Follow Up Boss + Salesforce Integrations

How to connect Follow Up Boss + Salesforce

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Create notes in Follow Up Boss for updated records in Salesforce

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

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Add new Follow Up Boss contacts to Salesforce campaigns as leads

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Create Salesforce records for new Follow Up Boss contacts

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Update Follow Up Boss contacts when Salesforce records change

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Create notes in Follow Up Boss for updated Salesforce records

Premium

Details

Try it

Create notes in Follow Up Boss for updated records in Salesforce

Premium

Details

Try it

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

Premium

Details

Try it

Add new Follow Up Boss contacts to Salesforce campaigns as leads

Premium

Details

Try it

Create Salesforce records for new Follow Up Boss contacts

Premium

Details

Try it

Update Follow Up Boss contacts when Salesforce records change

Premium

Details

Try it

Create notes in Follow Up Boss for updated Salesforce records

Premium

Details

Try it

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
Create Salesforce contacts from new Follow Up Boss contacts
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Follow Up Boss + Salesforce
Create Salesforce leads from new Follow Up Boss contacts
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Follow Up Boss + Salesforce

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

Create Salesforce contacts from new Follow Up Boss contacts

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Follow Up Boss + Salesforce

Create Salesforce leads from new Follow Up Boss contacts

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Follow Up Boss + Salesforce

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Supported triggers and actions

What does this mean?

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
- Owner
- App ExtensionRequired
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Salesforce ObjectRequired
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
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 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
Action
Write
- Lead to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

How Follow Up Boss + Salesforce Integrations Work

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

Connect apps

Connect Follow Up Boss + Salesforce

Follow Up Boss Tutorials

Salesforce Tutorials

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, Zapier

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, Zapier

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Follow Up Boss + Salesforce Integrations

How to connect Follow Up Boss + Salesforce

Create notes in Follow Up Boss for updated records in Salesforce

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

Update Follow Up Boss contacts when Salesforce records change

Create notes in Follow Up Boss for updated Salesforce records

Create notes in Follow Up Boss for updated records in Salesforce

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

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

Create Salesforce contacts from new Follow Up Boss contacts

Create Salesforce leads from new Follow Up Boss contacts

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

Create Salesforce contacts from new Follow Up Boss contacts

Create Salesforce leads from new Follow Up Boss contacts

Connect your apps and automate workflows

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Contact Phone, Email, or IDRequired

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

App Extensions (Beta)

Owner

App ExtensionRequired

Find a Contact

Contact Phone, Email, or IDRequired

New Record

Salesforce ObjectsRequired