Follow Up Boss + LaunchBay

Follow Up Boss + LaunchBay integrations

Update projects in LaunchBay when stages are updated in Follow Up Boss

Stay on top of your client management with this efficient workflow. When a person's stage is updated in Follow Up Boss, a corresponding project is created in LaunchBay. This allows you to seamlessly transition from client tracking to project management, making your process smoother and saving valuable time. This automatic transition ensures that all your client interactions are effectively utilized.

When this happens...
Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create ProjectCreates a new project in LaunchBay (optionally using a defined template).
ActionWrite

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More things you can do with Follow Up Boss and LaunchBay

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

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 Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
Try It
File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
Try It
Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
Try It
Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
Try It
- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or Summary
  Required
- Generate a summary of this meeting using AI
  Required
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search against
  Required
- Search
  Required
- Exact Match
  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
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
Try It
Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
Try It
- Portal Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  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 LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Related Zap Templates

Create new LaunchBay projects for each newly tagged contact in Follow Up Boss

Update projects in LaunchBay when deal stages are changed in Follow Up Boss