Follow Up Boss + Teamwork Desk

Create Teamwork Desk customers from new Follow Up Boss contacts

Effortlessly manage your contacts with this Follow Up Boss and Teamwork Desk integration. Whenever a new contact is added in Follow Up Boss, the workflow creates a customer in Teamwork Desk, ensuring your customer support team has all the necessary information at hand. This automation keeps your contacts organized and saves you valuable time, allowing you to focus on growing your business.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
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
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- TicketRequired
- TypeRequired
- Message Format
- Cc
- Bcc
- BodyRequired
- StatusRequired
- Assigned To
- Agents to Notify
- Make This a Draft?Required
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- TicketRequired
- Task IDRequired
Action
Write
- CustomerRequired
- First Name
- Last Name
- Email
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Search KeywordsRequired
Action
Search
- Search KeywordsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
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
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- TicketRequired
- Assign ToRequired
Action
Write
- InboxRequired
- SourceRequired
- TypeRequired
- Customer EmailRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Phone Number
- Customer Mobile Number
- SubjectRequired
- Cc
- Bcc
- MessageRequired
- Message Format
- StatusRequired
- Assigned To
- Priority
- Tags
- Notify Customer
- Notify Creating Agent
- Task ID
Action
Write
- TicketRequired
Action
Write
- TicketRequired
- Inbox
- Source
- Type
- Customer ID
- Customer Email
- Customer Full Name
- Subject
- Cc
- Bcc
- Message
- Message Format
- Status
- Assigned To
- Priority
- Tags
Action
Write
- Search KeywordsRequired
Action
Search
- Search KeywordsRequired
- InboxRequired
- SourceRequired
- TypeRequired
- Customer EmailRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Phone Number
- Customer Mobile Number
- SubjectRequired
- Cc
- Bcc
- MessageRequired
- Message Format
- StatusRequired
- Assigned To
- Priority
- Tags
- Notify Customer
- Notify Creating Agent
- Task ID
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 Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.

Learn more Help

Related categories

Customer Support

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Teamwork Desk

Create Teamwork Desk customers from new Follow Up Boss contacts

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

New Agent Reply

Inbox Filter

New Customer Reply

Inbox Filter

Ticket Assigned

Inbox Filter

New Ticket Note

Inbox Filter

Add Reply to Ticket

TicketRequired

TypeRequired

Message Format

Cc

Bcc

BodyRequired

StatusRequired

Assigned To

Agents to Notify