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

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Create Procore projects for new Follow Up Boss contacts
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Follow Up Boss + Procore

Create Procore projects for new Follow Up Boss contacts

Follow Up Boss + Procore

How Zapier works

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

An action is what takes place after the automation is triggered. For example, with Procore, the action could be "Create Incident."

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

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

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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25m

Customers have created over 25 million Zaps on the platform

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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 Procore 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 Follow Up Boss and Procore 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
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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message
  Required
Action
Write
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Event Type
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- Folder
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- Description
- Incident Event Date
- Distribution Member IDs
- Is Private?
- Is Recordable?
- Status
  Required
- Is Time Unknown?
- Incident Title
  Required
- Contributing Behavior ID
- Contributing Condition ID
- Hazard ID
- Location ID
Action
Write
- Company
  Required
- Project
  Required
- First Name
  Required
- Last Name
  Required
- Is Employee
  Required
- Employee Id
  Required
- Origin Id
  Required
Action
Write
- Company
  Required
- Project
  Required
- Incident Title
  Required
- Number
- Change_event_status
  Required
- Change_order_change_reason
- Event_scope
  Required
- Event Type
  Required
- Rfi
- Attachment
- Attachment_name
Action
Write
- Company
  Required
- Name
  Required
- Address
- City
- State_code
- Zip
- Country_code
- Business_phone
- Mobile_phone
- Fax_number
- Email_address
  Required
- Is_active
- Authorized_bidder
- Prequalified
- Labor_union
- License_number
- Website
- Union_member
- Non_union_prevailing_wage
- Abbreviated_name
- Notes
- Vendor_group_id
- Primary_contact_id
- Origin Id
  Required
- Origin_data
- Origin_code
- Affirmative_action
- Small_business
- African_american_business
- Hispanic_business
- Womens_business
- Historically_underutilized_business
- Sdvo_business
- Certified_business_enterprise
- Asian_american_business
- Native_american_business
- Disadvantaged_business
- Minority_business_enterprise
- Eight_a_business
Action
Write
- Company
  Required
- Project
  Required
- Code
  Required
- Name
  Required
- Position
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Parent_folder
- File
  Required
- Description
- Is_tracked
- Explicit_permissions
Action
Write
- Company
  Required
- Project
  Required
- Drawing_set
  Required
- Drawing_area
  Required
- Drawing
  Required
- Name
  Required
- Drawing_number_contains_revision
- Drawing_date
- Received_date
Action
Write
- Company
  Required
- Project
  Required
- Template
  Required
- Name
  Required
- Number
- Description
- Inspection_date
- Point_of_contact
- Inspectee
- Personal
- Responsible_contractor
- Spec_section
- Status
  Required
- Trade
  Required
- Inspectors
- Spec_location
- Attachment
- Attachment_name
Action
Write
- Company
  Required
- Project
  Required
- Date
- Notes
- Num_workers
- Num_hours
- Contact_id
- User_id
- Cost_code_id
- Location ID
- Trade_id
Action
Write
- Company
  Required
- Name
  Required
- Total_value
- Project_number
- Description
- Active
  Required
- Address
- City
- State_code
- Zip
- Country_code
- Phone
- Estimated_start_date
- Estimated_completion_date
- Warranty_start_date
- Warranty_end_date
- Flag
- Office
- Public_notes
- Project_stage
- Project_type
- Project_region
- Project_template
- Project_bid_type
- Program
- Square_feet
- Copy_from_standard_cost_code_list
Action
Write
- Company
  Required
- Project
  Required
- Incident Title
  Required
- Vendor
  Required
- Assignee
- Bill_to_address
- Delivery_date
- Description
- Executed
- Number
- Payment_terms
- Is Private?
- Retainage_percent
- Ship_to_address
- Ship_via
- Status
  Required
Action
Write
- Company
  Required
- Project
  Required
- Number
- Incident Title
  Required
- Actual_delivery_date
- Confirmed_delivery_date
- Cost_code
- Description
- Design_team_review_time
- Distribution_members
- Due_date
- Internal_review_time
- Issue_date
- Lead_time
- Location
- Is Private?
- Received_date
- Required_on_site_date
- Responsible_contractor
- Revision
- Specification_section
- Status
  Required
- Sub_job
- Submit_by
- Submittal_manager
- Custom_textarea_1
- Custom_textfield_1
- Attachment_id
- Attachment_filename
  Required
- Attachment_url
Action
Write
- Company
  Required
- Project
  Required
- Incident Title
  Required
- Number
- Description
- Due_date
- Status
  Required
- Is Private?
- Assignee
Action
Write
- Company
  Required
- Project
  Required
- Incident_id
  Required
- Description
- Status
  Required
- Incident Title
  Required
- Incident Event Date
Action
Write
- Company
  Required
- Project
  Required
- Meeting
  Required
- Overview
  Required
Action
Write
- Company
  Required
- Project
  Required
- Contract_id
  Required
- Actual_completion_date
- Contract_estimated_completion_date
- Contract_start_date
- Description
- Exclusions
- Executed
- Inclusions
- Number
- Is Private?
- Retainage_percent
- Signed_contract_received_date
- Status
  Required
- Incident Title
  Required
- Vendor_id
Action
Write
- Company
  Required
- Project
  Required
- Incident_id
  Required
Action
Search
- Company
  Required
- Project
  Required
- Project Task ID
  Required
Action
Search
- Company
  Required
- Project
  Required
- Submittal
Action
Search

