Follow Up Boss + SetSchedule

Create or update Follow Up Boss contacts for new SetSchedule opportunities

Effortlessly manage your leads with this streamlined workflow that connects SetSchedule and Follow Up Boss. When a new opportunity arises in SetSchedule, this automation ensures the contact is created or updated in Follow Up Boss without starting any action plans. Stay organized and never miss a chance to nurture potential clients with this seamless integration.

Effortlessly manage your leads with this streamlined workflow that connects SetSchedule and Follow Up Boss. When a new opportunity arises in SetSchedule, this automation ensures the contact is created or updated in Follow Up Boss without starting any action plans. Stay organized and never miss a chance to nurture potential clients with this seamless integration.

  1. When this happens...
    SetScheduleSetSchedule
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SetSchedule triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
    • TypeRequired

    • Full NameRequired

    • Email

    • Phone

    • Address Line

    • CityRequired

    • StateRequired

    • Region

    • ZipRequired

    • LatitudeRequired

    • LongitudeRequired

    • Price

    • Notes

    • TemperatureRequired

    • Next Activity

    • Schedule To

    Action
    Write
    • Type

    • Full Name

    • Email

    • Phone

    • Address Line

    • City

    • State

    • Region

    • Zip

    • Price

    • Latitude

    • Longitude

    Action
    Search
  • Follow Up Boss triggers, actions, and search

    New Deal

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

    Trigger
    Instant
    Try It
  • SetSchedule triggers, actions, and search

    Opportunity Updated

    Triggers when an opportunity was updated.

    Trigger
    Instant
    Try It
    • Opportunity IDRequired

    • NotesRequired

    • Temperature

    • Next Activity

    • Schedule ToRequired

    Action
    Write
  • 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
follow-up-boss logo
follow-up-boss logo

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

Related categories

  • CRM (Customer Relationship Management)

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setschedule logo
setschedule logo

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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