Follow Up Boss

Follow Up Boss + SharpSpring Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Follow Up Boss and SharpSpring, with as many as 20 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Follow Up Boss + SharpSpring and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Tag Added to Contact

Triggers when a tag is added to a contact for the first time.

New Inquiry or Website Event

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.

New Contact

Fires when a new contact is created in Follow Up Boss.

Create or Update Contact Without Triggering Action Plans

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

New Account

A new Account is created in SharpSpring.

Create Account

Create an Account in SharpSpring.

New Page Visit Event

When a lead visits a new page in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.

New Opportunity

A new Opportunity is created in SharpSpring.

Create/Update Opportunity

Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.

You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

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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.

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

See SharpSpring Integrations