Follow Up Boss + Zoho Desk

Create new Zoho Desk accounts for Follow Up Boss contacts

Effortlessly manage your customer relationships with this Follow Up Boss and Zoho Desk integration. Whenever a new contact is added in Follow Up Boss, an account will be created in Zoho Desk. This seamless workflow enables your team to keep track of customer interactions and provide better support, without manually transferring information between systems.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Account
Creates a new account.
ActionWrite

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Supported triggers and actions

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
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- StatusRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- ContentRequired
- PublicRequired
Action
Write
- OrganizationRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- From Address (E-Mail)Required
- To Address (E-Mail)Required
- Content TypeRequired
- Reply ContentRequired
- Is Forward
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Select OrganizationRequired
- EmailRequired
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
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- Direction
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- Ticket IDRequired
- FileRequired
- Public
Action
Write
- OrganizationRequired
- Account NameRequired
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write
- OrganizationRequired
- DepartmentRequired
- ContactRequired
- SubjectRequired
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- Ticket NumberRequired
Action
Search
- OrganizationRequired
- EmailRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or 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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Learn more

Related categories

Related Zap Templates

Add new Follow Up Boss contacts to Zoho Desk as contacts automatically

Related Zap Templates

Add new Follow Up Boss contacts to Zoho Desk as contacts automatically

Follow Up Boss + Zoho Desk

Create new Zoho Desk accounts for Follow Up Boss contacts

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

New Account

New Attachment

New Contact

New Status Change

Updated Ticket

Add Comment

Create Contact

Send E-Mail Reply

API Request (Beta)

Find Contact

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

New Agent

New Comment

New Message

New Ticket

Add Attachment

Create Account

Create Ticket

Update Ticket

Search Ticket

Find or Create Contact

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About Zoho Desk

Related categories

Related Zap Templates

Related Zap Templates