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Follow Up Boss + PhoneBurner

Add new tags to contacts in Follow Up Boss and create contacts in PhoneBurner

By integrating Follow Up Boss with PhoneBurner, you can streamline your contact management process. With this workflow, once a tag is added to a contact in Follow Up Boss, a corresponding contact is immediately created in PhoneBurner. Leverage this automation for seamless data transfer and efficient client management.

By integrating Follow Up Boss with PhoneBurner, you can streamline your contact management process. With this workflow, once a tag is added to a contact in Follow Up Boss, a corresponding contact is immediately created in PhoneBurner. Leverage this automation for seamless data transfer and efficient client management.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Tag Added to Contact

    Fires when a tag is added to a contact in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    PhoneBurnerPhoneBurner
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Follow Up Boss triggers, actions, and search

    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
  • Follow Up Boss triggers, actions, and search

    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    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
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

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phoneburner logo
phoneburner logo

About PhoneBurner

PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.

Related categories