Follow Up Boss + Storage by Zapier

Update Storage by Zapier values when Follow Up Boss person stages are updated

Effortlessly maintain an organized and up-to-date record of data in Follow Up Boss with this workflow. Each time a person's stage changes, multiple values are stored in Storage by Zapier, minimizing manual effort and ensuring accurate information. Focus on engaging with leads and clients while this automation takes care of consistent data management for you.

When this happens...
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Set Multiple Values
Set multiple values stored at a defined keys.
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
- KeyRequired
- Increment Amount
Action
Write
- KeyRequired
- ValueRequired
- Location
Action
Write
- KeyRequired
- Child Keys
Action
Write
- KeyRequired
- Child Values
Action
Write
- KeyRequired
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- KeysRequired
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- KeyRequired
- Child KeysRequired
- Child Values
Action
Search or write
- KeyRequired
- Value
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 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
- KeyRequired
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- KeyRequired
Action
Write
- Keys and Values
Action
Write
- KeyRequired
- Value
- Previous Value
Action
Write
- KeyRequired
- Item FormatRequired
- Item Separator
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
Action
Search
- KeyRequired
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
- Child Values
Action
Search or 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 Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

Help

Related categories

Similar apps

Zapier Tables

Databases, Spreadsheets, Zapier

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Storage by Zapier

Update Storage by Zapier values when Follow Up Boss person stages are updated

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

Increment Value

KeyRequired

Increment Amount

Push Value Onto List

KeyRequired

ValueRequired

Location

Remove Child Value

KeyRequired

Child Keys

Set Child Value

KeyRequired

Child Values

Set Value

KeyRequired

Value

Get All Values

Get Multiple Values