Connect Follow Up Boss and Respond.io
Integrate Follow Up Boss with Respond.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Assign/Unassign Conversation in Respond.io when New Deal Created in Follow Up Boss
List All Users in Respondio when New Deal Created in Follow Up Boss
List All Contacts in Respondio when New Deal Created in Follow Up Boss
Create a Comment in Respond.io when New Deal Created in Follow Up Boss
Add Space Tag in Respondio when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Respond.io flows
Start from a real workflow other teams are already running.
Choose a trigger
Follow Up Boss
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Choose an action
Respond.io
Automatically do this!
Assign/Unassign Conversation
List All Users
List All Contacts
Create a Comment
Add Space Tag
Add Tags
Create Contact
Create Custom Field
Update Contact
Update Contact Lifecycle
Open/Close Conversation
Update Space Tag
Find Contact
List or Get Message
List Contact Channel
Delete Space Tag
Delete Contact
Send Message
Assign/Unassign Conversation in Respond.io when New Deal Created in Follow Up Boss
Use this flowList All Users in Respondio when New Deal Created in Follow Up Boss
Use this flowList All Contacts in Respondio when New Deal Created in Follow Up Boss
Use this flowCreate a Comment in Respond.io when New Deal Created in Follow Up Boss
Use this flowAdd Space Tag in Respondio when New Deal Created in Follow Up Boss
Use this flowAdd Tags in Respondio when New Deal Created in Follow Up Boss
Use this flowCreate Contact in Respondio when New Deal Created in Follow Up Boss
Use this flowCreate Custom Field in Respond.io when New Deal Created in Follow Up Boss
Use this flowUpdate Contact in Respondio when New Deal Created in Follow Up Boss
Use this flowUpdate Contact Lifecycle in Respond.io when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Respond.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
New Contact
Triggers when new contact created.
Do thisActions
Action is the task that follows automatically within your Follow Up Boss integrations.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create Task
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
Add Note to Contact
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
Assign/Unassign Conversation
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Respond.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Follow Up Boss and Respond.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Respond.io. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Respond.io, and a separate workflow where Respond.io triggers actions in Follow Up Boss. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Follow Up Boss and Respond.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Follow Up Boss and Respond.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