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
- 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
- Company
  Required
- Project
  Required
- Drawing_area
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- First Name
  Required
- Last Name
  Required
- Is Employee
  Required
- Employee Id
  Required
- Active
  Required
- Origin Id
  Required
Action
Write
- Company
  Required
- Project
  Required
- Date
- Description
- Start_hour
- Start_minute
- End_hour
- End_minute
- Subject_from
- Subject_to
Action
Write
- Company
  Required
- First Name
  Required
- Last Name
  Required
- Email_address
  Required
- Job_title
- Address
- City
- State_code
- Zip
- Country_code
- Business_phone
- Business_phone_extension
- Mobile_phone
- Fax_number
- Email_signature
- Is_active
- Is Employee
  Required
- Employee Id
  Required
- Origin Id
  Required
- Vendor_id
- Notes
- Initials
Action
Write
- Company
  Required
- Project
  Required
- Sub_job
- Standard_cost_code_list
  Required
Action
Write
- Company
  Required
- Project
  Required
- Vendor
  Required
- Trade
  Required
- Date
- Notes
- Apprentice_hours
- Number_of_apprentice_workers
- Foreman_hours
- Number_of_foreman_workers
- Journeyman_hours
- Number_of_journeyman_workers
- Number_of_other_workers
- Other_hours
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Parent
- Is_tracked
- Explicit_permissions
Action
Write
- Company
  Required
- Project
  Required
- Image_name
  Required
- Image_category
  Required
- File
  Required
- Is Private?
- Source
- Image_location
Action
Write
- Company
  Required
- Project
  Required
- Number
- Incident Title
  Required
- Status
  Required
- Instruction_type
  Required
- Description
- Instruction_from
- Date_received
- Schedule_impact_status
  Required
- Schedule_impact_value
- Cost_impact_status
  Required
- Cost_impact_value
- Is Private?
- Attentions
- Distribution_members
- Trades
Action
Write
- Company
  Required
- Project
  Required
- Item_type
  Required
- Name
  Required
- Description
- Assignee
- Due_date
- Number
- Personal
- Priority
- Status
  Required
- Trade
  Required
- Observation_location
- Attachment_item
- Attachment_item_name
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Description
- Due
- Position
- Priority
- Is Private?
- Status
  Required
- Date_initiated
- Schedule_impact
- Schedule_impact_days
- Reference
- Cost_impact
- Cost_impact_amount
- Trade_id
- Punch_item_type_id
- Login_information_ids
- Location ID
- Attachment
- Attachment_name
Action
Write
- Company
  Required
- Project
  Required
- Subject
- Rfi_manager
  Required
- Question_body
  Required
- Attachments
- Reference
- Assignees
  Required
- Draft
- Due_date
- Rfi_submitted_by
- Responsible_contractor
- Distributions
- Number
- Is Private?
- Schedule_impact_status
  Required
- Schedule_impact_value
- Cost_impact_status
  Required
- Cost_impact_value
- Rfi_location
- Drawing_number
- Specification_section
- Cost_code
- Custom_textfield_1
- Custom_textfield_2
- Attachment_id
- Attachment_name
- Attachment_url
- Can_be_viewed
- Filename
- Viewable
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Code
  Required
Action
Write
- Company
  Required
- Project
  Required
- Hours
- Lunch_time
- Party_id
- Time_in
- Time_out
- Billable
- Date
- Datetime
- Description
- Timecard_time_type_id
- Timesheet_id
- Cost_code_id
- Sub_job_id
- Location ID
- Login_information_id
- Origin Id
  Required
- Origin_data
- Line_item_type_id
Action
Write
- Company
  Required
- Project
  Required
- Manpower_log
  Required
- Date
- Notes
- Num_workers
- Num_hours
- Contact
- User
- Cost_code
- Log_location
- Trade
  Required
Action
Write
- Project
  Required
- Submittal_id
  Required
- Required_on_site_date
- Number
Action
Write
- Company
  Required
- Project
  Required
- Incident Title
  Required
- Number
- Description
- Actual_completion_date
- Contract_estimated_completion_date
- Contract_start_date
- Exclusions
- Executed
- Inclusions
- Invoice_contact_users
- Is Private?
- Retainage_percent
- Signed_contract_received_date
- Status
  Required
- Vendor
  Required
Action
Write
- Company
  Required
- Project
  Required
- Document
Action
Search
- Project
  Required
- Project Scheduled Task
Action
Search
- Company
  Required
- Project
  Required
- Timesheet_id
Action
Search

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Procore 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 Procore

Procore is a construction project management platform built in the cloud.

Related categories

Project Management

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