Salesflare Salesflare Integrations

Follow Up Boss and Salesflare

CRM (Customer Relationship Management) followupboss.com ↗

How to connect Follow Up Boss

What you can automate

  • When new Appointment in Follow Up Boss, create meeting, then create call in Salesflare.
  • When new Deal in Follow Up Boss, create opportunity in Salesflare.
  • When deal Stage Updated in Follow Up Boss, create opportunity in Salesflare.
  • When new Contact in Follow Up Boss, find or create contact in Salesflare.
  • When person Stage Updated in Follow Up Boss, find or create contact in Salesflare.
  • When tag Added to Contact in Follow Up Boss, find or create contact in Salesflare.

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.

Follow Up Boss operations on Zapier

Triggers (7)

Start a workflow when this happens

  • Deal Stage Updated — Fires when the stage of a deal is updated in Follow Up Boss.
  • New Appointment — Fires when a new appointment is created in Follow Up Boss.
  • New Contact — Fires when a new contact is created in Follow Up Boss.
  • New Deal — Fires when a new deal is created in Follow Up Boss.
  • Person Stage Updated — Fires when a contact's stage is updated in Follow Up Boss.
Show 2 more triggers
  • Tag Added to Contact — Fires when a tag is added to a contact in Follow Up Boss.
  • Updated Contact — Triggers when a contact is updated.

Actions (15)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Add Collaborators — Adds selected users as collaborated on a given contact.
  • Add Tags to a Contact — Adds tags to a contact.
  • Apply an Action Plan to a Contact — Applies a selected action plan to a contact.
  • Attach File to Contact — Links a file to an existing contact.
Show 10 more actions
  • Change Stage of a Contact — Changes the stage of an existing contact.
  • Create Contact Without Triggering Action Plans — Creates a new contact. This will not trigger action plans.
  • Create Deal — Creates a deal on a contact.
  • Create Note — Creates a note on a contact
  • Create Task — Create a task for a contact.
  • Log Call — Logs a call on a contact.
  • 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.
  • Pause an Action Plan for a Contact — Pauses a selected action plan for a contact.
  • Reassign Agent — Assign a different agent to this contact.
  • Update Contact — Updates an existing contact.

Searches (1)

Look up existing records

  • Find a Contact — Search for a contact by email, phone number, or Follow Up Boss ID.

Follow Up Boss operations on Make

Triggers (7)

Start a workflow when this happens

  • Watch Appointment Created — Triggers when an appointment has been created.
  • Watch Contact Stage Updated — Triggers when a contact stage has been updated.
  • Watch Deal Stage Updated — Triggers when a deal stage has been updated.
  • Watch New Contact — Triggers when a contact has been created.
  • Watch New Deal — Triggers when a new deal has been created.
Show 2 more triggers
  • Watch New Website Event — Triggers when people perform an action on your IDX website.
  • Watch Tags Added to a Contact — Triggers when tags have been added to a contact.

Actions (23)

Things Salesflare can make it do

  • Add Tags to a Contact — Adds tags to a contact.
  • Apply an Action Plan to a Contact — Applies a selected action plan to a contact.
  • Create a Contact — Creates a new contact.
  • Create a Deal — Creates a new deal.
  • Create a Note — Creates a note on a contact.
Show 18 more actions
  • Create a Task — Creates a task for a contact.
  • Create an Inquiry or a Website Event — Sends in a lead or event related to a lead.
  • Delete a Contact — Deletes a contact specified by ID.
  • Delete a Deal — Deletes a deal specified by ID.
  • Delete a Note — Deletes a note specified by ID.
  • Delete a Task — Deletes a task specified by ID.
  • Get a Call — Retrieves a call details specified by ID.
  • Get a Contact — Retrieves a contact details specified by ID.
  • Get a Deal — Retrieves details of a deal specified by ID.
  • Get a Note — Retrieves details of a note specified by ID.
  • Get a Task — Retrieves a task details specified by ID.
  • Log a Call — Logs a call on a contact.
  • Make an API Call — Performs an arbitrary API call.
  • Update a Contact — Updates a client specified by ID.
  • Update a Deal — Updates a deal specified by ID.
  • Update a Note — Updates a note specified by ID.
  • Update a Task — Updates a task specified by ID.
  • Update an Action Plan for a Contact — Allows to resume or to pause an action plan for a specific contact.

Searches (5)

Look up existing records

  • Search Calls — Searches for calls.
  • Search Contacts — Searches for contacts.
  • Search Deals — Searches for deals.
  • Search Notes — Searches for notes.
  • Search Tasks — Searches for tasks.

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