Clinchd + Follow Up Boss

Create new Clinchd deals for new Follow Up Boss contacts

Effortlessly manage your leads and deals with this automation. Whenever a new contact is added in Follow Up Boss, a deal will be created in Clinchd for seamless organization. Save time and keep your pipeline up-to-date while focusing on what matters most: building relationships with clients.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Deal
Create a new deal on Clinchd
ActionWrite

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Supported triggers and actions

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
- Contact Phone, Email, or IDRequired
- Action PlanRequired
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 IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Account Created
Triggers when a new account is created
Trigger
Polling
Try It
Product Created
Triggers when a new product is created
Trigger
Polling
Try It
- NameRequired
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Write
- notesRequired
- Deal IDRequired
Action
Write
- nameRequired
Action
Search
- External IDRequired
Action
Search
- nameRequired
Action
Search or write
- External IDRequired
- nameRequired
- Sales ProcessRequired
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
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 nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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 IDRequired
Action
Search
Contact Created
Triggers when a new contact is created
Trigger
Polling
Try It
- nameRequired
Action
Write
- nameRequired
- Sales ProcessRequired
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
- External ID
Action
Write
- nameRequired
Action
Write
- name
- Email
- Phone Number
Action
Search
- nameRequired
Action
Search
- NameRequired
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Search or write
- nameRequired
Action
Search or write

About Clinchd

Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved

Related categories

Sales & CRM

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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Clinchd + Follow Up Boss

Create new Clinchd deals for new Follow Up Boss contacts

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Account Created

Product Created

Create Contact

Create Deal Update

Find Account

Find Deals

Find or Create Account

Find or Create Deal

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

Contact Created

Create Account

Create Deal

Create Product

Find Contact

Find Product

Find or Create Contact

Find or Create Product

About Clinchd

Related categories

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces