Follow Up Boss

follow up boss is a real estate crm that helps teams manage leads, automate follow ups, and track communication integrating with make com lets users automate lead assignment, sync contacts, and trigger workflows based on new inquiries or communication updates this is ai generated content based on official follow up boss documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //docs followupboss com/reference directly requirements to use the follow up boss app in make, you must have an active follow up boss account and register your system to obtain api access, https //www followupboss com/ for subscription, refer to the https //www followupboss com/ connect follow up boss and {{product name}} to get started, you must first create a connection between follow up boss and {{product name}} , allowing the two services to communicate obtain your api key in your follow up boss account create the connection in make obtain your api key in your follow up boss account before you create the connection in {{product name}} , you should first obtain your api key in your follow up boss account to obtain your api key navigate to the admin menu click on the api section click the generate button to create a new api key copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs followupboss com/docs/start here brand new integration create the connection in {{product name}} https //www make com/en/register , add the follow up boss module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your follow up boss account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page follow up boss modules after connecting to the follow up boss app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add tags to a contact assigns one or more tags to a specified contact apply an action plan to a contact executes a specified action plan for a chosen contact create a contact adds a new contact to your address book or contact list create a deal creates a new sales deal record in your account create a note adds a new note to a specific contact's record create a task creates a new task assigned to a specific contact create an inquiry or a website event submits a new lead or records an event associated with an existing lead delete a contact deletes a specific contact from your account using the provided contact id delete a deal deletes a specific deal identified by its unique id delete a note deletes a specific note identified by its unique id delete a task deletes a specific task identified by its unique id get a call retrieves detailed information about a specific call using its unique id get a contact retrieves the details of a specific contact using their unique id get a deal fetches comprehensive information about a specific deal using its unique id get a note fetches and displays the full details of a specific note using its unique id get a task retrieves detailed information about a specific task using its unique id log a call creates a record of a phone call made to a specific contact make an api call executes a custom api request to interact with the connected service search calls searches for phone call records based on specified criteria search contacts searches for contacts based on specified criteria search deals searches for available deals based on specified criteria search notes searches for notes based on specified criteria search tasks searches for tasks based on specified criteria update a contact updates the details of a specific client identified by their unique id update a deal updates the details of a specific deal identified by its unique id update a note updates the content or details of a specific note identified by its unique id update a task updates the details of a specific task identified by its unique id update an action plan for a contact enables you to pause or resume an action plan assigned to a particular contact watch appointment created triggers when a new appointment is scheduled in your calendar watch contact stage updated triggers when the stage of a contact is changed or updated in your system watch deal stage updated triggers when the stage of an existing deal is changed to a different stage watch new contact triggers when a new contact is added to your account watch new deal triggers when a new deal is added to your account watch new website event triggers when a user takes a specific action, such as registering or submitting a form, on your idx real estate website watch tags added to a contact triggers when new tags are assigned to a contact templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} follow up boss resources you can have access to more resources related to this app on the following links https //community make com/search?q=follow%20up%20boss https //www followupboss com/ https //docs followupboss com/reference https //www make com/en/integrations/follow up boss