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

Our most popular template

Export new smartercontact triggers to create or update contacts in Follow Up Boss without triggering action plans
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smartercontact + Follow Up Boss
Export new smartercontact contacts and create tasks in Follow Up Boss
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smartercontact + Follow Up Boss
Export new smartercontact triggers to create deals in Follow Up Boss
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smartercontact + Follow Up Boss
Export new contacts from smartercontact and add tags to them in Follow Up Boss
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smartercontact + Follow Up Boss

Export new smartercontact triggers to create or update contacts in Follow Up Boss without triggering action plans

Details

Try it

smartercontact + Follow Up Boss

Export new smartercontact contacts and create tasks in Follow Up Boss

Details

Try it

smartercontact + Follow Up Boss

Export new smartercontact triggers to create deals in Follow Up Boss

Details

Try it

smartercontact + Follow Up Boss

Export new contacts from smartercontact and add tags to them in Follow Up Boss

Details

Try it

smartercontact + Follow Up Boss

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

How Zapier works

Zapier makes it easy to integrate smartercontact with Follow Up Boss - 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 "Export Contact Trigger" from smartercontact.

Add your action

An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.

You’re connected!

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

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.

- Title
  Required
Trigger
Instant
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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
  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 Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- 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

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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

Practical ways you can use smartercontact and Follow Up Boss

Track exported contacts in Follow Up Boss

When a contact is exported from Smarter Contact, Zapier automatically creates a new contact record in Follow Up Boss. This keeps your CRM up-to-date without manual intervention, so you can focus on growing your business.

Business Owner

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Sync stages across tools

When the stage of a contact is updated in Follow Up Boss, Zapier triggers an update to Smarter Contact, ensuring all teams are aligned. This eliminates the risk of outdated information and improves cross-team efficiency.

Marketing & Marketing Ops

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Log new appointments in Smarter Contact

When a new appointment is created in Follow Up Boss, Zapier logs it in Smarter Contact. This ensures your messaging campaigns are aligned with sales activities, helping to nurture leads effectively.

Sales Ops

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Learn how to automate Follow Up Boss on the Zapier blog

Make work flow with AI

Level up your smartercontact to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About smartercontact

Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

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

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

Set up your first integration

Export new smartercontact triggers to create or update contacts in Follow Up Boss without triggering action plans

Export new smartercontact contacts and create tasks in Follow Up Boss

Export new smartercontact triggers to create deals in Follow Up Boss

Export new contacts from smartercontact and add tags to them in Follow Up Boss

Export new smartercontact triggers to create or update contacts in Follow Up Boss without triggering action plans

Export new smartercontact contacts and create tasks in Follow Up Boss

Export new smartercontact triggers to create deals in Follow Up Boss

Export new contacts from smartercontact and add tags to them in Follow Up Boss

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

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

Practical ways you can use smartercontact and Follow Up Boss

Track exported contacts in Follow Up Boss

Sync stages across tools

Log new appointments in Smarter Contact

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Make work flow with AI

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