- Kixie Team SMS Phone Number
- Target Phone Number
  Required
- SMS Message
  Required
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
- Sender Email Address
  Required
- Phone Number
  Required
- SMS Message
  Required
- Country Code
- More Information
Action
Write
- User Email Address
  Required
- Target Phone Number
  Required
- Action Display Name
- Action Type
  Required
- Queue ID
- More Information
Action
Write
- User Email Address
  Required
- Target Phone Number
  Required
- Queue ID
  Required
Action
Write
- Phone Number
  Required
- Powerlist ID
  Required
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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CRM (Customer Relationship Management)

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About Kixie

Seamless Integrated Voice Powerful voice and software tools for sales and customer service teams.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Add new tagged contacts in Follow Up Boss to cadences in Kixie

Related Zap Templates

Add new tagged contacts in Follow Up Boss to cadences in Kixie