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Follow Up Boss + OpenPhone

Update stages of contacts in Follow Up Boss when new calls are completed in OpenPhone

Ensure a swift response to your completed phone calls on OpenPhone by updating the stage of a contact in Follow Up Boss. This automated workflow makes it easier to manage your contacts as it promptly changes the contact's stage after a call, enabling effective follow-up action. Now, never miss out on significant interactions with your clients.

Ensure a swift response to your completed phone calls on OpenPhone by updating the stage of a contact in Follow Up Boss. This automated workflow makes it easier to manage your contacts as it promptly changes the contact's stage after a call, enabling effective follow-up action. Now, never miss out on significant interactions with your clients.

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

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Change Stage of a Contact

    Changes the stage of an existing 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
follow-up-boss logo
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

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