Follow Up Boss integrations
Use Nekton to connect Follow Up Boss with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Follow Up Boss integrations with Nekton
Create automations that integrate Follow Up Boss with other services
Nekton AI can integrate Follow Up Boss with many online apps and tools.
Here are some popular integrations you can try to automate your Follow Up Boss workflows:
Follow Up Boss actions
Nekton can use any feature that is available in Follow Up Boss API.
Using our advanced AI, you can easily create custom automations for Follow Up Boss.
Here are some typical actions you can do in your automated workflows.
Add Collaborators
Adds selected users as collaborated on a given contact.
Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Create Note
Creates a note on a contact
Log Call
Logs a call on a contact.
Reassign Agent
Assign a different agent to this contact.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find a Contact
Search for a contact by email, phone number, or Follow Up Boss ID.
Add Tags to a Contact
Adds tags to a contact.
Change Stage of a Contact
Changes the stage of an existing contact.
Create Deal
Creates a deal on a contact.
Create Task
Create a task for a contact.
Pause an Action Plan for a Contact
Pauses a selected action plan for 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.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
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.