Follow Up Boss + Rex

Follow Up Boss + Rex integrations

Create new Rex profiles for every new contact in Follow Up Boss

Streamline your contact management process with this convenient workflow. Once a new contact is added in Follow Up Boss, a corresponding profile is immediately created in the Rex app. This efficient process ensures all your important contact details are consistently up-to-date across your platforms, simplifying your customer relationship management.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Match ProfileCreates a Match Profile for a Contact (if one doesn't exist)
ActionWrite

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More things you can do with Follow Up Boss and Rex

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

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 ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- 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 ID
  Required
- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to type
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact IDs
- Property IDs
- Note
  Required
Action
Write
- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Associated record type
  Required
- Record ID
  Required
Action
Write
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  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
- Contact Phone, Email, or ID
  Required
Action
Search
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Lead ID
  Required
- Assignee
  Required
Action
Write
- Your Rex Agency Account
  Required
- Match Profile Category
  Required
- Contact ID
  Required
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Due date
  Required
- Remindee
  Required
- Priority
  Required
- Contact ID
- Listing ID
- Property ID
- Description
  Required
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Track
  Required
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency Account
  Required
- Calendar Event ID
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
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.

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About Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.