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Quickly connect Follow Up Boss to Slack with a Zapier template.

Our most popular template

Update Slack channel when Follow Up Boss person stage changes.
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Follow Up Boss + Slack
Send Slack channel messages for updated deal stages in Follow Up Boss
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Follow Up Boss + Slack
Create Slack channel messages for new Follow Up Boss deals
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Follow Up Boss + Slack
Create Slack channel messages for new Follow Up Boss appointments
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Follow Up Boss + Slack
Create reminders in Slack for new appointments in Follow Up Boss
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Follow Up Boss + Slack
Send Slack direct messages for new Follow Up Boss contacts
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Follow Up Boss + Slack

Update Slack channel when Follow Up Boss person stage changes.

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Follow Up Boss + Slack

Send Slack channel messages for updated deal stages in Follow Up Boss

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Follow Up Boss + Slack

Create Slack channel messages for new Follow Up Boss deals

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Follow Up Boss + Slack

Create Slack channel messages for new Follow Up Boss appointments

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Follow Up Boss + Slack

Create reminders in Slack for new appointments in Follow Up Boss

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Follow Up Boss + Slack

Send Slack direct messages for new Follow Up Boss contacts

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Follow Up Boss + Slack

Send private Slack messages when new tags are added to Follow Up Boss contacts
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Follow Up Boss + Slack
Send Slack direct messages when Follow Up Boss deal stages are updated
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Follow Up Boss + Slack

How Zapier works

Zapier makes it easy to integrate Follow Up Boss with Slack - 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 Reminder" in Slack.

You’re connected!

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

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Follow Up Boss + Slack integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Slack

How do I set up an integration between Follow Up Boss and Slack?

To set up an integration between Follow Up Boss and Slack, you need to use Zapier. First, log into your Zapier account and create a new Zap. Choose Follow Up Boss as your trigger app and select the trigger event you require, such as 'New Lead' or 'Updated Contact'. Then, choose Slack as the action app and configure an action like 'Send Channel Message' to notify your team.

What are some common triggers for integrating Follow Up Boss with Slack?

Common triggers for integrating Follow Up Boss with Slack include events such as 'New Lead', 'Updated Contact', and 'New Appointment'. These events can automatically send notifications or updates to a specified Slack channel.

Can I send direct messages in Slack when a new lead is added in Follow Up Boss?

Yes, when setting up the Zap between Follow Up Boss and Slack, you can select the trigger 'New Lead' from Follow Up Boss. For the action in Slack, choose 'Send Direct Message' to notify specific team members instantly.

How can I customize the message that gets sent to Slack from Follow Up Boss?

When configuring your action step in Zapier for sending a message from Follow Up Boss to Slack, customize the message by mapping fields from Follow Up Boss data into your message template. This allows personalization with details like lead name or appointment time.

Will I be able to notify my team in real-time about new contacts via Slack?

Yes, using Zapier's instant triggers for events such as 'New Lead' or 'Updated Contact', your team can receive real-time notifications in selected Slack channels whenever there is a new entry in Follow Up Boss.

Is it possible to filter which leads trigger notifications in our Slack channel?

Yes, you can apply filters within your Zap setup on Zapier. This allows notifications to only occur under certain conditions—like leads from specific sources or those meeting particular criteria—ensuring that only relevant updates are sent to your team’s Slack channel.

How do error notifications work when integrating these apps?

Zapier provides built-in error notification settings which alert you via email if there is an issue with the workflow integration between Follow Up Boss and Slack. You can also add steps within Zaps to notify specific people on Slack directly of any errors.

Practical ways you can use Follow Up Boss and Slack

Get notified in Slack about updated deal stages

When a deal stage in Follow Up Boss is updated, Zapier sends a notification to a specific Slack channel. This keeps business owners and key stakeholders informed in real-time about the development of ongoing deals, aiding in streamlined decision-making.

Business Owner

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Alert team in Slack for new Follow Up Boss contacts

When a new contact is added in Follow Up Boss, Zapier triggers an alert in a designated Slack channel. This ensures the marketing team can align strategies quickly as new leads are brought into the system, improving lead response times and campaign targeting.

Marketing & Marketing Ops

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Notify Slack about newly created deals

Whenever a new deal is created in Follow Up Boss, Zapier sends a notification in the designated Slack channel. This helps the sales operations team track deal activity closely and share opportunities with relevant team members, boosting collaboration and visibility.

Sales Ops

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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
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
- Message
  Required
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Name
  Required
- Access type
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- User
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Message
  Required
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
- Channel
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
- ID
  Required
- Optimized data
Action
Search
- Bot Name
- Optimized data
Action
Search

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
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage name
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline name
- Stage name
- Team Member(s)
- 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 Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
  Required
- Reaction
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Channel
  Required
- Users
  Required
Action
Write
- Send Multi Message
- Text
  Required
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- Channel
  Required
- Message ID (ts)
  Required
Action
Search
- Email
- Optimized data
Action
Search
- Full Name
  Required
- Optimized data
Action
Search

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Slack on the Zapier blog

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 Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn moreLearn moreHelpHelp

Related categories

Team Chat

Similar apps

Chatwork

Team Chat

Microsoft Teams

Microsoft, Team Chat

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Team Chat

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

Explore Follow Up Boss + Slack Integrations

email-parser

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

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

Set up your first integration

Update Slack channel when Follow Up Boss person stage changes.

Send Slack channel messages for updated deal stages in Follow Up Boss

Create Slack channel messages for new Follow Up Boss deals

Create Slack channel messages for new Follow Up Boss appointments

Create reminders in Slack for new appointments in Follow Up Boss

Send Slack direct messages for new Follow Up Boss contacts

Update Slack channel when Follow Up Boss person stage changes.

Send Slack channel messages for updated deal stages in Follow Up Boss

Create Slack channel messages for new Follow Up Boss deals

Create Slack channel messages for new Follow Up Boss appointments

Create reminders in Slack for new appointments in Follow Up Boss

Send Slack direct messages for new Follow Up Boss contacts

Send private Slack messages when new tags are added to Follow Up Boss contacts

Send Slack direct messages when Follow Up Boss deal stages are updated

How Zapier works

Choose a trigger

Add your action

You’re connected!

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

Make work flow with AI

Frequently Asked Questions about Follow Up Boss + Slack integrations

Practical ways you can use Follow Up Boss and Slack

Get notified in Slack about updated deal stages

Alert team in Slack for new Follow Up Boss contacts

Notify Slack about newly created deals

Supported triggers and actions

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Learn how to automate Slack on the Zapier blog

How to break your bad Slack habits

How to send Slack notifications for new Calendly events

Create Notion tasks from Slack with ChatGPT and Zapier

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

Explore Follow Up Boss + Slack Integrations

Explore Follow Up Boss + Slack Integrations