Connect Follow Up Boss and kvCORE to unlock the power of automation

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Set up your first integration

Quickly connect Follow Up Boss to kvCORE with a Zapier template.

Our most popular template

Add new kvCORE leads to Follow Up Boss
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kvCORE + Follow Up Boss
Create new contacts in kvCORE when new contacts are added in Follow Up Boss
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Follow Up Boss + kvCORE
Update contacts in kvCORE each time new contacts are added in Follow Up Boss
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Follow Up Boss + kvCORE
Update Follow Up Boss Contacts with New kvCORE Leads
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kvCORE + Follow Up Boss
Create notes in Follow Up Boss for new leads in kvCORE
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kvCORE + Follow Up Boss
Create follow up boss contacts from new kvCORE leads
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kvCORE + Follow Up Boss

Add new kvCORE leads to Follow Up Boss

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kvCORE + Follow Up Boss

Create new contacts in kvCORE when new contacts are added in Follow Up Boss

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Follow Up Boss + kvCORE

Update contacts in kvCORE each time new contacts are added in Follow Up Boss

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Follow Up Boss + kvCORE

Update Follow Up Boss Contacts with New kvCORE Leads

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kvCORE + Follow Up Boss

Create notes in Follow Up Boss for new leads in kvCORE

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kvCORE + Follow Up Boss

Create follow up boss contacts from new kvCORE leads

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kvCORE + Follow Up Boss

Create Follow Up Boss inquiries or website events from new kvCORE leads
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kvCORE + Follow Up Boss
Organize new kvCORE leads by adding tags to contacts in Follow Up Boss
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kvCORE + Follow Up Boss

How Zapier works

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

Select a trigger from Follow Up Boss

A trigger is an event that starts your Zap and runs the workflow. For example, with Follow Up Boss, a trigger could be "New Appointment."

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

Setup an action from kvCORE

An action is what takes place after the automation is triggered. For example, with kvCORE, the action could be "Create Contact (Post)."

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

That’s it! You just connected Follow Up Boss to kvCORE

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 who say using Zapier has made them better at their job

25m

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 Follow Up Boss to kvCORE 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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Frequently Asked Questions about Follow Up Boss + kvCORE 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 kvCORE

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

To set up the integration, you'll need access to both your Follow Up Boss and kvCORE accounts. Begin by navigating to the integration settings in our application. From there, you'll be prompted to connect each account by entering the necessary API keys or authentication credentials. Once successfully connected, you can start configuring triggers and actions as per your requirements.

What kind of data can be synced between Follow Up Boss and kvCORE?

The integration allows syncing of various data types including contacts, leads, and notes. Additionally, you can automate updates such as lead status changes or appointment scheduling. For example, a new lead added in Follow Up Boss can automatically create a corresponding entry in kvCORE.

Are there specific triggers available for this integration?

Yes, there are several triggers available such as new contact creation, lead qualification updates, and deal stage changes. These triggers will initiate specific actions across your connected systems, helping keep your data consistent.

Can I customize actions based on certain triggers?

Absolutely! You can tailor the actions within kvCORE based on specific triggers from Follow Up Boss. For instance, when a lead reaches a particular stage in Follow Up Boss, you could automate sending an email campaign from kvCORE without manual intervention.

How often does synchronization occur between the two systems?

Synchronization typically occurs in real-time or near real-time following any trigger event configuration you have set up within our system. Delays might happen depending on server load or individual settings adjustments.

Is technical support available if I encounter issues with the integration setup?

Yes, our technical support team is available to help resolve any issues during the integration setup or usage process. We recommend reaching out through our support portal where you’ll find documentation along with contact details for direct assistance.

Do I need any special permissions in my accounts to integrate Follow Up Boss with kvCORE?

Yes, ensure that you have admin permissions in both Follow Up Boss and kvCORE accounts to establish the integration successfully. Lack of sufficient permissions might prevent synchronization or action execution within these platforms.

Connect Follow Up Boss and kvCORE 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 Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- 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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message
  Required
Action
Write
- Campaign Zap ID
  Required
Trigger
Instant
Try It
- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tag name
  Required
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
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
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
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Trigger
Instant
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- Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
Action
Write

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate kvCORE on the Zapier blog

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

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Explore Follow Up Boss + kvCORE Integrations

activecampaign

Connect Follow Up Boss and kvCORE to unlock the power of automation

Set up your first integration

Add new kvCORE leads to Follow Up Boss

Create new contacts in kvCORE when new contacts are added in Follow Up Boss

Update contacts in kvCORE each time new contacts are added in Follow Up Boss

Update Follow Up Boss Contacts with New kvCORE Leads

Create notes in Follow Up Boss for new leads in kvCORE

Create follow up boss contacts from new kvCORE leads

Add new kvCORE leads to Follow Up Boss

Create new contacts in kvCORE when new contacts are added in Follow Up Boss

Update contacts in kvCORE each time new contacts are added in Follow Up Boss

Update Follow Up Boss Contacts with New kvCORE Leads

Create notes in Follow Up Boss for new leads in kvCORE

Create follow up boss contacts from new kvCORE leads

Create Follow Up Boss inquiries or website events from new kvCORE leads

Organize new kvCORE leads by adding tags to contacts in Follow Up Boss

How Zapier works

Select a trigger from Follow Up Boss

Setup an action from kvCORE

That’s it! You just connected Follow Up Boss to kvCORE

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

Make work flow with AI

Frequently Asked Questions about Follow Up Boss + kvCORE integrations

Connect Follow Up Boss and kvCORE to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Learn how to automate kvCORE on the Zapier blog

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

Explore Follow Up Boss + kvCORE Integrations

Explore Follow Up Boss + kvCORE Integrations