Back At You + Follow Up Boss
Create Follow Up Boss contacts from new Back At You contacts
Ensuring new contacts from Back At You make it into Follow Up Boss is critical for timely lead nurturing, but manual transfers can cause delays and errors. This integration bridges that gap by automatically creating a new contact in Follow Up Boss the moment one is added in Back At You. This Zap ensures your team can engage with new leads immediately, creating a more efficient and reliable client management workflow.
Ensuring new contacts from Back At You make it into Follow Up Boss is critical for timely lead nurturing, but manual transfers can cause delays and errors. This integration bridges that gap by automatically creating a new contact in Follow Up Boss the moment one is added in Back At You. This Zap ensures your team can engage with new leads immediately, creating a more efficient and reliable client management workflow.
- When this happens...Contact Create
Triggers when one or more contacts are created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
- Free forever for core features
- 14 day trial for premium features & apps
Contact Create
Triggers when one or more contacts are created.
Try ItSource Name
Buyer/Seller
First Name
Last Name
Email - Primary
Email - Secondary
Phone - Mobile
Phone - Home
Phone - Work
Phone - Work Extension
Phone - Fax
Address - Street
Address - Unit
Address - City
Address - State/Province
Address - Postal Code
Address - Country Code
Company Name
Title
Website
Spouse
Birth Date
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
Source Name
Buyer/Seller
First Name
Last Name
Email - Primary
Email - Secondary
Phone - Mobile
Phone - Home
Phone - Work
Phone - Work Extension
Phone - Fax
Address - Street
Address - Unit
Address - City
Address - State/Province
Address - Postal Code
Address - Country Code
Company Name
Title
Website
Spouse
Birth Date
Contact ID
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
Contact Update
Triggers when one or more contacts are updated or deleted.
Try ItSource Name
Buyer/Seller
First Name
Last Name
Email - Primary
Email - Secondary
Phone - Mobile
Phone - Home
Phone - Work
Phone - Work Extension
Phone - Fax
Address - Street
Address - Unit
Address - City
Address - State/Province
Address - Postal Code
Address - Country Code
Company Name
Title
Website
Spouse
Birth Date
Additional Field 1 - Key
Additional Field 1 - Value
Additional Field 2 - Key
Additional Field 2 - Value
Additional Field 3 - Key
Additional Field 3 - Value
Additional Field 4 - Key
Additional Field 4 - Value
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
First Name
Last Name
Primary Email
Mobile Phone
Home Phone
Search must match at least these fieldsRequired
New Deal
Fires when a new deal is created in Follow Up Boss.
Try It
