Follow Up Boss + SetSchedule

Create new SetSchedule opportunities when person stages are updated in Follow Up Boss

Stay on top of your business deals with this efficient workflow. Whenever a person's stage is updated in Follow Up Boss, a new opportunity is immediately created in SetSchedule. This seamless automation ensures you never miss capitalizing on potential leads, helping your sales process remain organized and productive. Boost your productivity and keep your sales funnel tight, updated, and profitable.

When this happens...
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create Opportunity
Creates a new opportunity
ActionWrite

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Supported triggers and actions

What does this mean?

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 IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
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 IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
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

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 nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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 IDRequired
Action
Search
Opportunity Updated
Triggers when an opportunity was updated.
Trigger
Instant
Try It
- Opportunity IDRequired
- NotesRequired
- Temperature
- Next Activity
- Schedule ToRequired
Action
Write

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 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

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

Related Zap Templates

Create or update Follow Up Boss contacts for new SetSchedule opportunities

Create new inquiries or website events in Follow Up Boss for new opportunities in SetSchedule

Add tags to contacts in Follow Up Boss when new opportunities arise in SetSchedule

Follow Up Boss + SetSchedule

Create new SetSchedule opportunities when person stages are updated in Follow Up Boss

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

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

Create Note

Subject

Message is HTML

Log Call

Note

Call Duration

Reassign Agent

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

New Opportunity

Create Opportunity

Email

Phone

Address Line

Region

Price

Notes

Next Activity

Schedule To

Find Opportunity

Type

Full Name

Email

Phone

Address Line

City

State

Region

Zip

Price

Latitude

Longitude

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Description

Price

Commission