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Quickly connect Daily AI Mortgage to Follow Up Boss with a Zapier template.

Our most popular template

Create or update Daily AI Mortgage contacts for new Follow Up Boss contacts
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Follow Up Boss + Daily AI Mortgage

Create or update Daily AI Mortgage contacts for new Follow Up Boss contacts

Follow Up Boss + Daily AI Mortgage

How Zapier works

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

Select a trigger from Daily AI Mortgage

A trigger is an event that starts your Zap and runs the workflow. For example, with Daily AI Mortgage, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Follow Up Boss

An action is what takes place after the automation is triggered. For example, with Follow Up Boss, the action could be "Add Collaborators."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Daily AI Mortgage to Follow Up Boss

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

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

Learn about AI automation

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Connect Daily AI Mortgage and Follow Up Boss to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 Contact
Triggers when a new contact is created for some specific user.
Trigger
Instant
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- Loan#
  Required
- Milestone/Status
- Loan Purpose
- Borrower - First Name
  Required
- Borrower - Last Name
- Borrower - Email
- Phone Number
- Borrower - Contact Source
- Address Line 1
- Address Line2
- City
- Property State
- Property Zip
- Lock Date
- Closing Date
- Funded Date
- Lender
- Loan Type
- Loan Program
- Term
- Rate (%)
- Loan Amount
- Purchase Price
- Down Payment
- Loan To Value Percentege
- Appraised Value
- Income
- Credit Score (Borrower)
- Credit Score (Secondary or Co Borrower)
- LOA
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 name
  Required
Trigger
Instant
Try It

- Contact Phone, Email, or ID
  Required
- Tags
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage name
Action
Write

- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline name
- Stage name
- Team Member(s)
- 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
- Contact Phone, Email, or ID
  Required
Action
Search

- First Name
  Required
- Last Name
- Email
- Phone Number
- Source
- Tags
- Groups
- Date Of Birth
- Gender
- Address Line 1
- Address Line2
- City
- State
- Zip Code
- Notes
Action
Write
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 ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- 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 ID
  Required
- 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
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Message
  Required
Action
Write

Learn how to automate Follow Up Boss on the Zapier blog

About Daily AI Mortgage

Daily AI Mortgage helps loan officers convert more leads and manage transactions.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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