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Follow Up Boss

Don't limit yourself to Follow Up Boss' features. Turn your CRM into a hub for your business by adding automation into the mix.

5 ways to automate Follow Up Boss | Zapier

5 ways to automate Follow Up Boss with Zapier

Reaching out to your real estate prospects when they're actively searching for a place lets you capture their interest when it's highest. Using this Zapier integration, every new lead that completes your Facebook Lead Ad will be entered as a contact on Follow Up Boss, letting you focus on conversion, not admin work.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

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.

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

New Appointment

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

New Deal

Fires when the stage of a deal is updated in Follow Up Boss.

Deal Stage Updated

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

New Contact

Fires when a contact's stage is updated in Follow Up Boss.

Person Stage Updated

Fires when a tag is added to a contact in Follow Up Boss.

Tag Added to Contact

Search for a contact by email, phone number, or Follow Up Boss ID.

Find a Contact

Adds selected users as collaborated on a given contact.

Add Collaborators

Add Tags to a Contact

Applies a selected action plan to a contact.

Apply an Action Plan to a Contact

Changes the stage of an existing contact.

Change Stage of a Contact

Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

Create or Update Contact Without Triggering Action Plans

Create Deal

Create Note

Create Task

Log Call

Pauses a selected action plan for a contact.

Pause an Action Plan for a Contact

Assign a different agent to this contact.

Reassign Agent

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.

New Inquiry or Website Event

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create or update contacts in Follow Up Boss from new Facebook Lead Ad leads

Looking to combine the power of Follow Up Boss with the ubiquity of FaceBook Lead Ads? This Zapier integration will add every new lead that is created from your FaceBook Lead Ad to Follow Up Boss. There Follow Up Boss can add it to a starting action plan and send detailed notifications about the new lead.

Create contacts in Follow Up Boss for new FaceBook Lead Ads leads

This integration allows you to nurture your client relationships personally and keep your CRM updated at the same time. When there is a new Calendly invitee, a corresponding contact will be created or updated without triggering action plans in Follow Up Boss.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Calendly

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

Create or update contacts without triggering action plans in Follow Up Boss from Calendly invitees

Want to make sure your open house guests are seamlessly engaged by your online marketing? Zapier's Curb Hero integration will automatically sync your open house leads with Follow Up Boss where they can be nurtured towards a transaction.

Curb Hero (formerly Block Party) is a simple, yet powerful, digital Open House sign-in app + property marketing tool used by thousands of real estate agents and mortgage professionals. It's proven to save time and get better quality lead data. 
Using Curb Hero subscription-free app, Realtors can quickly create a digital open house sign-in that is a showcase for their brand. Their logo, photos, color palette, lead questions, and follow-up messaging are all customizable. Curb Hero's Zapier integration can be used to unlock infinite possibilities with the data collected at open houses or in property marketing!

Curb Hero

Triggers when a lead is updated in Curb Hero

Updated Lead

Triggers when a new lead is added in Curb Hero

Create contacts in Follow Up Boss when new lead are added to Curb Hero

This integration lets you keep your contact details up to date without having to jump back and forth between platforms. Set it up to automatically add new, or update existing, contacts in Follow Up Boss --  without triggering an action plan -- as soon a new kvCORE leads is captured.

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

kvCORE

Triggers when a campaign action runs for a specific Zap ID.

Campaign Action

Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

Creates a new contact within an account, optionally assigned to an agent.

Create Contact (Post)

Update Contact

Add new kvCORE leads to Follow Up Boss

Easily keep track of new inquiries and website events from Jotform submissions with this convenient workflow. When a new submission is received in Jotform, it seamlessly creates a new inquiry or website event in the Follow Up Boss app. Stay organized and never miss an opportunity to engage with potential leads and clients using this automation.

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Jotform

Triggers when a new submission has been added to a specific form.

New Submission

Triggers when a signed document is received.

New Signed Document

Assign Form

Invite assignees to complete your pre-populated form

Assign Prefilled Form

Create Submission

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

When you have new responses from your online form, you may want the activity details added to your CRM. This integration makes it easy by automatically creating a new inquiry or website event in Follow Up Boss when there is a new response in a spreadsheet from Google Forms. You'll automatically have updated contact history in your CRM going forward.

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Forms

Triggers when a new form response is received.

New Form Response

Triggers when a form response is added or modified.

New or Updated Form Response

Add Follow Up Boss inquiries or website events for new responses in Google Forms spreadsheets

Save time and streamline your workflow with this automation. Every time you receive a new response to your Google Form, this Zap will instantly create or update a contact in Follow Up Boss without triggering any action plans. It's the perfect solution for busy professionals who want to manage their contacts effortlessly and focus on building relationships.

Update Follow Up Boss contacts with new Google Forms responses

When someone fills out a form on your site, you'll also want the info added to your follow up tool. This integration helps by automatically adding inquires or website events in Follow Up Boss when you have new form submissions in Leadpages. You won't miss a follow up opportunity again.

Leadpages lets you build beautiful, high-converting landing pages, sign-up forms, and other conversion assets.

Leadpages

Triggers when a visitor submits a form on a page.

New Form Submission

Add Follow Up Boss inquiries or website events for new form submissions in Leadpages

When you have new emails in a specific mailbox, you may need to add the details to your CRM. This integration makes it easy by creating a new inquiry or website event in Follow Up Boss when there is a new email in a specific mailbox. You won't have to manually add contacts details again.

Send emails to your custom "@robot.zapier.com" address and extract any data! Visit http://parser.zapier.com/ for more information!

Email Parser by Zapier

Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.

New Email

New Mailbox

Create Follow Up Boss inquiries or website events for new emails in a specific mailbox

Find yourself searching for the same terms on Gmail over and over again? If you set up this Zapier automation, we can handle that repetitive process for you. After you do, any new email that matches your search on Gmail will automatically trigger the creation of a new contact on Follow Up Boss, watching your mailbox for you constantly so you can be sure to have all your connections at your disposal whenever you need them.

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Add new Follow Up Boss contacts from new emails matching a search on Gmail [Business Gmail Accounts Only]

Effortlessly manage your contacts between Microsoft Outlook and Follow Up Boss with this seamless workflow. Whenever you add a new contact in Outlook, this automation will create or update the contact without triggering action plans in Follow Up Boss. Stay organized and maintain an up-to-date contact list across both platforms, without any manual work.

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

Triggers when a new e-mail is received in your inbox.

Triggers when a new e-mail is received in your inbox that matches a search.

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Create Contact

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Delete Event

Creates a new reply to email, probably with input from previous steps.

Update Calendar Event

Add new Microsoft Outlook contacts to Follow Up Boss without triggering action plans

Feeling like your marketing efforts need a little efficiency boost? Try setting up this Zap for a little time-saving automation. Once you've activated it, every new Follow Up Boss contact you add will automatically create a new subscriber on Mailchimp, making sure your lists always reflect the most accurate information available, no matter how fast it's coming in.

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

5 ways to automate Follow Up Boss with Zapier

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