Follow Up Boss + RepMove

Create or update contacts in Follow Up Boss when new contacts are added in RepMove

Keep your contact list up-to-date effortlessly with this automation. As soon as you add a new contact in RepMove, this workflow will simultaneously create or update the contact in Follow Up Boss without triggering any action plans. This is perfect for businesses looking to streamline their contact management processes and ensure complete, consistent contact data across multiple platforms.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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Supported triggers and actions

All Users
Triggers when a new user is added to your company.
Trigger
Polling
Try It
- Account IDRequired
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
Update Account/Prospect
Triggers when an account/prospect is updated.
Trigger
Polling
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Polling
Try It

- Reference (By Default Account ID)Required
- TextRequired
Action
Write
- User EmailRequired
- Reference (By Default Account ID)Required
- Description
- Start Date. Example: (06/06/2023)
- Start Time. Example: (01:00)
- End Date. Example: (06/07/2023)
- End Time. Example: (02:00)
Action
Write

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
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- 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
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Account/Prospect
Triggers when a new account/prospect is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Account IDRequired
Trigger
Polling
Try It
- Reference (By Default Account ID)
- Contact NameRequired
- Position
- Address
- Address Lat
- Address Lng
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
- Phone 6
- Comment 1
- Comment 2
- Comment 3
- Comment 4
- Comment 5
- Comment 6
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
- Email 6
Action
Write
- User Email(s) Example: email@test.com, email2@test.comRequired
- Reference (By Default Account ID)
- Account/Prospect NameRequired
- CategoryRequired
- TypeRequired
- Account Info
- Address
- Address Lat
- Address Lng
- Website
- Email
- Phone Number
- Extension
- Tags
- Source
Action
Write
- User Email
Action
Search
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 nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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
- Contact Phone, Email, or IDRequired
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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About RepMove

RepMove empowers sales reps and sales teams to become more effective in planning their daily activities with daily sales route mapping and detailed account & contact organization.

Related categories

Sales & CRM

Follow Up Boss + RepMove

Create or update contacts in Follow Up Boss when new contacts are added in RepMove

All Users

New Account Contact

New Note

Update Account/Prospect

Update Contact

Create a Note

Create Task

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

New Account/Prospect

New Contact

New Task

Update Account Contact

Create or Update Contact

Create or Update Account or Prospect

Find User

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About RepMove

Related categories