Follow Up Boss + SurveySparrow

Follow Up Boss + SurveySparrow integrations

Create new Follow Up Boss inquiries or website events from SurveySparrow submissions

Easily manage inquiries from SurveySparrow respondents by connecting it directly to Follow Up Boss. This workflow triggers every time a new submission comes in on SurveySparrow, seamlessly creating a new inquiry or website event within Follow Up Boss. Stay organized and efficiently follow up with potential clients while streamlining your lead management process.

When this happens...
New SubmissionTriggers when a survey receives a new submission.
TriggerInstant
automatically do this!
New Inquiry or Website EventNotify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
ActionWrite

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More things you can do with SurveySparrow and Follow Up Boss

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

- CES Survey
  Required
Trigger
Instant
Try It
- NPS Survey
  Required
Trigger
Instant
Try It
- CES Survey
  Required
- Email Share Template
  Required
- Recipient Email
  Required
Action
Write
- CES Survey
  Required
- WhatsApp Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- CSAT Survey
  Required
- Email Share Template
  Required
- Recipient Email
  Required
Action
Write

- CSAT Survey
  Required
- WhatsApp Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- NPS Survey
  Required
- SMS Share Template
  Required
- Recipient Phone Number
  Required
Action
Write

- Survey
  Required
- Email Share Template
  Required
- Recipient Email
  Required
Action
Write
- ClassicForm Survey
  Required
- WhatsApp Share Template
  Required
- Recipient Phone Number
  Required
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 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

- CSAT Survey
  Required
Trigger
Instant
Try It
- Survey
  Required
Trigger
Instant
Try It
- CES Survey
  Required
- SMS Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- Email
- Name
- Mobile
Action
Write
- CSAT Survey
  Required
- SMS Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- NPS Survey
  Required
- Email Share Template
  Required
- Recipient Email
  Required
Action
Write
- NPS Survey
  Required
- WhatsApp Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
- Survey
  Required
- SMS Share Template
  Required
- Recipient Phone Number
  Required
Action
Write
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

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 SurveySparrow

SurveySparrow lets you create and share highly engaging, mobile-first surveys that offer a chat-like experience.