Zapier allows you to connect different software apps to Follow Up Boss. By learning how to use Zapier, you can get data into and out of Follow Up Boss from other software providers.
The most popular workflows (Zaps) are on our hub which can be found here: https://zapier.com/zapbook/follow-up-boss/
Sending leads to Follow Up Boss
This is useful for when you have a landing page such as Unbounce.com and want to send those leads into Follow Up Boss. Make sure you select the correct action for how the lead should be created in Follow Up Boss. There are two options, as explained below.
New Inquiry or Website Event
For sending leads into Follow Up Boss, use the "New Inquiry or Website Event" option. This will trigger action plans and alert the assigned agent. When setting up this action, make sure you choose the event type the best represents this event. Note: Only the following event types will trigger action plans: "Registration", "Seller Inquiry", "Property Inquiry", "General Inquiry", and "Visited Open House"
If it's a seller lead, apply the "Seller" tag to ensure Follow Up Boss puts any address as the contact's address vs the inquiry address. Specify any other tags that you want applied to this lead that might be important for assigning this lead to the correct flow.
Create or Update Contact Without Triggering Action Plans
This other option is useful if you want to just add the person to your database or update a contact. Choosing this action will not alert anyone or trigger any action plans. It will also not interact with lead flow in any way.
Sending new leads in Follow Up Boss to another system
You can also use Zapier to send new leads in Follow Up Boss into another system such as a spreadsheet or email marketing program.
New Contact will trigger for each new contact.
New Tag Added to Contact can trigger a Zapier action once a tag is applied in Follow Up Boss.