DealMachine + Follow Up Boss

DealMachine + Follow Up Boss integrations

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.

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More things you can do with DealMachine and Follow Up Boss

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

- Search Query
  Required
- Suggestion Scope
- State (2-letter)
- Maximum Results
Action
Search
- Full Address
- Street
- City
- State (2-letter)
- ZIP
- Contact Audience
- Fields
Action
Search
- Email
  Required
- Include Properties
- City Place ID
- Fields
Action
Search
- Phone
  Required
- Include Properties
- City Place ID
- Fields
Action
Search
- Subject Property ID
  Required
- Timeframe
- Radius (miles)
- Max Comps
Action
Search

- Person ID
  Required
- Include Properties
- Property Limit
- Fields
Action
Search
- Source Type
- Search
Action
Search

- Location Type
- Location Code
- Latitude
- Longitude
- Radius (miles)
- Page
- Results Per Page
- Estimate Cost Only (no credits spent)
- Advanced: Filters JSON
- Advanced: Locations JSON
Action
Search
- Search Query
  Required
- Type
- State (2-letter)
Action
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
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

- Phone
  Required
Action
Search
- APN
  Required
- State (2-letter)
  Required
- Contact Audience
- Fields
Action
Search
- Last Name
  Required
- First Name
- Middle Initial
- State (2-letter)
- City Place ID
- Include Properties
- Fields
- Page
- Results Per Page
Action
Search
- Latitude
  Required
- Longitude
  Required
- Contact Audience
- Fields
Action
Search
- Person IDs
  Required
- Fields
- Include Properties
Action
Search
- Property ID
  Required
- Contact Audience
- Fields
Action
Search
- Source Type
- Search
Action
Search
- Location Type
- Location Code
- Latitude
- Longitude
- Radius (miles)
- Contact Audience
- Page
- Results Per Page
- Estimate Cost Only (no credits spent)
- Advanced: Filters JSON
- Advanced: Locations JSON
Action
Search
- Full Address
- Street
- Unit
- City
- State (2-letter)
- ZIP
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

About DealMachine

DealMachine is a real estate investing platform that helps investors find property owners, manage leads, and run direct mail campaigns.

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Related categories

Sales & CRM

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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)

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DealMachine + Follow Up Boss

DealMachine + Follow Up Boss

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

More things you can do with DealMachine and Follow Up Boss

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