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Quickly connect Follow Up Boss to LinkedIn with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Follow Up Boss with LinkedIn - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create Company Update" in LinkedIn.
You’re connected!
Zapier seamlessly connects Follow Up Boss and LinkedIn, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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Learn how to automate Follow Up Boss on the Zapier blog
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Frequently Asked Questions about Follow Up Boss + LinkedIn integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and LinkedIn
How can I integrate Follow Up Boss with LinkedIn?
You can integrate Follow Up Boss with LinkedIn using an automation tool such as Zapier. This integration typically involves setting up triggers based on certain actions in LinkedIn, which then result in specific actions within Follow Up Boss.
What triggers are available for the Follow Up Boss and LinkedIn integration?
Common triggers include new connection requests, messages received, or posts made on LinkedIn. These triggers can initiate automated follow-ups or lead updates in Follow Up Boss.
Can I update contact information in Follow Up Boss when a LinkedIn connection changes their job position?
Yes, you can set a trigger to detect job position changes of your connections on LinkedIn, which will automatically update their contact information in our real estate CRM system.
Is it possible to automate follow-up emails to new LinkedIn connections through Follow Up Boss?
Absolutely. You can set up an action where each time you gain a new connection on LinkedIn, a follow-up email is automatically sent from Follow Up Boss welcoming them or introducing your services.
Are there any limitations to the types of data that can be synced between Follow Up Boss and LinkedIn?
Generally, only public data available from your connections or activities directly related to your profile can be integrated. This includes basic contact details and interactions but excludes private messages unless consent is granted.
How frequent are updates between LinkedIn and Follow Up Boss after setting up the integration?
The frequency of updates depends on how the integration is configured but typically ranges from instant updates to daily summaries depending on your chosen plan and setup.
Can I customize the triggers and actions for different types of LinkedIn activities?
Yes, our system allows you to customize which activities act as triggers and what subsequent actions occur within Follow Up Boss, offering flexibility to meet various business needs.