Follow Up Boss + Zendesk

Follow Up Boss + Zendesk integrations

Update Zendesk tickets when deal stages are updated in Follow Up Boss

Keep your support team informed about updates on deals by connecting Follow Up Boss and Zendesk with this efficient workflow. Whenever a deal stage is updated in Follow Up Boss, this automation will ensure that the corresponding ticket in Zendesk is updated as well. Stay organized and maintain seamless communication between your sales and customer support teams with this simple yet powerful solution.

When this happens...
Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Update TicketUpdate an existing ticket status or add comments.
ActionWrite

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More things you can do with Follow Up Boss and Zendesk

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

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
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
- View
  Required
Trigger
Polling
Try It
- Tags
Trigger
Instant
Try It
- Who can view suspended tickets
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- User
  Required
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write
- Ticket
  Required
- Tags
  Required
Action
Write
- Ticket
  Required
- Comment
  Required
- Comment format
- Should the comment be public?
- File
  Required
Action
Write
- Ticket
  Required
- Tags
  Required
Action
Write
- Ticket
  Required
- Subject
- Assignee
- Group
- New status
- New Comment to add to the Ticket
- New Comment format
- Should the new Comment be public?
- Tags
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External ID
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- Name
  Required
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Write
- Query
  Required
Action
Search
- Info
- Type
Action
Search
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
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 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
- Tags
  Required
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
- Ticket (Required for non-admins)
Trigger
Polling
Try It
- Important
- View
  Required
Trigger
Polling
Try It
New View
Triggers when a new view is created.
Trigger
Polling
Try It
- Name
  Required
- Details
- Notes
- Tags
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Write
- Subject
  Required
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/Description
  Required
- Should the first Comment be public?
- Tags
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Write
- Ticket
  Required
- Comment body
- Comment format
- Should the Comment be public?
Action
Write
- Organization
  Required
- Name
- Details
- Notes
- Tags
- Domain_names
- External_id
- Shared_tickets
- Shared_comments
Action
Write
- User
  Required
- Name
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Details
- Notes
- Tags
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn moreLearn moreHelpHelp

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Customer Support

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Follow Up Boss + Zendesk

Follow Up Boss + Zendesk

Update Zendesk tickets when deal stages are updated in Follow Up Boss

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