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Create Salesforce records when new tags are added to contacts in Follow Up Boss
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Follow Up Boss + Salesforce
Add new Follow Up Boss contacts to Salesforce campaigns as leads
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Follow Up Boss + Salesforce
Create Salesforce records for new Follow Up Boss contacts
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Follow Up Boss + Salesforce
Create notes in Follow Up Boss for updated records in Salesforce
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Salesforce + Follow Up Boss
Update Follow Up Boss contacts when Salesforce records change
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Salesforce + Follow Up Boss
Create notes in Follow Up Boss for updated Salesforce records
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Salesforce + Follow Up Boss

Create Salesforce records when new tags are added to contacts in Follow Up Boss

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Follow Up Boss + Salesforce

Add new Follow Up Boss contacts to Salesforce campaigns as leads

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Follow Up Boss + Salesforce

Create Salesforce records for new Follow Up Boss contacts

Details

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Follow Up Boss + Salesforce

Create notes in Follow Up Boss for updated records in Salesforce

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Salesforce + Follow Up Boss

Update Follow Up Boss contacts when Salesforce records change

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Salesforce + Follow Up Boss

Create notes in Follow Up Boss for updated Salesforce records

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Salesforce + Follow Up Boss

Update Follow Up Boss contacts without triggering action plans when Salesforce records have updated fields
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Salesforce + Follow Up Boss
Create Salesforce leads when new tags are added to contacts in Follow Up Boss
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Follow Up Boss + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Follow Up Boss with Salesforce - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Follow Up Boss and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- 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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag name
  Required
Trigger
Instant
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- 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
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Follow Up Boss and Salesforce

Sync real estate contacts with Salesforce.

When a new contact is added to Follow Up Boss, Zapier creates a corresponding lead or contact in Salesforce. This helps business owners streamline lead management and ensures critical customer information is available in Salesforce without manual entry.

Business Owner

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Add website inquiry events to Salesforce for analysis.

When a new website inquiry or event occurs in Follow Up Boss, Zapier logs the event as a record in Salesforce. This allows IT teams to analyze customer interactions and events in one place for better system insights.

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Alert the marketing team about updated lead stages.

When Follow Up Boss updates a contact's stage, Zapier can send the marketing team an email notification via Salesforce. This keeps the marketing team in the loop, enabling faster decision-making for campaigns targeted at leads.

Marketing & Marketing Ops

Try it

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Follow Up Boss to Salesforce on the world's largest no-code automation platform

Explore Follow Up Boss + Salesforce Integrations

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Connect Follow Up Boss and Salesforce to unlock the power of automation

Set up your first integration

Create Salesforce records when new tags are added to contacts in Follow Up Boss

Add new Follow Up Boss contacts to Salesforce campaigns as leads

Create Salesforce records for new Follow Up Boss contacts

Create notes in Follow Up Boss for updated records in Salesforce

Update Follow Up Boss contacts when Salesforce records change

Create notes in Follow Up Boss for updated Salesforce records

Create Salesforce records when new tags are added to contacts in Follow Up Boss

Add new Follow Up Boss contacts to Salesforce campaigns as leads

Create Salesforce records for new Follow Up Boss contacts

Create notes in Follow Up Boss for updated records in Salesforce

Update Follow Up Boss contacts when Salesforce records change

Create notes in Follow Up Boss for updated Salesforce records

Update Follow Up Boss contacts without triggering action plans when Salesforce records have updated fields

Create Salesforce leads when new tags are added to contacts in Follow Up Boss

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Follow Up Boss and Salesforce

Sync real estate contacts with Salesforce.

Add website inquiry events to Salesforce for analysis.

Alert the marketing team about updated lead stages.

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Connect Follow Up Boss to Salesforce on the world's largest no-code automation platform

Explore Follow Up Boss + Salesforce Integrations

Explore Follow Up Boss + Salesforce Integrations