Follow Up Boss + Handshook

Find or create contacts and generate deals in Follow Up Boss with new connections in Handshook

Looking to streamline your follow-up workflows? This integration saves your team time by automatically adding a contact and deal to Follow Up Boss when a new connection is added in Handshook.

Looking to streamline your follow-up workflows? This integration saves your team time by automatically adding a contact and deal to Follow Up Boss when a new connection is added in Handshook.

  1. When this happens...
    HandshookHandshook
    New Connection

    Triggers when a new connection is created in your app.

    TriggerPolling
  2. automatically do this...
    Follow Up BossFollow Up Boss
    Find a Contact

    Search for a contact by email, phone number, or Follow Up Boss ID.

    ActionSearch
  3. then do this!
    Follow Up BossFollow Up Boss
    Create Deal

    Creates a deal on a contact.

    ActionWrite
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Supported triggers and actions

  • Follow Up Boss triggers, actions, and search

    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
follow-up-boss logo
follow-up-boss logo

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 integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Handshook

Handshook is a mobile CRM app that uses AI for scanning business card and event badges and features automated follow-ups and data enrichment.

Related categories

  • Sales & CRM