Experience.com + Follow Up Boss

Update Experience.com integrations when Follow Up Boss deal stages are updated

Enhance your task management with this seamless workflow between Follow Up Boss and Experience.com. Whenever a deal stage is updated in Follow Up Boss, the corresponding data in Experience.com is instantly refreshed, eliminating the need for manual entry. This automation ensures your data in Experience.com reflects the latest updates from Follow Up Boss, allowing for improved deal tracking and boosted productivity.

When this happens...
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
TriggerInstant
automatically do this!
FollowupBoss Integration
To Fetch the latest deals in Followup Boss when deal stage Changed
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
- DealId
- DealName
- DealCreatedTime
- DealUpdatedTime
- DealCloseDate
- ContactId
- Milestone
- MilestoneChangedTime
Action
Write
- Appointment Id
- Client Id
- Location Id
- Order Id
- Start At
- End At
- Location business name
- Location name
- Timezone associated with the location
- Booked By (CLIENT or STAFF)
- Client firstname
- Client lastname
- Client name
- Client email
- Client mobile phone
- Client date of birth
- appointment service Id
- appointment service service name
- appointment service staff id
- appointment service staff first name
- appointment service staff last name
- appointment service staffRequested flag
- appointment service start at
- Tag ID
- Tag name
Action
Write
- opportunity_id
- opportunity_name
- opportunity_details
- opportunity_state
- responsible_user_id
- category_id
- image_url
- bid_currency
- bid_amount
- bid_type
- bid_duration
- actual_close_date
- date_created_utc
- opportunity_value
- probability
- forecast_close_date
- owner_user_id
- visible_to
- visible_team_id
- last_activity_date_utc
- next_activity_date_utc
- pipeline_id
- stage_id
- created_user_id
- organisation_id
- tag_name
- link_details
- link_role
- link_id
- link_object_name
- link_object_id
- object_name
- object_id
- date_updated_utc
Action
Write
- Board Id
- Item ID
- Pulse ID
- Person Name
- Item Created Date
- Pulse Name
- Group Name
- creator id
- Group ID
- Trigger Time
- Status
- custom field one
- custom field two
- custom field three
- custom field four
- Candidate Email
- Candidate Phone Number
Action
Write
- IdRequired
- Original Id
- Created AtRequired
- Modified AtRequired
- Sheet NameRequired
- Screened StatusRequired
- Date Screened
- Recruiter NameRequired
- Recruiter EmailRequired
- Recruiter Phone Number
- Applicant NameRequired
- Applicant EmailRequired
- Applicant Phone Number
- Date SubmittedRequired
- Row Number
- Position
- Skills and Experience
- City
- State
- Custom field one
- Custom field two
- Custom field three
- Custom field four
- Custom field five
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
- Loan ID
- Loan Type
- Loan Created Date
- Loan Originator Email
- Loan Processor Email
- Loan Purpose
- Mortgage Type
- Subject AddressLine
- Subject City
- Subject County
- Subject State
- Subject Postal Code
- Current Loan Status
- Current Loan Updated Date
- Real Estate Agent Firstname
- Real Estate Agent Lastname
- Real Estate Agent Email
- Real Estate Agent Phone
- Real Estate Agent Role
- Real Estate Agent Company
- LoanBorrower1 FirstName
- LoanBorrower1 LastName
- LoanBorrower1 Email
- LoanBorrower1 Phone
- Loanborrower1 Dayofbirth
- LoanBorrower1 ApplicantType
- BuyerAgent FirstName
- BuyerAgentLastName
- BuyerAgentEmail
- BuyerAgentPhone
- LoanTeamUser1 FirstName
- LoanTeamUser1 LastName
- LoanTeamUser1 Email
- LoanTeamUser1 Phone
Action
Write
- Deal Processed Date
- Deal ID
- User Id
- People Id
- Deal Type
- Deal Status
- Deal Created At
- Pipeline Id
- Stage Id
- Stage Name
- Pipeline Name
- Deal Name
Action
Write
- Loan Id
- Loan type
- Loan status
- Loan Funded date
- Loan officer Name
- Loan officer email
- Borrower first name
- Borrower last name
- Borrower email
- Borrower phone Number
- CO-Borrower first name
- CO-Borrower last name
- CO-Borrower email
- CO-Borrower phone Number
- Loan processor name
- Loan processor email
- Buyer Agent first name
- Buyer Agent last name
- Buyer Agent email
- Buyer Agent phone Number
- Seller Agent first name
- Seller Agent last name
- Seller Agent email
- Seller Agent phone Number
- Property address
- City
- State
- custom field one
Action
Write
- Agent Details
- transaction id
- Transaction Type
- transaction processed date
- city
- state
- Property Address
- custom field one
- Contact Details
Action
Write
- candidate id
- first name
- last name
- email
- phone Number
- title
- created at
- updated at
- stage
- property address
- City
- State
- zip code
Action
Write

About Experience.com

Experience.com is a customer experience platform that lets you collect, analyse, and act on customer feedback automatically at every meaningful moment in the customer journey. Our enterprise grade platform helps engage people and power businesses everywhere.

Related categories

Developer Tools

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

Experience.com + Follow Up Boss

Update Experience.com integrations when Follow Up Boss deal stages are updated

Supported triggers and actions

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)

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Retrive Insightly Transactions

Retrieve Monday.com Transaction

Retrive SmartSheet Transactions

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

Retrive Arive Next Transactions

FollowupBoss Integration

Retrive Lendingpad Transaction

Retrive Paperless Pipeline Data

Retrieve Workable Transaction

About Experience.com

Related categories

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces