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  • Salesforce logoSalesforce logo

Follow Up Boss + Salesforce Integrations

How to connect Follow Up Boss + Salesforce

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  • Follow Up Boss triggers, actions, and search
    New Appointment
    Fires when a new appointment is created in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    New Deal
    Fires when a new deal is created in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    Deal Stage Updated
    Fires when the stage of a deal is updated in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    New Contact
    Fires when a new contact is created in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    Person Stage Updated
    Fires when a contact's stage is updated in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    Tag Added to Contact
    Fires when a tag is added to a contact in Follow Up Boss.
    Trigger
    Instant
  • Follow Up Boss triggers, actions, and search
    Add Collaborators
    Adds selected users as collaborated on a given contact.
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    Add Tags to a Contact
    Adds tags to a contact.
    Action
    Write
  • Follow Up Boss

    Applies a selected action plan to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Changes the stage of an existing contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    Scheduled

    Action

  • Follow Up Boss

    Creates a deal on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a note on a contact

    Scheduled

    Action

  • Follow Up Boss

    Create a task for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Logs a call on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Pauses a selected action plan for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Assign a different agent to this contact.

    Scheduled

    Action

  • Follow Up Boss

    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.

    Scheduled

    Action

  • Follow Up Boss

    Search for a contact by email, phone number, or Follow Up Boss ID.

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Follow Up Boss + Salesforce Integrations Work

  1. Step 1: Authenticate Follow Up Boss and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
follow-up-boss logo
follow-up-boss logo

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
salesforce logo
salesforce logo

About Salesforce

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

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