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Set up your first integration
Quickly connect Follow Up Boss to Twilio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with Twilio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Call Phone" in Twilio.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Twilio, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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Practical ways you can use Follow Up Boss and Twilio
Follow up on new Twilio SMS in Follow Up Boss
Maintain seamless communication with your leads. When a new SMS is received on your Twilio number, Zapier can automatically create a contact or update an existing one in Follow Up Boss, ensuring all lead interactions are tracked without manual input.
Business Owner
Log Twilio calls in Follow Up Boss
Ensure all client communications are documented. When a call finishes on your Twilio number, Zapier can log the call as a note in Follow Up Boss, keeping your records accurate and your team informed.
EngineeringSend SMS to contacts tagged as leads
Boost engagement with high-priority leads. When a specific tag is added to a contact in Follow Up Boss, Zapier can send them a targeted SMS via Twilio, enabling timely and relevant outreach for better conversion rates.
Marketing & Marketing OpsLearn how to automate Follow Up Boss on the Zapier blog
Learn how to automate Twilio on the Zapier blog
Frequently Asked Questions about Follow Up Boss + Twilio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Twilio
How do I set up a Follow Up Boss and Twilio integration?
To set up the integration, you'll need to create a Zap using our platform. Choose Follow Up Boss as the trigger app and select the specific trigger event, such as 'New Contact.' Then, choose Twilio as the action app and select an action like 'Send SMS.' This configuration will allow you to automate sending a text message whenever a new contact is added in Follow Up Boss.
What triggers can be used from Follow Up Boss for automation with Twilio?
We support several triggers from Follow Up Boss for automation with Twilio, including 'New Contact,' 'Updated Contact,' and 'New Deal.' Each of these triggers can initiate an action in Twilio such as sending an SMS or making a call.
Can I customize the SMS messages sent via Twilio?
Yes, you can customize the content of your SMS messages. When setting up your Zap, you have the ability to include dynamic fields from Follow Up Boss within your message text, allowing for personalized communication.
Will I be able to track SMS delivery status with this integration?
With our integration between Follow Up Boss and Twilio, delivery statuses of sent SMS messages can be tracked via your Twilio account dashboard. However, this tracking isn't directly available within our platform interface at this time.
How often do triggers in Follow Up Boss check for new data to send actions through Twilio?
Our platform checks for new data based on the selected trigger event frequency. The typical polling time is every 5 to 15 minutes depending on your plan level. Once detected, actions such as sending an SMS through Twilio are initiated shortly after.
Is it possible to make automated calls using this integration?
Yes, by setting up a Zap where following a designated trigger in Follow Up Boss (e.g., New Deal), you can choose the action as 'Make Call' via Twilio. This automates calling procedures based on activity within Follow Up Boss.
Do I need technical expertise to integrate Follow Up Boss with Twilio?
No technical expertise is required for integrating these platforms through our service. The setup involves point-and-click steps where you'll select actions and triggers without needing any coding knowledge.
