Connect kvCORE to Follow Up Boss and automate any workflow
Create your first workflow
Quickly connect kvCORE to Follow Up Boss with a Zapier template.
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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.
- Campaign Zap IDRequired
Try It- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It - Pipeline name
- Stage name
Try It
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try It - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try It - New Contact
Fires when a new contact is created in Follow Up Boss.
Try It