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Orchestrate lead data between Follow Up Boss and Zapier with Latenode's visual editor, adding custom logic using JavaScript for advanced routing. Pay only for execution time when scaling complex workflows.
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Create a New Scenario to Connect Follow Up Boss and Zapier
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or Zapier will be your first step. To do this, click "Choose an app," find Follow Up Boss or Zapier, and select the appropriate trigger to start the scenario.
Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.
Follow Up Boss
Configure the Follow Up Boss
Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zapier Node
Next, click the plus (+) icon on the Follow Up Boss node, select Zapier from the list of available apps, and choose the action you need from the list of nodes within Zapier.
Follow Up Boss
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Zapier
Authenticate Zapier
Now, click the Zapier node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zapier settings. Authentication allows you to use Zapier through Latenode.
Configure the Follow Up Boss and Zapier Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Follow Up Boss and Zapier Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zapier
Trigger on Webhook
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Follow Up Boss
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Follow Up Boss, Zapier, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Follow Up Boss and Zapier integration works as expected. Depending on your setup, data should flow between Follow Up Boss and Zapier (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Follow Up Boss + Google Sheets: When a new lead is added to Follow Up Boss, the lead's information is automatically added as a new row in a specified Google Sheet, allowing for detailed reporting and analysis.
Zapier + Follow Up Boss + Slack: When Zapier sends data indicating a new deal in Follow Up Boss, a notification is sent to a designated Slack channel to alert the team about the new deal.
About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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About Zapier
Use Zapier within Latenode for extended app connectivity. Trigger Latenode workflows from 6000+ apps. Solve complex automation gaps by combining Zapier’s breadth with Latenode's advanced logic, like custom JS scripts, affordable pricing, and browser automation. Simplify intricate tasks that need more than basic Zapier steps.
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How can I connect my Follow Up Boss account to Zapier using Latenode?
To connect your Follow Up Boss account to Zapier on Latenode, follow these steps:
Can I automatically update leads in Follow Up Boss from new Zapier triggers?
Yes, you can! Latenode allows for real-time data synchronization, ensuring your Follow Up Boss is always up-to-date. Use no-code blocks or JS for custom logic.
What types of tasks can I perform by integrating Follow Up Boss with Zapier?
Integrating Follow Up Boss with Zapier allows you to perform various tasks, including:
How do I handle complex data transformations between Follow Up Boss and Zapier?
Latenode lets you use JavaScript or AI steps to transform data, overcoming limitations found in simpler integrations. Ensure complete data accuracy.
Are there any limitations to the Follow Up Boss and Zapier integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: