Follow Up Boss + Mailbox Power

Create or update Mailbox Power contacts when stages are updated in Follow Up Boss

Stay up to date with your developing business deals and maintain communication effortlessly. This workflow starts when a deal stage is updated in Follow Up Boss. It then generates or revises a contact in Mailbox Power, ensuring your contact information is always current. Enhance your customer interactions by having the most recent information at hand, saving time and improving efficiency in the process.

When this happens...
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create or Update Contact
Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.
ActionWrite

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Supported triggers and actions

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
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- 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
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Address Book GroupRequired
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Polling
Try It
- Contact Group
- First NameRequired
- Last NameRequired
- Company Name
- Street AddressRequired
- Apt / Suite
- CityRequired
- StateRequired
- Postal CodeRequired
- CountryRequired
- Email
- Phone
- Image URL
- Spouse Name
- Pet Name
- Birth Month
- Birth Day
- Anniversary Month
- Anniversary Day
- Merge 1
- Merge 2
- Merge 3
- Merge 4
- Merge 5
- Merge 6
- Merge 7
- Merge 8
- Merge 9
- Merge 10
- Merge 11
- Merge 12
- Merge 13
- Merge 14
- Merge 15
- Merge 16
- Merge 17
- Merge 18
- Merge 19
- Merge 20
- QR Code
- Always Create a New Contact?
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 nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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
- Contact Phone, Email, or IDRequired
Action
Search
Contact Scans QR Code
Triggers when a contact receives one of your mailpieces and scans the Image Auto Merge QR code printed on your mailpiece.
Trigger
Polling
Try It
- Contact IDRequired
Action
Write
- Contact IDRequired
- Group IDRequired
Action
Write

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