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How Zapier works

Zapier makes it easy to integrate Follow Up Boss with LeadConnector - 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 LeadConnector

An action is what takes place after the automation is triggered. For example, with LeadConnector, the action could be "Add/Update Contact."
An action is the event that your automated workflow performs when triggered.

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

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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 LeadConnector integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Follow Up Boss + LeadConnector 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 LeadConnector

How does the integration between Follow Up Boss and LeadConnector work?

The integration between Follow Up Boss and LeadConnector allows you to automate your workflow by connecting the two platforms. Triggers in Follow Up Boss, such as a new contact or updated deal stage, can prompt actions in LeadConnector, like sending an email or updating a lead’s information.

What triggers can I use in Follow Up Boss for this integration?

In our integration setup, you can use triggers such as 'New Contact', 'Updated Contact', or 'New Deal' from Follow Up Boss to initiate actions in LeadConnector.

What are some example actions I can perform on LeadConnector when a trigger occurs in Follow Up Boss?

When a trigger occurs in Follow Up Boss, you can automate actions like creating or updating a lead, sending automated follow-up emails, or adding contacts to specific lists within LeadConnector.

Is it possible to customize the triggers and actions for the integration?

Yes, our integration tools allow you to fully customize both triggers from Follow Up Boss and the resulting actions on LeadConnector according to your business needs.

Can this integration support multiple users within the same company?

Indeed, multiple users within your company can leverage this integration simultaneously. Each user can set up personal triggers and actions based on their role-specific requirements.

Do I need any technical skills to set up the integration between Follow Up Boss and LeadConnector?

No technical skills are needed. Our platform is designed with user-friendly interfaces that enable step-by-step configuration of integrations without coding.

How do I troubleshoot if my automation between Follow Up Boss and LeadConnector isn't working?

If you're encountering issues with your automation setup, check the logs for any errors first. Ensure that both the trigger conditions in Follow Up Boss and the intended actions in LeadConnector are correctly configured. Our support team is also available for assistance if needed.

Connect Follow Up Boss and LeadConnector 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.

  • Follow Up Boss triggers, actions, and search
    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
  • Follow Up Boss triggers, actions, and search
    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    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
    • Tag(s)
      Required
    Action
    Write

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate LeadConnector on the Zapier blog

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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 moreHelp
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    leadconnector logo
    leadconnector logo
    About LeadConnector
    LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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