Trigger
Follow Up Boss and OpenPhone integration
Automate Follow Up Boss + OpenPhone workflows
Connect Follow-up Boss and OpenPhone to automate customer communications and sales workflows. Sync leads instantly, trigger calls and texts from your CRM, and streamline follow-ups without manual data entry.
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Technical overview
What this integration can actually do
This is not a rigid connector between Follow Up Boss and OpenPhone. Use native nodes where they already exist, then cover edge cases with webhook, polling, HTTP Request, or JavaScript in the same scenario.
10 triggers and 19 actions across Follow Up Boss and OpenPhone
Gets data from
Deal Stage Updated and New Appointment, plus 8 more triggers
Can do
Add Collaborators and Add Tags To A Person, plus 17 more actions
Works via
Native nodes, Webhooks, Polling, HTTP Request, JavaScript
Customizable with
field mapping, filters, branching, retries, dedupe logic, and custom API or JavaScript steps.
Capabilities
Triggers & Actions
Every event and operation available when connecting Follow Up Boss and OpenPhone — from both apps.
Trigger
New Appointment
Trigger
New Deal
Trigger
New Person
Trigger
Person Stage Updated
Trigger
Tag Added To Person
Production readiness
Production workflow controls
Use these controls when a workflow needs to stay stable after launch, not just pass a happy-path test.
01
Retry failed API calls
Automatically retry temporary failures before a run is marked as failed.
02
Handle 429 / rate-limit responses
Pause, back off, and continue the workflow safely when an upstream API throttles requests.
03
Add fallback branches for missing fields
Route incomplete payloads into a safe branch instead of letting the main scenario break.
04
Prevent duplicates with lookup-before-create logic
Check whether a record already exists before creating a new one in the destination system.
05
Use JavaScript to normalize dates, phone numbers, tags, and statuses
Clean and standardize values before mapping them into downstream fields.
06
Store execution logs for debugging
Keep a trace of what happened in every run so production issues are easier to inspect.
07
Route failed runs to email or a database
Notify the team or save failures for follow-up when a run cannot complete successfully.
08
Manually rerun failed executions
Replay a failed run after the issue is fixed without rebuilding the scenario from scratch.
Example payload
See what the workflow receives and returns
Show one real event and one real result so technical users can understand the payload shape before they connect accounts or customize the scenario.
Source event
JSON{"event": "client_added","client": {"id": "client_123","firstName": "Alex","lastName": "Smith","status": "active","tags": ["online-coaching"]}}Scenario result
JSON{"target": "wix_contact","operation": "upsert","dedupeBy": "email","status": "created"}Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
01
Connect Follow Up Boss
Authenticate Follow Up Boss in Latenode's Credentials panel. You'll need access to your Follow Up Boss account and permissions to create connections.
02
Connect OpenPhone
Add OpenPhone credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
03
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Follow Up Boss + OpenPhone automation
Choose a trigger and an action to build your workflow.
When this happens in Follow Up Boss...
...do this in OpenPhone
Or
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Follow Up Boss and OpenPhone. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Follow Up Boss
Follow Up Boss is a powerful customer relationship management (CRM) tool designed for real estate professionals to streamline lead management and enhance team collaboration. It centralizes contact information, automates follow-up tasks, and provides robust reporting to help users track performance and optimize their sales processes. With features like customizable workflows, email synchronization, and integration options with various platforms, Follow Up Boss empowers agents to nurture leads effectively and close more deals.
Learn morePopular Follow Up Boss pairs
About OpenPhone
OpenPhone is a modern phone system designed for businesses, offering features like local and toll-free numbers, team messaging, and voicemail transcription. Seamlessly integrate with your workflow to manage calls and messages efficiently from any device. Enhance collaboration with shared inboxes and easily track customer interactions, ensuring a professional and responsive communication experience. Perfect for remote teams and growing companies, OpenPhone simplifies your business communication with powerful tools and a user-friendly interface.
Learn morePopular OpenPhone pairs
Start automating Follow Up Boss + OpenPhone today
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