Follow Up Boss + Shaker

Follow Up Boss + Shaker integrations

Create contacts and deals in Shaker when person stages are updated in Follow Up Boss

Save time opening transactions by adding qualified contacts to Shaker immediately when they convert in Follow Up Boss.

When this happens...
Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this...
Create ContactCreates a new contact.
ActionWrite
then do this!
Create DealCreates a new deal.
ActionWrite

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More things you can do with Follow Up Boss and Shaker

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

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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal Type
Triggers when a new deal type is created.
Trigger
Polling
Try It
New Team Member
Triggers when a new team member is created
Trigger
Polling
Try It
- Contact
  Required
- Deal Type
  Required
- Deal Stage
- Agent
- Address (Full)
- Street
- Street 2
- City
- State
- Zip
Action
Write
- Name
  Required
Action
Search
- Email
  Required
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
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Stage
Triggers when a new stage is created
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Address - Street
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Lead Source
- Note
- Tags
Action
Write
- Email
  Required
Action
Search
- Name
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Address - Street
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Lead Source
- Note
- Tags
Action
Search or write

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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CRM (Customer Relationship Management)

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About Shaker

Shaker is a collaborative client relationship and workflow manager for real estate teams.