Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Defaults to false if left blank.

Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.

Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

The tag this should trigger on.

The contact's phone number, email address, or Follow Up Boss ID.

Tag(s) to add to a contact (separate multiple with a comma)

The contact's phone number, email address, or Follow Up Boss ID.

The new stage for this contact.

The contact's phone number, email address, or Follow Up Boss ID.

The name of the deal

Description of the deal

The price associated with this deal (whole dollar amount, no decimals or symbols)

Commission value to assign to this deal (whole dollar amount, no decimals or symbols)

The projected close date of this deal

The contact's phone number, email address, or Follow Up Boss ID.

The name of the task

When this task is due.

The contact's phone number, email address, or Follow Up Boss ID.

The Action Plan to pause for the Contact.

Type of event occurred on the website. For lead capture forms use Registration type.

Message from visitor and/or any extra details about the event that you'd like to capture in Follow Up Boss.

Contact's first name. You can also use full name here.

Contact's last name.

We will search for existing contact with this email address and update if found or create a new contact otherwise.

Contact's phone number.

Name of the website or service where contact is coming from.

Select a stage to apply to a new contact in Follow Up Boss.

Indicates whether you heard back from this person. This usually stops email marketing drip to this person.

List of tags separated by comma to apply to the contact.

Street address of the contact.

City of the contact.

State or province of the contact.

ZIP or postal code of the contact.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

Street address of the property being viewed or inquired about.

City of the property being viewed or inquired about.

State or province of the property being viewed or inquired about.

ZIP or postal code of the property being viewed or inquired about.

MLS number of the property being viewed or inquired about.

Price of the property being viewed or inquired about.

Indicates if this is a rental property.

Link to the property details page.

Type of the property being viewed or inquired about, e.g. Single Family, Condo, Land, etc.

Number of bedrooms.

Number of bathrooms.

Property square footage.

Lot size in arches.

The name of the source where the contact originated. Example, if the lead came to your site through an organic search on www.google.com the source is google

The medium of the campaign, e.g. for an organic search the medium is "organic"

The search terms entered by the contact

The content of the campaign

The name or identifier for this campaign

API docs for Follow Up Boss are located here https://api.followupboss.com/api-documentation/

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to search for.

Pick which type of object you want to search for.

Enter a SOQL WHERE clause. See our help docs for Tips and Examples.

The pipeline this should trigger on. (optional)

The stage this should trigger on. (optional)

The stage this should trigger on. (optional)

The contact's phone number, email address, or Follow Up Boss ID.

The contact's phone number, email address, or Follow Up Boss ID.

The Action Plan to apply to the Contact.

Contact's first name. You can also use full name here.

Contact's last name.

We will search for existing contact with this email address and update if found or create a new contact otherwise.

Contact's phone number.

Name of the website or service where contact is coming from.

Select a stage to apply to a new contact in Follow Up Boss.

Indicates whether you heard back from this person. This usually stops email marketing drip to this person.

List of tags separated by comma to apply to the contact.

Street address of the contact.

City of the contact.

State or province of the contact.

ZIP or postal code of the contact.

The estimated sell/buy price for this person.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.

The contact's phone number, email address, or Follow Up Boss ID.

Message content of your note.

You can give your note a title or subject using this field.

Selecting "yes" will allow your note's HTML to show up in Follow Up Boss. Usually this should be set to "no".

The contact's phone number, email address, or Follow Up Boss ID.

The phone number of the call to be logged.

Whether the call was incoming or outgoing.

The log message entered for this call.

Length of the call in seconds.

The contact's phone number, email address, or Follow Up Boss ID.

The team member that will be assigned to this contact

Determines which App Extensions will appear in the dropdown below.

The contact's phone number, email address, or Follow Up Boss ID.