Follow Up Boss + Sperse

Add or update Sperse contacts when new contacts are created in Follow Up Boss

Keep your contacts organized and updated with this intuitive workflow between Follow Up Boss and Sperse. When you add a new contact in Follow Up Boss, this automation will either add or update the contact in Sperse, ensuring your contact information is always current and in one place. Streamline your contact management process and stay on top of essential client information with this seamless connection.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Add or Update Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

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 IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
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 IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Get Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Instant
Try It
- Match Existing Contact
- Override Lists
- Ignore Invalid Values
- Contact XREF
- Contact TypeRequired
- Create User
- User Password
- Send Welcome Email
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Driving License
- Driving License State
- Is Active Military Duty
- Is US Citizen
- Preferred Time of Day
- Person Affiliate Code
- Personal
- Alternative Personal
- Other Personal
- Work
- Alternative Work
- Other Work
- Mobile
- Mobile Ext
- Home
- Home Ext
- Work
- Work Ext
- Work 2
- Work 2 Ext
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Website
- LinkedIn
- Photo URL
- Facebook
- Instagram
- Twitter
- Google Reviews
- AngelList
- Zoom
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Company Name
- Organization Type
- Is Employed
- Job Title
- Employment Start Date
- Employee Count
- Date Founded
- EIN
- Annual Revenue
- Industry
- Company Phone
- Company Phone Extention
- Company Fax Number
- Company Email
- Company Website
- Company Facebook
- Company LinkedIn
- Company Instagram
- Company Twitter
- Company Google Reviews
- Company Crunchbase
- Company BBB URL
- Company Zoom
- Company Calendly
- Company Logo URL
- Company Affiliate Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Source Code
- Channel Code
- Affiliate Code
- Campaign ID
- Google Click ID
- Referer URL
- Applicant ID
- Application ID
- IP Address
- User Agent
- Site ID
- Site URL
- Date Created
- Entry URL
- Lead Stage Name
- Star
- Rating
- Tags
- Lists
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- UTM Keyword
- UTM AdGroup
- UTM Name
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
Action
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 nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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 IDRequired
Action
Search
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Match Existing Contact
- Contact TypeRequired
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Company Name
- Job Title
- Industry
- Work
- Personal
- Other
- Website
- LinkedIn
- Photo URL
- Work
- Home
- Mobile
- Street
- Address 2
- City
- State Name
- State Code
- Zip Code
- Country Name
- Country Code
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Source Code
- Channel Code
- Affiliate Code
- Referer URL
- Entry URL
Action
Write
- External Contact IDRequired
- Sperse Product CodeRequired
- Payment Period TypeRequired
- Is it Recurring Billing
Action
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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Sperse

Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

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By use case

Follow Up Boss + Sperse

Add or update Sperse contacts when new contacts are created in Follow Up Boss

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Lead

New Subscription

Add or Update Contact (Extended)

Match Existing Contact

Override Lists

Ignore Invalid Values

Contact XREF

Contact TypeRequired

Create User

User Password

Send Welcome Email

Full Name

Prefix

First Name

Middle Name

Last Name