Connect Follow Up Boss and RingCentral to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Follow Up Boss and RingCentral together. Build enterprise-grade automation in minutes.

Our most popular template

Create or update contacts in Follow Up Boss from new RingCentral call log records
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RingCentral + Follow Up Boss
Create RingCentral video meetings for new Follow Up Boss contacts
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Follow Up Boss + RingCentral
Send sms/mms in RingCentral when new tags are added to contacts in Follow Up Boss
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Follow Up Boss + RingCentral
Create new Follow Up Boss inquiries or website events from new RingCentral sms/mms messages
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RingCentral + Follow Up Boss
Create or update contacts in Follow Up Boss from new voicemails in RingCentral
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RingCentral + Follow Up Boss
Create or update Follow Up Boss contacts when new sms/mms received in RingCentral
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RingCentral + Follow Up Boss

Create or update contacts in Follow Up Boss from new RingCentral call log records

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RingCentral + Follow Up Boss

Create RingCentral video meetings for new Follow Up Boss contacts

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Follow Up Boss + RingCentral

Send sms/mms in RingCentral when new tags are added to contacts in Follow Up Boss

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Follow Up Boss + RingCentral

Create new Follow Up Boss inquiries or website events from new RingCentral sms/mms messages

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RingCentral + Follow Up Boss

Create or update contacts in Follow Up Boss from new voicemails in RingCentral

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RingCentral + Follow Up Boss

Create or update Follow Up Boss contacts when new sms/mms received in RingCentral

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RingCentral + Follow Up Boss

Send sms/mms in RingCentral for new contacts in Follow Up Boss
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Follow Up Boss + RingCentral
Update stages in Follow Up Boss and instantly send sms/mms through RingCentral
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Follow Up Boss + RingCentral

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Follow Up Boss with RingCentral - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 Contact" in RingCentral.

You’re connected!

Zapier seamlessly connects Follow Up Boss and RingCentral, 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.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- 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
- Description
Trigger
Instant
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- Description
Trigger
Instant
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New Fax Received
Triggers when there is a new fax received.
Trigger
Instant
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- Type
- Status
  Required
Trigger
Instant
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- ACE setup and testing
- Duration Unit
- Time Format
- Format
- Include recording file outputs
- Generate text file output
Trigger
Instant
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- Documentation
- Team Mention Syntax
- How do you want to specify the chat Id?
  Required
- Text
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- RingCentral Features Required
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag name
  Required
Trigger
Instant
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- 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
- Description
- Call Log Type
  Required
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
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- Do Not Disturb (DND) Status
Trigger
Instant
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- Description
- Call Log Type
  Required
- Delay By
Trigger
Polling
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- Type
Trigger
Instant
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New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
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- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Phone Number From
  Required
- Phone Numbers To
  Required
- Text
  Required
- Files
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write

For AI agents & developers

Use Follow Up Boss and RingCentral with AI agents and code

Beyond Zap workflows. Call Follow Up Boss and RingCentral 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 RingCentral actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Collaborators
Create Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Follow Up Boss and RingCentral actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* follow-up-boss / ringcentral action */ });

Run the SDK docs

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 who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Follow Up Boss and RingCentral

Log call details in Follow Up Boss after call ends in RingCentral

When a call ends in RingCentral, Zapier logs the call details automatically in Follow Up Boss. This helps business owners maintain consistent lead communication records without manual data entry.

Business Owner

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Update customer profiles with call results from RingCentral

When call results are added into RingCentral, Zapier updates the respective customer profile in Follow Up Boss. This enables the support team to keep accurate and up-to-date customer records.

Customer Support Ops

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Send SMS alerts for new Follow Up Boss inquiries

When a new inquiry or website event is detected in Follow Up Boss, Zapier sends an SMS alert via RingCentral to the marketing team. This ensures leads are addressed quickly, improving response time.

Marketing & Marketing Ops

Try it

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate RingCentral on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to RingCentral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Follow Up Boss + RingCentral integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and RingCentral

How do I set up the integration between Follow Up Boss and RingCentral?

To set up the integration, you need to connect your Follow Up Boss and RingCentral accounts via our platform. This involves selecting Follow Up Boss as your trigger app and RingCentral as your action app. You will then configure the specific triggers, such as a new contact being added in Follow Up Boss, to initiate actions in RingCentral like sending a message or making a call.

What triggers are available for the Follow Up Boss and RingCentral integration?

The available triggers for this integration include new contact creation, updated contacts, or any custom activities from Follow Up Boss. These triggers can initiate calls, texts, or other communications within RingCentral.

Can I send a text from RingCentral when a new lead is added to Follow Up Boss?

Yes, when you integrate Follow Up Boss with RingCentral, you can configure it so that adding a new lead in Follow Up Boss automatically sends a predefined text message via RingCentral.

Is it possible to log calls from RingCentral into Follow Up Boss?

Our integration does support logging calls from RingCentral into your Follow Up Boss account. You can automate this process so that every time a call is made or received on RingCentral, it's recorded within your contact's activity timeline in Follow Up Boss.

What kind of actions can be triggered in RingCentral through this integration?

Actions that can be executed in RingCentral include sending SMS texts, making phone calls, and updating records based on triggers such as contact updates or lead additions in Follow Up Boss.

Do I need any technical skills to integrate these two platforms?

No technical skills are required. Our user-friendly interface guides you through setting up the integration by selecting triggers and corresponding actions step-by-step.

What should I do if my integration between Follow Up Boss and RingCentral isn’t working properly?

If you're experiencing issues with the integration, ensure that both your accounts are properly connected and check whether all configured triggers and actions are enabled. Our support team is also available to help troubleshoot any problems you're encountering.

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)

Similar apps

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

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Connect Follow Up Boss and RingCentral to power AI-driven automation

Launch your first automated workflow

Create or update contacts in Follow Up Boss from new RingCentral call log records

Create RingCentral video meetings for new Follow Up Boss contacts

Send sms/mms in RingCentral when new tags are added to contacts in Follow Up Boss

Create new Follow Up Boss inquiries or website events from new RingCentral sms/mms messages

Create or update contacts in Follow Up Boss from new voicemails in RingCentral

Create or update Follow Up Boss contacts when new sms/mms received in RingCentral

Create or update contacts in Follow Up Boss from new RingCentral call log records

Create RingCentral video meetings for new Follow Up Boss contacts

Send sms/mms in RingCentral when new tags are added to contacts in Follow Up Boss

Create new Follow Up Boss inquiries or website events from new RingCentral sms/mms messages

Create or update contacts in Follow Up Boss from new voicemails in RingCentral

Create or update Follow Up Boss contacts when new sms/mms received in RingCentral

Send sms/mms in RingCentral for new contacts in Follow Up Boss

Update stages in Follow Up Boss and instantly send sms/mms through RingCentral

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Follow Up Boss and RingCentral with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Follow Up Boss and RingCentral

Log call details in Follow Up Boss after call ends in RingCentral

Update customer profiles with call results from RingCentral

Send SMS alerts for new Follow Up Boss inquiries

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Learn how to automate RingCentral on the Zapier blog

3 ways to automate RingCentral with Zapier

Make work flow with AI

Frequently Asked Questions about Follow Up Boss + RingCentral integrations

Connect Follow Up Boss to RingCentral on the world's largest no-code automation platform