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

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Set up your first integration

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

Our most popular template

Log completed outgoing calls in OpenPhone to Follow Up Boss instantly
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OpenPhone + Follow Up Boss
Add or update OpenPhone contacts when new tags are added in Follow Up Boss
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Follow Up Boss + OpenPhone
Log completed OpenPhone calls in Follow Up Boss instantly
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OpenPhone + Follow Up Boss
Create notes in Follow Up Boss for new incoming messages received in OpenPhone
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OpenPhone + Follow Up Boss
Create notes in Follow Up Boss when call recordings are completed in OpenPhone
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OpenPhone + Follow Up Boss
Update stages of contacts in Follow Up Boss when new calls are completed in OpenPhone
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OpenPhone + Follow Up Boss

Log completed outgoing calls in OpenPhone to Follow Up Boss instantly

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OpenPhone + Follow Up Boss

Add or update OpenPhone contacts when new tags are added in Follow Up Boss

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Follow Up Boss + OpenPhone

Log completed OpenPhone calls in Follow Up Boss instantly

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OpenPhone + Follow Up Boss

Create notes in Follow Up Boss for new incoming messages received in OpenPhone

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OpenPhone + Follow Up Boss

Create notes in Follow Up Boss when call recordings are completed in OpenPhone

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OpenPhone + Follow Up Boss

Update stages of contacts in Follow Up Boss when new calls are completed in OpenPhone

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OpenPhone + Follow Up Boss

Update stages of contacts in Follow Up Boss when new call recordings are completed in OpenPhone
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OpenPhone + Follow Up Boss
Update and manage OpenPhone contacts when new stages are updated in Follow Up Boss
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Follow Up Boss + OpenPhone

How Zapier works

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

An action is what takes place after the automation is triggered. For example, with OpenPhone, the action could be "Create or Update Contact."

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

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

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 OpenPhone 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 + OpenPhone 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 OpenPhone

How can I integrate Follow Up Boss with OpenPhone?

You can integrate Follow Up Boss with OpenPhone using our automation platform by creating a 'Zap' that defines specific triggers and actions. This allows the two platforms to communicate and automate tasks between each other.

What are the common triggers for integration between Follow Up Boss and OpenPhone?

Triggers for integrating Follow Up Boss with OpenPhone include receiving a new call or text in OpenPhone, or creating a new contact in Follow Up Boss. These events can initiate automated workflows that you define.

Can I automate sending an SMS from OpenPhone when a new deal is created in Follow Up Boss?

Yes, you can set up an automation to send an SMS from OpenPhone whenever a new deal is created in Follow Up Boss by configuring the appropriate trigger and action within our platform.

Is it possible to log calls made in OpenPhone into Follow Up Boss automatically?

Certainly! Through our integration, you can automatically log calls made in OpenPhone into your Follow Up Boss account by setting this action during the configuration process.

How do I update contact information in both systems simultaneously?

To update contact information across both systems, create an automation where updating a contact in either platform triggers an update in the other. This ensures data consistency between your applications.

Are there pre-built templates available for integrating these services?

We provide pre-built Zap templates that simplify the integration process between Follow Up Boss and OpenPhone. These templates offer commonly used workflows that you can customize further based on your needs.

What actions can be triggered in Follow Up Boss when receiving communications via OpenPhone?

Actions such as creating or updating contacts, logging communication history, or triggering tasks can be initiated in Follow Up Boss when receiving calls or texts via OpenPhone using our integration services.

Connect Follow Up Boss and OpenPhone 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
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- 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
- Select Phone Numbers
  Required
Trigger
Instant
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- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- From
  Required
- To
  Required
- Message
  Required
- Mark conversation as done
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
- Select Phone Numbers
  Required
Trigger
Instant
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- Select Phone Numbers
  Required
Trigger
Instant
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- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate OpenPhone 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.