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Follow Up Boss + OpenPhone

Create new inquiries or website events in Follow Up Boss for every incoming message received in OpenPhone

Stay on top of your sales tasks using this seamless process. Every incoming message on OpenPhone sets off the creation of a new inquiry or website event in Follow Up Boss. This automation ensures each message folds perfectly into your exhaustive sales endeavors, enhancing your ability to track potential leads more effectively. Enjoy a flawless exchange of information without requiring any manual efforts.

Stay on top of your sales tasks using this seamless process. Every incoming message on OpenPhone sets off the creation of a new inquiry or website event in Follow Up Boss. This automation ensures each message folds perfectly into your exhaustive sales endeavors, enhancing your ability to track potential leads more effectively. Enjoy a flawless exchange of information without requiring any manual efforts.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Message Received

    Triggers when you receive a message.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    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

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