Integrating Follow Up Boss with Keap by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Follow Up Boss and Keap
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Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.
About Keap
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
Integrations for KeapIt's easy to connect Follow Up Boss + Keap without coding knowledge. Start creating your own business flow.
- Triggers
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New AppointmentTriggers every time a new appointment is created in Follow Up Boss.
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New Contact
Triggers every time a new contact is created in Follow Up Boss.
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New AppointmentTriggers when a new appointment created.
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New Company
Triggers when a new company created.
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New Contact
Triggers when a new contact created.
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New Invoice
Trigger when a new invoice created.
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New Payment
Trigger when a new payment received.
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New Tag
Triggers when new tag is created.
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New Task
Triggers when a new task is created.
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Tag Added to Contact in Keap
Triggers when a tag is added to a contact the first time.
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Updated Contact
Triggers when an existing contact is updated.
- Actions
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Create Lead
Create follow Up leads
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Create Task
Create Task in Follow Up Boss.
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Create Company
Creates a new company.
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Create Invoice
Creates a new invoice.
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Create Note
Creates a new note on a contact record.
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Create Task
Creates a new task.
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Create or Update Contact
Creates a new contact or updates an existing contact.
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Tag Contact
Apply tags to a contact.
How Follow Up Boss & Keap Integrations Work
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Step 1: Choose Follow Up Boss as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Keap as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Follow Up Boss to Keap.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.