Connect Follow Up Boss and Sage Sales Management
Integrate Follow Up Boss with Sage Sales Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Sage-sales-management when New Deal Created in Follow Up Boss
Create Activity in Sage-sales-management when New Deal Created in Follow Up Boss
Create Contact in Sage-sales-management when New Deal Created in Follow Up Boss
Create Calendar Item in ForceManager when New Deal Created in Follow Up Boss
Create Opportunity in Sage-sales-management when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Sage Sales Management 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
Sage Sales Management
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Create Account in Sage-sales-management when New Deal Created in Follow Up Boss
Use this flowCreate Activity in Sage-sales-management when New Deal Created in Follow Up Boss
Use this flowCreate Contact in Sage-sales-management when New Deal Created in Follow Up Boss
Use this flowCreate Calendar Item in ForceManager when New Deal Created in Follow Up Boss
Use this flowCreate Opportunity in Sage-sales-management when New Deal Created in Follow Up Boss
Use this flowCreate Sales Order in Sage-sales-management when New Deal Created in Follow Up Boss
Use this flowFind Account in Sage Sales Management when New Deal Created in Follow Up Boss
Use this flowList Users from Sage Sales Management when New Deal Created in Follow Up Boss
Use this flowList Roles from Sage Sales Management when New Deal Created in Follow Up Boss
Use this flowList Accounts from Sage Sales Management when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Sage Sales Management.
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 Activity
Triggers when a new activity is 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.
Create Account
Create Account in ForceManager
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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Sage Sales Management 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 Sage Sales Management 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 Sage Sales Management. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Sage Sales Management, and a separate workflow where Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
