Follow Up Boss + Rex

Create new Rex profiles for every new contact in Follow Up Boss

Streamline your contact management process with this convenient workflow. Once a new contact is added in Follow Up Boss, a corresponding profile is immediately created in the Rex app. This efficient process ensures all your important contact details are consistently up-to-date across your platforms, simplifying your customer relationship management.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Match Profile
Creates a Match Profile for a Contact (if one doesn't exist)
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to type
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact IDs
- Property IDs
- NoteRequired
Action
Write
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- Associated record typeRequired
- Record IDRequired
Action
Write
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
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 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
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Lead IDRequired
- AssigneeRequired
Action
Write
- Your Rex Agency AccountRequired
- Match Profile CategoryRequired
- Contact IDRequired
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Due dateRequired
- RemindeeRequired
- PriorityRequired
- Contact ID
- Listing ID
- Property ID
- DescriptionRequired
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- TrackRequired
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency AccountRequired
- Calendar Event ID
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Follow Up Boss + Rex

Create new Rex profiles for every new contact in Follow Up Boss

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Appraisal Created

Calendar Event Updated

Contact Updated

Contract Created

Lead Created

Listing Updated

Listing Sold/Leased

Contact Added to Mailing List

Note Created

Property Updated

Send Email

Create Lead

Create Note

Send SMS

Remove Tag

Remove All Tracks

Search for Full Contact

Search for Full Property

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

Calendar Event Created

Contact Created

Tag Added to Contact

Contract Status Changed

Listing Created

Listing Published

Tag Added to Listing

Contact Removed From Mailing List

Open Home Attendee Added

Tag Added to Property

Assign Lead

Create Match Profile

Create Reminder

Add Tag

Create Track

Search for Full Calendar Event

Search for Full Listing

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About Rex

Related categories

Similar apps

Zapier Interfaces