IDX Leads Follow Up Boss Integration - Quick Connect - Zapier

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Connect IDX Leads and Follow Up Boss to unlock the power of automation

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Set up your first integration

Quickly connect IDX Leads to Follow Up Boss with a Zapier template.

Our most popular template

Add new IDX Broker leads to Follow Up Boss
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IDX Leads + Follow Up Boss
Create IDX Leads from new Follow Up Boss contacts
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Follow Up Boss + IDX Leads
Create Follow Up Boss inquiries or website events from new IDX Leads
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IDX Leads + Follow Up Boss
Create or update Follow Up Boss contacts when new IDX Leads arrive
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IDX Leads + Follow Up Boss
Tag new Follow Up Boss contacts when new leads arrive in IDX Leads
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IDX Leads + Follow Up Boss

Add new IDX Broker leads to Follow Up Boss

IDX Leads + Follow Up Boss

Create IDX Leads from new Follow Up Boss contacts

Follow Up Boss + IDX Leads

Create Follow Up Boss inquiries or website events from new IDX Leads

IDX Leads + Follow Up Boss

Create or update Follow Up Boss contacts when new IDX Leads arrive

IDX Leads + Follow Up Boss

Tag new Follow Up Boss contacts when new leads arrive in IDX Leads

IDX Leads + Follow Up Boss

How Zapier works

Zapier makes it easy to integrate IDX Leads with Follow Up Boss - no code necessary. See how you can get setup in minutes.

Select a trigger from IDX Leads

A trigger is an event that starts your Zap and runs the workflow. For example, with IDX Leads, a trigger could be "New Lead."

A trigger is the event that kicks off your automated workflow.

Setup an action from Follow Up Boss

An action is what takes place after the automation is triggered. For example, with Follow Up Boss, the action could be "Add Collaborators."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected IDX Leads to Follow Up Boss

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Triggers and actions are the main components of every automated workflow.

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Frequently Asked Questions about IDX Leads + Follow Up Boss integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with IDX Leads and Follow Up Boss

How do I connect Follow Up Boss with IDX Leads?

To connect Follow Up Boss with IDX Leads, you need to use a third-party automation tool like Zapier. First, log into our platform and select both Follow Up Boss and IDX Leads as your apps. You'll start by creating a new Zap, set the trigger to receive new leads from IDX, and configure the action to automatically add these leads as contacts in Follow Up Boss.

What triggers can I use when connecting Follow Up Boss with IDX Leads?

When you integrate Follow Up Boss with IDX Leads, you can set triggers for events like 'New Lead' captured or 'Lead Updated' on your IDX platform. These triggers enable automatic actions such as adding or updating contact information in Follow Up Boss.

Can I update existing contacts in Follow Up Boss using leads from IDX?

Yes, when a lead already exists in Follow Up Boss and is updated in your IDX system, you can configure the integration to update that contact's information automatically. This involves setting an action that checks existing entries and modifies them accordingly.

Are there options for triggering follow-up communication based on IDX lead activity?

Certainly! You can set up actions that trigger follow-up emails or text messages whenever there's significant activity from an IDX lead, such as a new property inquiry or saved search alert. This ensures timely engagement with potential clients.

How often does data sync between Follow Up Boss and IDX Leads?

The data sync frequency between Follow Up Boss and IDX Leads depends on how you've configured it within our platform. Typically, new lead data syncs almost instantly if set to real-time updates. You're able to adjust these settings based on your specific requirements.

Is it possible to filter which leads are sent from IDX Leads to Follow Up Boss?

Yes, through our platform's configuration options, you can specify filters so only certain types of leads are sent from IDX Leads to Follow Up Boss. For example, filtering based on lead source type or location can help ensure relevant data is transferred.

Do I need any special permissions to integrate Follow Up Boss with my IDX system?

Generally, you'll need administrative access rights for both your Follow Up Boss account and the associated IDX system account to establish an integration. Ensuring you have these permissions ahead of time helps facilitate smoother setup processes.

Connect IDX Leads and Follow Up Boss to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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 Lead
Triggers when a new lead is created.
Trigger
Scheduled
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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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message
  Required
Action
Write

- Email
  Required
- First Name
  Required
- Last Name
- Secondary Email
- Lead Password
- Lead City
- State or Province
- Country
- Zip Code
- Phone
Action
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 name
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline name
- Stage name
- Team Member(s)
- 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