Follow Up Boss + LearningSuite

Create LearningSuite members for new Follow Up Boss contacts

Streamline your onboarding process by connecting Follow Up Boss and LearningSuite with this efficient workflow. When you add a new contact in Follow Up Boss, it automatically creates a member in LearningSuite, saving time and ensuring consistency. Eliminate manual data entry and help your new members begin their learning journey faster with this seamless integration.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Member
Creates a Member with Email, Firstname and Lastname and sends out the Login information to the Member
ActionWrite

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Supported triggers and actions

What does this mean?

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 IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
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 IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Course Progress AboveRequired
- Course
- Test Course
- Test User
Trigger
Instant
Try It
- CourseRequired
Trigger
Instant
Try It
- Test User
Trigger
Instant
Try It
User Created
Triggers when a new user has been added to the platform
Trigger
Scheduled
Try It
- MemberRequired
- ActionRequired
Action
Write
- User Id
- Bundles
- Access Date (Default = now)
- Disable Course Access Notification Email
Action
Write
- GroupRequired
- CoursesRequired
- Disable Course Access Notification Email
Action
Write
- User IDRequired
- Date for access check
Action
Write
- Hub TitleRequired
- Internal NameRequired
- TemplateRequired
- Sort IndexRequired
- PublishRequired
Action
Write
- CourseRequired
- Immediately Publish Course
- Lesson sorting position
- NameRequired
- Video Url
- HTML content
Action
Write
- GroupRequired
Action
Write
- Include never logged in members
- Limit
- Include Groups
- Days not logged in
- Offset
Action
Write
- UserRequired
- BundlesRequired
Action
Write
- HubRequired
- Members
- Groups
- Bundles
Action
Write
- CourseRequired
- UserRequired
- New Module AccessRequired
Action
Write
- Group NameRequired
- Include Users
Action
Search
- Group NameRequired
- Include Users
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 nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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 IDRequired
Action
Search
- Course
- Module
- Lesson
- Test User
- Test Course
- Test Module
- Test Lesson
Trigger
Instant
Try It
New Feedback
Triggers when a user submits a new feedback
Trigger
Instant
Try It
- Course
Trigger
Instant
Try It
- Not Logged in for DaysRequired
- Include users who have not logged in yetRequired
Trigger
Scheduled
Try It
- GroupRequired
- BundlesRequired
- Disable Course Access Notification Email
Action
Write
- UserRequired
- CoursesRequired
- Access Date (Default = now)
- Disable Course Access Notification Email
Action
Write
- UsersRequired
- GroupsRequired
- Disable Course Access Notification Email
Action
Write
- Group NameRequired
Action
Write
- HubRequired
- Members
- Groups
- Bundles
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
Action
Write
- UserRequired
Action
Write
- MemberRequired
- CourseRequired
- Date for access check
Action
Write
- UserRequired
- CoursesRequired
Action
Write
- UsersRequired
- GroupsRequired
Action
Write
- First name
- Last name
- Phone
- About
- Position
- City
- Enabled
- UserRequired
Action
Write
- EmailRequired
- Include Groups
Action
Search
- EmailRequired
- Include Groups
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
Action
Search or 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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About LearningSuite

Learningsuite is an E-Learning Plattform

Learn more Help

Related categories

Education

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + LearningSuite

Create LearningSuite members for new Follow Up Boss contacts

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Course Progress Changed

Course Progress AboveRequired

Course

Test Course

Test User

New Access Request

CourseRequired

New Login

Test User

User Created

Activate/Deactivate Member

MemberRequired

ActionRequired

Add Bundles to Member

User Id

Bundles

Access Date (Default = now)

Disable Course Access Notification Email