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Follow Up Boss + Pixifi

Create leads in Pixifi for new Follow Up Boss contacts

Effortlessly manage and nurture new leads with this workflow between Follow Up Boss and Pixifi. When a new contact is added in Follow Up Boss, a lead will be created in Pixifi, ensuring your sales team stays organized and can efficiently follow up with potential clients. Save time and keep your client information up-to-date with this powerful automation.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create LeadThis will create a new Lead in Pixifi.
ActionWrite

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More things you can do with Follow Up Boss and Pixifi

Discover other triggers and actions you can use with Follow Up Boss and Pixifi

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
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write

- Contact
  Required
- File name
  Required
- File URL
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write

- Contact Phone, Email, or ID
  Required
- Note
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
- Specific Custom Trigger
  Required
Trigger
Instant
Try It
- Specific Custom Trigger
  Required
Trigger
Instant
Try It
- Time Before (Unit Type)
  Required
- Event Type
- Brand
- Time Before
  Required
Trigger
Polling
Try It
- Brand
Trigger
Instant
Try It
- Lead Status
- Event Type
- Brand
Trigger
Instant
Try It
- Event Type
- Brand
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Project Type
Trigger
Instant
Try It
- Payment Type
- Brand
Trigger
Instant
Try It
- Project Type
- Project Status
- Brand
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Notification Type
Trigger
Instant
Try It
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
Action
Write
- The Event ID
  Required
- Event Status
Action
Write
- Invoice Type
  Required
- Due Date
  Required
- Invoice Subject/Title
  Required
- Issue Date (Created on Date)
- Custom Invoice ID
- PO Number (Purchase Order)
- Tax Rate 1
- Tax Profile (For Tax Rate 1)
- Tax Rate 2
- Tax Profile (For Tax Rate 2)
- Tax Rate 3
- Tax Profile (For Tax Rate 3)
- Object Owner ID
- Customer ID
- Notes
- Lineitem Type
  Required
- Lineitem Price
- Lineitem Is Taxable?
- Lineitem Quantity
  Required
- Lineitem Description
- Lineitem Longer Description
- Lineitem Cost
- LIneitem Image Thumbnail URL
Action
Write
- Brand
- Event Name
- Event Type
- Event Date
- Event Start Time
- Event End Time
- Event End Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
- Google Click Identifier (gclid)
- 3rd Party Lead Form Submission Idempotency Key
Action
Write
- The Lead ID
  Required
- Lead Status
Action
Write
- Project Name
  Required
- Project Type
- Project Start Date
- Project Client
- Project Status
- Project Notes
Action
Write
- Client's ID
  Required
Action
Search
- Event Type Name
  Required
Action
Search
- First Name
- Last Name
- Email Address
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
Action
Search or write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Trigger
Instant
Try It
- Specific Custom Trigger
  Required
Trigger
Instant
Try It
- Specific Custom Trigger
  Required
Trigger
Instant
Try It
- Event Type
- Event Status
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Expense Category
- Brand
Trigger
Instant
Try It
- Brand
- Date Is Already Booked?
- Another Lead Has Same Date
- Event Type
Trigger
Instant
Try It
- Task Category
- Assigned To
Trigger
Instant
Try It
- Product Type
- Product Status
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Trigger
Instant
Try It
- Task Category
- Assigned To
Trigger
Instant
Try It
- Event Date
  Required
- Event Type
  Required
- Client's Name
- Event Name
- Event End Date
- Event Start Time
- Event End Time
- Event Arrival Time
- Notes
Action
Write
- Expense Date
- Expense Amount
- Expense Description
- Expense Category
- Expense Bank Account Name
- Expense Receipt Image URL
Action
Write
- Email Address
- Phone Number
- File Name
- File Link/Url
  Required
Action
Write
- Brand
- Project Type
- Project Name
- Start Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
Action
Write
- Brand
  Required
- Payment Type
  Required
- Payment Amount
  Required
- Payment Received Date
  Required
- Transaction ID
  Required
- Due Date (optional)
- Fee Amount
Action
Write
- Task Title
  Required
- Task Due Date
  Required
- Task Assigned To
- Task Notes/Description
- Task Category
Action
Write
- First Name
- Last Name
- Email Address
Action
Search
- First Name
- Last Name
- Email Address
Action
Search

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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Pixifi

Pixifi is a business management app for creative professionals.

Learn moreLearn moreHelpHelp

Related categories

Event Management