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Follow Up Boss + OpenPhone

Create notes in Follow Up Boss when call recordings are completed in OpenPhone

Easily keep track of phone conversations with this workflow between OpenPhone and Follow Up Boss. Whenever a call recording is completed in OpenPhone, a note is instantly created in Follow Up Boss, providing a convenient reference for future follow ups. This makes it simple to document and manage your crucial communication data.

Easily keep track of phone conversations with this workflow between OpenPhone and Follow Up Boss. Whenever a call recording is completed in OpenPhone, a note is instantly created in Follow Up Boss, providing a convenient reference for future follow ups. This makes it simple to document and manage your crucial communication data.

  1. When this happens...
    OpenPhoneOpenPhone
    Call Recording Completed

    Triggers when a call recording has finished.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
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follow-up-boss logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Related categories