BatchDialer + Follow Up Boss

BatchDialer + Follow Up Boss integrations

Import new Follow Up Boss contacts into BatchDialer with a contacts import action

Streamline your lead management process with this convenient workflow. Whenever you add a new contact in Follow Up Boss, their details are seamlessly imported into BatchDialer, saving you time and minimizing manual data entry. This optimization ensures your team can immediately start dialing and connecting with the recently added leads in a swift manner.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Contacts ImportImports multiple contacts into BatchDialer campaign
ActionWrite

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More things you can do with Follow Up Boss and BatchDialer

Discover other triggers and actions you can use with Follow Up Boss and BatchDialer

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
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write

- Contact
  Required
- File name
  Required
- File URL
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write

- Contact Phone, Email, or ID
  Required
- Note
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
New Call Disposition Events
Will return a list of new call disposition events since last endpoint call.
Trigger
Polling
Try It
New Lead Created
Triggers when a a new lead is created.
Trigger
Polling
Try It
- Contact ID
  Required
- Campaign ID
  Required
Action
Write
- Contact ID
  Required
- Vendor Contact ID
- Phone number 1
- Phone number 2
- Phone number 3
- Phone number 4
- Phone number 5
- Phone number 6
- Phone number 7
- Phone number 8
- Phone number 9
- Phone number 10
- Title
- First name
- Middle name
- Last name
- Address
- City
- State
- Postal code
- Mailing address
- Mailing city
- Mailing state
- Mailing postal code
- Country
- Gender
- Date of birth
- E-mail
- Security phrase
- Comment
- Custom fields
Action
Write
- Phone number
  Required
Action
Write
- Search
- Dialed
- Dialed count
- Score
- List ID
- Sale made
- Appointment made
- Sort by
  Required
- Sort direction
  Required
- Page
  Required
- Page length
  Required
Action
Search

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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Calendar Events
Will return a list of new calendar events since last endpoint call.
Trigger
Polling
Try It
New Updated Contacts
Will return a list of updated contacts since last endpoint call.
Trigger
Polling
Try It
New DNC Numbers
Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.
Trigger
Polling
Try It
- Contact ID
  Required
- Vendor Contact ID
- Phone Number 1
  Required
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- Phone Number 6
- Phone Number 7
- Phone Number 8
- Phone Number 9
- Phone Number 10
- Title
- First name
- Middle name
- Last name
- Address
- City
- State
- Postal code
- Mailing address
- Mailing city
- Mailing state
- Mailing postal code
- Country
- Gender
- Date of birth
- E-mail
- Security phrase
- Comment
- Custom fields
Action
Write
- Campaign ID
  Required
- Contact Title
- FIrst Name
  Required
- Middle Name
- Last Name
- Address
- Address 2
- Address 3
- City
- State
- Zip
- Country
- Gender
- Date Of Birth
- Email
- Comments
- Vendor Contact ID
- Phone Number
  Required
- Phone Number 2
Action
Write
- Phone number
  Required
Action
Write

About BatchDialer

BatchDialer is a predictve dialing software for sales teams

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

BatchDialer + Follow Up Boss

BatchDialer + Follow Up Boss

Import new Follow Up Boss contacts into BatchDialer with a contacts import action

More things you can do with Follow Up Boss and BatchDialer

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