Follow Up Boss + Swordfish.ai

Follow Up Boss + Swordfish.ai integrations

Export new Swordfish.ai contacts and create or update them in Follow Up Boss without triggering action plans

Seamlessly manage your contacts between Swordfish.ai and Follow Up Boss with this smart workflow. When you export a contact in Swordfish.ai, it will also create or update that contact in Follow Up Boss without initiating action plans. This simple yet effective process helps ensure your contact data is up-to-date across both platforms, saving you the hassle of manual updates.

When this happens...
Export ContactTriggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with Swordfish.ai and Follow Up Boss

Discover other triggers and actions you can use with Swordfish.ai and Follow Up Boss

Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Full Name
- Social profile
- Title
- Company Name
- CIty
- State
- Country
- Zipcode
- Email
- Phone
- Must have
  Required
Action
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 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

Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Trigger
Instant
Try It
- Social Profile
  Required
- Must Have
Action
Search
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

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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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Swordfish.ai

Swordfish AI is a contact finding tool for cell/mobile phone numbers and email addresses.

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Related categories

Contact Management

Related Zap Templates

Export new Swordfish.ai contacts and create new inquiries or website events in Follow Up Boss

Related Zap Templates

Export new Swordfish.ai contacts and create new inquiries or website events in Follow Up Boss