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ConnectMachine + Follow Up Boss

ConnectMachine + Follow Up Boss integrations

Create Follow Up Boss contacts from new ConnectMachine contacts

Agents meet buyers and sellers at open houses and events, then lose them because the details never make it into the CRM the team actually works from. This Zap creates a matching contact in Follow Up Boss each time a new contact is saved in ConnectMachine, with name, email, and phone. Every lead you meet in person enters the follow-up cadence the same day.

When this happens...
New ContactTriggers when a contact is created in ConnectMachine.
TriggerInstant
automatically do this!
Create Contact Without Triggering Action PlansCreates a new contact. This will not trigger action plans.
ActionWrite

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More things you can do with ConnectMachine and Follow Up Boss

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

Deleted Contact
Triggers when a contact is deleted and includes its pre-delete snapshot.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated in ConnectMachine.
Trigger
Instant
Try It
- Contact
  Required
- Contact Type
- First Name
- Last Name
- Company
- Job Title
- Notes
- Bio
- Network
- Email 1 Label
- Email 1 (Primary)
- Email 2 Label
- Email 2
- Email 3 Label
- Email 3
- Email 4 Label
- Email 4
- Email 5 Label
- Email 5
- Phone 1 Label
- Phone 1 (Primary)
- Phone 2 Label
- Phone 2
- Phone 3 Label
- Phone 3
- Phone 4 Label
- Phone 4
- Phone 5 Label
- Phone 5
- Website 1 Label
- Website 1 (Primary)
- Website 2 Label
- Website URL 2
- Website 3 Label
- Website URL 3
- Website 4 Label
- Website URL 4
- Website 5 Label
- Website URL 5
- LinkedIn URL
- X URL
- Facebook URL
- Instagram URL
- YouTube URL
- TikTok URL
- GitHub URL
- Label
- Profile URL
- Street
- Street 2
- City
- State or Region
- Postal Code
- Country
- Latitude
- Longitude
- Google Maps URL
- Place Name
- Street
- Street 2
- City
- State or Region
- Postal Code
- Country
- Latitude
- Longitude
- Google Maps URL
- Custom Field 1 Label
- Custom Value 1
- Custom Field 2 Label
- Custom Value 2
- Custom Field 3 Label
- Custom Value 3
- Custom Field 4 Label
- Custom Value 4
- Custom Field 5 Label
- Custom Value 5
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 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 Contact
Triggers when a contact is created in ConnectMachine.
Trigger
Instant
Try It
- Contact Type
- First Name
  Required
- Last Name
- Company
- Job Title
- Notes
- Bio
- Network
- Email 1 Label
- Email 1 (Primary)
- Email 2 Label
- Email 2
- Email 3 Label
- Email 3
- Email 4 Label
- Email 4
- Email 5 Label
- Email 5
- Phone 1 Label
- Phone 1 (Primary)
- Phone 2 Label
- Phone 2
- Phone 3 Label
- Phone 3
- Phone 4 Label
- Phone 4
- Phone 5 Label
- Phone 5
- Website 1 Label
- Website 1 (Primary)
- Website 2 Label
- Website URL 2
- Website 3 Label
- Website URL 3
- Website 4 Label
- Website URL 4
- Website 5 Label
- Website URL 5
- LinkedIn URL
- X URL
- Facebook URL
- Instagram URL
- YouTube URL
- TikTok URL
- GitHub URL
- Label
- Profile URL
- Street
- Street 2
- City
- State or Region
- Postal Code
- Country
- Latitude
- Longitude
- Google Maps URL
- Place Name
- Street
- Street 2
- City
- State or Region
- Postal Code
- Country
- Latitude
- Longitude
- Google Maps URL
- Custom Field 1 Label
- Custom Value 1
- Custom Field 2 Label
- Custom Value 2
- Custom Field 3 Label
- Custom Value 3
- Custom Field 4 Label
- Custom Value 4
- Custom Field 5 Label
- Custom Value 5
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
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

About ConnectMachine

ConnectMachine is a digital business card and contact manager for capturing contacts, follow-ups, and relationship workflows.

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Related categories

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Contact Management

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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Create ConnectMachine contacts from new Follow Up Boss contacts

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Create ConnectMachine contacts from new Follow Up Boss contacts