Entegral Base + Follow Up Boss

Entegral Base + Follow Up Boss integrations

Add new Entegral Base leads to Follow Up Boss

Find yourself manually importing leads to Follow Up Boss on a regular basis? This Zapier integration will automatically add new leads from Entegral Base to Follow Up Boss.

When this happens...
New LeadTriggers when a new lead is received in the Base. Lead will be access based on Primary API user's access.
TriggerPolling
automatically do this!
New Inquiry or Website EventNotify 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.
ActionWrite

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More things you can do with Entegral Base and Follow Up Boss

Discover other triggers and actions you can use with Entegral Base and Follow Up Boss

New Agent
Triggers when a new agent is added in the Base.
Trigger
Polling
Try It
New Contact (Office Shared Contact)
Triggers when a new office shared contact is added in the Base.
Trigger
Polling
Try It
Contact Updated (Any Contact)
Triggers when any contact is updated in the Base.
Trigger
Polling
Try It
- Sale Type
- Mandate Status
- Agent ID
- Price To
- Price From
- Property Type
- Mandate Type
Trigger
Polling
Try It
- ContactID
  Required
- Activity Type
  Required
- From Date
- From Time
- To Date
- To Time
- Description
  Required
Action
Write

- Title
- Firstname
  Required
- Lastname
  Required
- Company Name
- Contact Type
- Contact Source
- Sharing
- Mobile Number
- Contact Tags
- Office Number
- Email Address
- Birthday
Action
Write
- Property Reference
  Required
Action
Search

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

New Contact (Any Contact)
Triggers when any new contact (office shared or private) is added in the Base.
Trigger
Polling
Try It
Contact Updated (Office Shared Contact)
Triggers when office shared contact is updated in the Base.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is received in the Base. Lead will be access based on Primary API user's access.
Trigger
Polling
Try It
- Sale Type
- Mandate Status
- Agent ID
- Price To
- Price From
- Property Type
- Mandate Type
Trigger
Polling
Try It
- ContactID
  Required
- Message
  Required
Action
Write
- Agent ID
  Required
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Entegral Base

Base is an online property, listing syndication, contacts and document management system for estate agents.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.