Follow Up Boss

Follow Up Boss + Retently Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Follow Up Boss and Retently, with as many as 60 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Follow Up Boss + Retently and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Contact

Fires when a new contact is created in Follow 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.

New Deal

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

Create Note

Creates a note on a contact

Tag Added to Contact

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

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

NPS Score Updated

Triggers when the NPS score is updated.

Create or Update Customer

Creates a new customer or update an existing one.

Customer Unsubscribed

Triggers when a customer unsubscribes.

Create Customer and Send Survey

Creates a new customer (if one does not exist) and sends a survey to the customer immediately.

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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.

Retently NPS helps you efficiently measure customer satisfaction, collect valuable client feedback that you can act on.

See Retently Integrations