DealMachine + Follow Up Boss

Manage new leads in DealMachine by creating or updating contacts in Follow Up Boss without triggering action plans

Keep your sales team ahead of the competition with this convenient workflow. When a new lead is identified on DealMachine, their details will be immediately transferred to Follow Up Boss, creating or updating their contact information. Say goodbye to manual data entry and hello to a streamlined lead management process with this seamless integration. Boost efficiency and ensure no leads fall through the cracks.

When this happens...
New Lead
Triggers when a new lead is added to your team's DealMachine account.
TriggerInstant
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!
ActionWrite

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Supported triggers and actions

New Lead
Triggers when a new lead is added to your team's DealMachine account.
Trigger
Instant
Try It
Lead Status Change
Triggers when a status changes for a property.
Trigger
Instant
Try It
- Lead IDRequired
- List IDsRequired
Action
Write
- Lead IDRequired
- Team Member IDRequired
Action
Write
- Lead IDRequired
Action
Write

- Lead IDRequired
- List IDsRequired
Action
Write
- Lead IDRequired
- Mailer Sequence ID
Action
Write

- Lead IDRequired
- Lead StatusRequired
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 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

New Team Member
Triggers when a new team member is added to your team.
Trigger
Polling
Try It
- Address Line 1 (Parsed Address)
- Address Line 2 (Parsed Address)
- City (Parsed Address)
- State (Parsed Address)
- Zip Code (Parsed Address)
- Latitude (Lat/Lng)
- Longitude (Lat/Lng)
- Full Address (Full Address)
Action
Write
- Lead IDRequired
- Tag IDsRequired
Action
Write
- Lead IDRequired
- NoteRequired
Action
Write
- Lead IDRequired
Action
Write
- Lead IDRequired
- Tag IDsRequired
Action
Write
- Lead IDRequired
- Custom Field IDRequired
- New Value
Action
Write
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

About DealMachine

DealMachine intelligently automates your REI marketing process. Simply take a picture of a property with your smartphone and DealMachine looks up the owner and sends highly personalized mail.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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)

DealMachine + Follow Up Boss

Manage new leads in DealMachine by creating or updating contacts in Follow Up Boss without triggering action plans

New Lead

Lead Status Change

Add Lead to List

Assign Lead to Team Member

End Mail Sequence for Lead

Remove Lead From List

Start Mail Sequence for Lead

Update Lead Status

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

New Team Member

Add Lead

Add Tags to Lead

Create Note for Lead

Pause Mail Sequence for Lead

Remove Tags From Lead

Update Custom Field for Lead

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)

About DealMachine

Related categories

Similar apps

Zapier Interfaces

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates