Follow Up Boss Integrations

There a many different ways to integrate Follow Up Boss CRM with CallAction. There are both push, pull and bi-directional integrations with CallAction.

You can access any of our FUB integration tutorials to setup integrations.

This FUB integration takes all calls, text or leads in CallAction and pushes them into Follow Up Boss via API. All text messages, call transcriptions, notes, etc are sent your Follow Up boss integration. If a person already exists in Follow Up Boss, CallAction will find the existing record and update.

Use this the Follow Up Boss embedded app integration to access CallAction drip campaigns, respond to text messages or create new contacts in CallAction from existing Follow Up Boss person. Use this FUB integration in combination with the FUB API for full two-way integration.

This is the simplest of Follow Up Boss integrations as it uses the CallAction lead export to create leads in Follow UP Boss using email parsing.

Conversely, you can setup Gmail forwarding rules to send specific Follow Up Boss leads like Zillow Tour request into CallAction to start a campaign automatically.

The Follow Up Boss integration with Zapier and CallAction can be used for many different workflows. You can update leads, push tags as triggers to start drip campaigns, assign drip campaigns, etc.

You can start following up with your Follow Up Boss leads using automated campaigns in about 15 mins.

Review our quick guide on setting up Follow Up Boss and CallAction.

CallAction is an intelligent marketing automation platform engineered to help you follow up and nurture leads using ringless voicemail, text, video, image, gifs messages. Learn how you can create a follow up system using CallAction with Follow Up Boss CRM.

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Learn why Tom Ferry recommends CallAction as a top 10 follow up system along with your CRM.

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