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Follow Up Boss + Spinify

Add new Follow Up Boss contacts to Spinify as leads for seamless tracking

Effortlessly keep your sales teams' performance up to date with this powerful automation between Follow Up Boss and Spinify. When a new contact is added in Follow Up Boss, this workflow will create or update a lead in Spinify, ensuring your leaderboard and targets stay current. Save time and increase accuracy by streamlining your contact management process with this seamless integration.

Effortlessly keep your sales teams' performance up to date with this powerful automation between Follow Up Boss and Spinify. When a new contact is added in Follow Up Boss, this workflow will create or update a lead in Spinify, ensuring your leaderboard and targets stay current. Save time and increase accuracy by streamlining your contact management process with this seamless integration.

  1. When this happens...
    Follow Up BossFollow Up Boss
    New Contact

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

    TriggerInstant
  2. automatically do this!
    SpinifySpinify
    Create or Update Lead

    Add a new Lead record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Follow Up Boss triggers, actions, and search

    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
  • Follow Up Boss triggers, actions, and search

    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    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
follow-up-boss logo
follow-up-boss logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Spinify

Spinify is a leaderboard solution that will engage your staff and provide an uplift in productivity and an improved culture.

Related categories