Follow Up Boss + Zoho CRM

Update Zoho CRM module entries when deal stages change in Follow Up Boss

Keep your Zoho CRM up to date with the latest deal stage information from Follow Up Boss. This workflow activates when a deal stage is updated in Follow Up Boss and creates or updates a module entry in your Zoho CRM accordingly. Stay organized and streamline your sales process by ensuring your customer relationship management system accurately reflects the current status of your deals.

Keep your Zoho CRM up to date with the latest deal stage information from Follow Up Boss. This workflow activates when a deal stage is updated in Follow Up Boss and creates or updates a module entry in your Zoho CRM accordingly. Stay organized and streamline your sales process by ensuring your customer relationship management system accurately reflects the current status of your deals.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Deal Stage Updated

    Fires when the stage of a deal is updated in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Follow Up Boss triggers, actions, and 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 IDRequired

    • Team Member(s)

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    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
follow-up-boss logo
follow-up-boss logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Help

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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