Connect Real Geeks and Follow Up Boss to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Real Geeks with Follow Up Boss - no code necessary. See how you can get setup in minutes.

Select a trigger from Real Geeks

A trigger is an event that starts your Zap and runs the workflow. For example, with Real Geeks, a trigger could be "New Lead."
A trigger is the event that kicks off your automated workflow.

Setup an action from Follow Up Boss

An action is what takes place after the automation is triggered. For example, with Follow Up Boss, the action could be "Add Collaborators."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Real Geeks to Follow Up Boss

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Real Geeks to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Real Geeks and Follow Up Boss to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Site
      Required
    Trigger
    Instant
    Try It
  • 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
    • Stage name
    Trigger
    Instant
    Try It
    • Site
      Required
    • Agent
    • Source
      Required
    • Type
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    • Address
    • Street Address
    • City
    • State
    • Zip Code
    • Contact Message
    • Notes
    • Region
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    New Contact

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

    Trigger
    Instant
    Try It
    • Tag name
      Required
    Trigger
    Instant
    Try It

Learn how to automate Real Geeks on the Zapier blog

Learn how to automate Follow Up Boss on the Zapier blog

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About Real Geeks
Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.
Learn moreHelp
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  • CRM (Customer Relationship Management)
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    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)
    Similar apps
    Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
  • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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