Follow Up Boss + SmartReach

Follow Up Boss + SmartReach integrations

Add new Follow Up Boss contacts to SmartReach campaigns as prospects

Efficiently manage your sales pipeline with this seamless automation that connects Follow Up Boss and SmartReach. When you add a new contact in Follow Up Boss, this workflow will assign the prospect to a campaign in SmartReach, ensuring consistent and timely communication with your potential clients. Make your sales process smoother and more organized, without any manual effort.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Assign Prospect to CampaignAssigns prospect to a campaign.
ActionWrite

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More things you can do with Follow Up Boss and SmartReach

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

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 Link Click
Triggers when a prospect clicks a link (if click tracking is enabled on the campaign).
Trigger
Instant
Try It
New Invalid Email
Triggers when a prospect's email is found to be invalid.
Trigger
Instant
Try It
New Opened Email
Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign).
Trigger
Instant
Try It
New Reply
Triggers when a new reply is received.
Trigger
Instant
Try It
Create Prospect
Creates a prospect.
Action
Write
Assign Prospect to Campaign
Assigns prospect to a campaign.
Action
Write
- Email
  Required
Action
Write
- Email
  Required
- Tags (give comma-separated tags e.g.: tag1,tag2)
  Required
Action
Write
Update Prospect
Updates an existing prospect based on email address.
Action
Write
- Email
  Required
Action
Search or write

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 Campaign Completed for Prospect
Triggers when a campaign is completed for a prospect.
Trigger
Instant
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Email Sent
Triggers when an email is sent to a prospect.
Trigger
Instant
Try It
Updated Prospect Category
Triggers when a prospect's category is updated.
Trigger
Instant
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New Opt Out From Campaign
Triggers when a prospect opts out of a campaign via opt-out link.
Trigger
Instant
Try It
- Email
  Required
- Tags (give comma-separated tags e.g.: tag1,tag2)
  Required
Action
Write
- Domain
  Required
Action
Write
- Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Email
  Required
Action
Search

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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About SmartReach

SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.

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