Follow Up Boss + SurveySparrow

Create new Follow Up Boss inquiries or website events from SurveySparrow submissions

Easily manage inquiries from SurveySparrow respondents by connecting it directly to Follow Up Boss. This workflow triggers every time a new submission comes in on SurveySparrow, seamlessly creating a new inquiry or website event within Follow Up Boss. Stay organized and efficiently follow up with potential clients while streamlining your lead management process.

When this happens...
New Submission
Triggers when a survey receives a new submission.
TriggerInstant
automatically do this!
New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
ActionWrite

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Supported triggers and actions

- CES SurveyRequired
Trigger
Instant
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- NPS SurveyRequired
Trigger
Instant
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- CES SurveyRequired
- Email Share TemplateRequired
- Recipient EmailRequired
Action
Write
- CES SurveyRequired
- WhatsApp Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- CSAT SurveyRequired
- Email Share TemplateRequired
- Recipient EmailRequired
Action
Write

- CSAT SurveyRequired
- WhatsApp Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- NPS SurveyRequired
- SMS Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write

- SurveyRequired
- Email Share TemplateRequired
- Recipient EmailRequired
Action
Write
- ClassicForm SurveyRequired
- WhatsApp Share TemplateRequired
- Recipient Phone NumberRequired
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 nameRequired
Trigger
Instant
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- 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

- CSAT SurveyRequired
Trigger
Instant
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- SurveyRequired
Trigger
Instant
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- CES SurveyRequired
- SMS Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- Email
- Name
- Mobile
Action
Write
- CSAT SurveyRequired
- SMS Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- NPS SurveyRequired
- Email Share TemplateRequired
- Recipient EmailRequired
Action
Write
- NPS SurveyRequired
- WhatsApp Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
- SurveyRequired
- SMS Share TemplateRequired
- Recipient Phone NumberRequired
Action
Write
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 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

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.

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