Follow Up Boss

Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.

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Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.

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Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.

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Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.

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Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.

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Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.

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Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.

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Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.

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Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.

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Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.

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Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.

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Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.

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Tool to create a new pipeline in Follow Up Boss. Use when you need to set up a new pipeline for tracking deals with customizable stages. Only the owner has access to create and modify pipelines.

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Tool to create a new pond in Follow Up Boss. Use when you need to organize leads into a specific group with a lead agent and member users.

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Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.

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Tool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.

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Tool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.

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Tool to create a new email template in Follow Up Boss. Use when you need to create a reusable email template with a name, subject, and HTML body.

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Tool to create a text message template in Follow Up Boss. Use when you need to create a reusable SMS template that can include dynamic variables like contact names and greetings.

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Tool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.

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Tool to delete an appointment outcome by ID. Use when you need to remove an appointment outcome and reassign existing appointments to a different outcome.

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Tool to delete an appointment type by its ID. Use when you need to remove an appointment type and reassign existing appointments to another type.

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Tool to delete a custom field by its ID. Use when you need to remove a custom field from Follow Up Boss. Restricted to account owners only.

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Tool to delete a deal by its ID. Use when you need to permanently remove a deal from Follow Up Boss.

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Tool to delete a deal custom field by ID. Use when you need to permanently remove a custom field configuration from deals. Only the account owner can delete deal custom fields.

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Tool to delete a group by its ID. Use when you need to permanently remove a group from Follow Up Boss.

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Tool to delete a people relationship by ID in Follow Up Boss. Use when you need to remove a relationship between contacts.

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Tool to delete a pipeline by its ID from Follow Up Boss. Use when you need to permanently remove a pipeline from the system. The deletion is irreversible and will remove the pipeline and all associated data.

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Tool to delete a pond by its ID. Use when removing a pond and reassigning its contacts to another agent.

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Tool to delete a Follow Up Boss stage by ID. Use when you need to remove a stage and reassign action plans to another stage.

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