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Follow Up Boss
Follow Up Boss
1. Choose trigger event
Homebot
Homebot
2. Choose action
1. Select the event
Setup
Test
Follow Up Boss
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create Listings Saved Search" in Homebot.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Homebot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action Plan
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Stage
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Name
Required
Pipeline
Required
Stage
Required
Team Member(s)
Required
Description
Price
Commission
Projected Close Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Name
Required
Type
Required
Assigned To
Required
Due
Is Completed
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action Plan
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client ID
Required
Saved Search Name
Required
Minimum Price
Required
Maximum Price
Required
City
Required
State Abbreviation
Required
Zip Code
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client ID
Required
Address (street)
Required
Address (zip)
Required
Address (unit)
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood Insurance
Hazard Insurance Company
Hazard insurance cost
HOA dues
Lot size
Occupancy status
Sold date
Sold Price
Title insurance
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client ID
Required
Maximum Loan Amount
Required
Down Payment Amount
Required
Maximum Home Price
Required
Loan Type
Loan Term
Expiration Date
Pre-appoval
Prospective Property Address
Prospective Property Zip Code
Compliance Acknowledgement
Required
Estimated Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Home ID
Include clients
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Home ID
Required
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood insurance monthly
Hazard insurance company
Hazard insurance monthly
HOA dues
Lot size
Occupancy status
Sold date
Sold price
Title insurance company
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Email
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Client ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Email
Required
Treat As Prospect
Close Date
Date of birth
First Name
Required
Last Name
Required
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Client ID
Required
Treat As Prospect
Close Date
Date of birth
Email
Required
First Name
Required
Last Name
Required
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Follow Up Boss and Homebot with AI agents and code
Beyond Zap workflows. Call Follow Up Boss and Homebot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Follow Up Boss and Homebot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Collaborators
Create Listings Saved Search
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use Follow Up Boss and Homebot
Sync new contacts to Homebot.
When a new contact is added in Follow Up Boss, Zapier automatically creates a corresponding client profile in Homebot. This keeps your client information up-to-date across tools and reduces manual data entry.
Tag contacts in Follow Up Boss based on Homebot activity.
When a new action occurs in Homebot, Zapier tags the relevant contact in Follow Up Boss. This provides your marketing team with visibility into client activity, helping them tailor outreach.
When the stage of a deal is updated in Follow Up Boss, Zapier sends a notification to the relevant Slack channel. This ensures your team stays informed about deal progress without manual updates.
Learn how to automate Follow Up Boss on the Zapier blog
Make work flow with AI
Level up your Follow Up Boss to Homebot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
