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

Our most popular template

Log new missed calls in RingCentral to Follow Up Boss
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RingCentral + Follow Up Boss
Create RingCentral video meetings for new Follow Up Boss contacts
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Follow Up Boss + RingCentral
Send sms/mms in RingCentral when new tags are added to contacts in Follow Up Boss
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Follow Up Boss + RingCentral
Create new Follow Up Boss inquiries or website events from new RingCentral sms/mms messages
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RingCentral + Follow Up Boss
Create or update contacts in Follow Up Boss from new voicemails in RingCentral
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RingCentral + Follow Up Boss
Create or update Follow Up Boss contacts when new sms/mms received in RingCentral
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RingCentral + Follow Up Boss

Log new missed calls in RingCentral to Follow Up Boss

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RingCentral + Follow Up Boss

Create RingCentral video meetings for new Follow Up Boss contacts

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Follow Up Boss + RingCentral

Send sms/mms in RingCentral when new tags are added to contacts in Follow Up Boss

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Follow Up Boss + RingCentral

Create new Follow Up Boss inquiries or website events from new RingCentral sms/mms messages

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RingCentral + Follow Up Boss

Create or update contacts in Follow Up Boss from new voicemails in RingCentral

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RingCentral + Follow Up Boss

Create or update Follow Up Boss contacts when new sms/mms received in RingCentral

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RingCentral + Follow Up Boss

Send sms/mms in RingCentral for new contacts in Follow Up Boss
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Follow Up Boss + RingCentral
Update stages in Follow Up Boss and instantly send sms/mms through RingCentral
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Follow Up Boss + RingCentral

How Zapier works

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

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

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

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

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 Follow Up Boss to RingCentral 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 + RingCentral 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 RingCentral

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

To set up the integration, you need to connect your Follow Up Boss and RingCentral accounts via our platform. This involves selecting Follow Up Boss as your trigger app and RingCentral as your action app. You will then configure the specific triggers, such as a new contact being added in Follow Up Boss, to initiate actions in RingCentral like sending a message or making a call.

What triggers are available for the Follow Up Boss and RingCentral integration?

The available triggers for this integration include new contact creation, updated contacts, or any custom activities from Follow Up Boss. These triggers can initiate calls, texts, or other communications within RingCentral.

Can I send a text from RingCentral when a new lead is added to Follow Up Boss?

Yes, when you integrate Follow Up Boss with RingCentral, you can configure it so that adding a new lead in Follow Up Boss automatically sends a predefined text message via RingCentral.

Is it possible to log calls from RingCentral into Follow Up Boss?

Our integration does support logging calls from RingCentral into your Follow Up Boss account. You can automate this process so that every time a call is made or received on RingCentral, it's recorded within your contact's activity timeline in Follow Up Boss.

What kind of actions can be triggered in RingCentral through this integration?

Actions that can be executed in RingCentral include sending SMS texts, making phone calls, and updating records based on triggers such as contact updates or lead additions in Follow Up Boss.

Do I need any technical skills to integrate these two platforms?

No technical skills are required. Our user-friendly interface guides you through setting up the integration by selecting triggers and corresponding actions step-by-step.

What should I do if my integration between Follow Up Boss and RingCentral isn’t working properly?

If you're experiencing issues with the integration, ensure that both your accounts are properly connected and check whether all configured triggers and actions are enabled. Our support team is also available to help troubleshoot any problems you're encountering.

Connect Follow Up Boss and RingCentral 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
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Message
  Required
Action
Write
- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
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Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
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- Delay By
Trigger
Polling
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- Type
  Required
- Status
  Required
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  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

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
Call Ended
Triggers when a call has been ended.
Trigger
Instant
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Phone Number
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write

Learn how to automate Follow Up Boss 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 RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn more

Related categories

Phone & SMS

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

Explore Follow Up Boss + RingCentral Integrations

mojo

kvcore

fireflies

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

Set up your first integration

Log new missed calls in RingCentral to Follow Up Boss

Create RingCentral video meetings for new Follow Up Boss contacts

Send sms/mms in RingCentral when new tags are added to contacts in Follow Up Boss

Create new Follow Up Boss inquiries or website events from new RingCentral sms/mms messages

Create or update contacts in Follow Up Boss from new voicemails in RingCentral

Create or update Follow Up Boss contacts when new sms/mms received in RingCentral

Log new missed calls in RingCentral to Follow Up Boss

Create RingCentral video meetings for new Follow Up Boss contacts

Send sms/mms in RingCentral when new tags are added to contacts in Follow Up Boss

Create new Follow Up Boss inquiries or website events from new RingCentral sms/mms messages

Create or update contacts in Follow Up Boss from new voicemails in RingCentral

Create or update Follow Up Boss contacts when new sms/mms received in RingCentral

Send sms/mms in RingCentral for new contacts in Follow Up Boss

Update stages in Follow Up Boss and instantly send sms/mms through RingCentral

How Zapier works

Select a trigger from Follow Up Boss

Setup an action from RingCentral

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

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 + RingCentral integrations

Connect Follow Up Boss and RingCentral 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

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

Explore Follow Up Boss + RingCentral Integrations

Explore Follow Up Boss + RingCentral Integrations