Follow Up Boss + Leader CRM

Follow Up Boss + Leader CRM integrations

Add new Follow Up Boss contacts to Leader CRM as contacts

Automate your real estate lead management process with this efficient workflow between Follow Up Boss and Leader CRM. When a new contact is added in Follow Up Boss, this automation will instantly create a corresponding contact in Leader CRM. That way, you can seamlessly keep track of your leads and build stronger relationships without any manual work.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Follow Up Boss and Leader CRM

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

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
New Activity
Triggers when a new record is added to the Last Activity column.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Full name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone number
- Email
- Url
- Address
- Birthday
- Note
Action
Write
- Title
  Required
- Contact id
- Assigned to
- Reminder date
- Due date
- Note
Action
Write
- Name
- Phone
- Email
Action
Search
- Full name
- Phone number
- Email
- Job title
- Company
- Assigned to
- Labels
- Status
- Url
- Address
- Birthday
- Note
Action
Search or 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Contact id
  Required
- Note
  Required
Action
Write
- Id
  Required
- Name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone
- Email
- Ur
- Address
- Birthday
- Note
Action
Write
- Name
- Phone
- Email
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 Leader CRM

Leader helps businesses to capture and manage leads & customers on the go.