CallRail + Follow Up Boss

Tag phone calls in CallRail and apply action plans to contacts in Follow Up Boss

Easily manage communication streams between CallRail and Follow Up Boss with this efficient workflow. When a phone call gets tagged in CallRail, it will promptly apply an Action Plan to a contact in your Follow Up Boss account. Streamline your task management and keep your contacts engaged without manual intervention, saving precious time and enhancing productivity.

When this happens...
Phone Call Tagged
Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.
TriggerInstant
automatically do this!
Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
ActionWrite

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Supported triggers and actions

- AccountRequired
- CompaniesRequired
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- AccountRequired
- CompanyRequired
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Instant
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- AccountsRequired
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Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountsRequired
Trigger
Instant
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New Deal
Fires when a new deal is created in Follow Up Boss.
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Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
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Instant
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- Tag nameRequired
Trigger
Instant
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- 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

- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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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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- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn more

Related categories

Call Tracking

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

Related Zap Templates

Start new Follow Up Boss contacts for CallRail phone calls started without triggering action plans

CallRail + Follow Up Boss

Tag phone calls in CallRail and apply action plans to contacts in Follow Up Boss

Phone Call Completed

Phone Call Started

Company Created

Form Capture Tagged

Session Tracker Created

SMS Sent

User Created

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

Phone Call Marked as Spam

Phone Call Tagged

Form Captured

Outbound Call Completed

SMS Received

Source Tracker Created

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)

About CallRail

Related categories

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates