Integrations Follow Up Boss Zeda.io
Follow Up Boss + Zeda.io

Connect Follow Up Boss and Zeda.io to Build Intelligent Automations

Choose a Trigger

Follow Up Boss

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Choose an Action

Zeda.io

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Enable Integrations or automations with these events of Follow Up Boss and Zeda.io

Enable Integrations or automations with these events of Follow Up Boss and Zeda.io

Triggers

New Deal Created

New Deal Created

Triggers when new deal is created.

New Appointment Is Created

New Appointment Is Created

Runs when new appointment is created

New Contact Created

New Contact Created

Runs when new contact is created

New Task Is Created

New Task Is Created

Runs when new task is created

Contact Is Updated

Contact Is Updated

Runs when contact is updated

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Actions

List Contacts

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

Create Deal

Add a new deal to track a transaction and assign people or agents.

Create Contact

Create Contact

Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.

Create Task

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 Note to Contact

Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.

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Frequently Asked Questions

How do I start an integration between Follow Up Boss and Zeda.io?

To start, connect both your Follow Up Boss and Zeda.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Follow Up Boss triggers actions in Zeda.io (or vice versa).

Can we customize how data from Follow Up Boss is recorded in Zeda.io?

Absolutely. You can customize how Follow Up Boss data is recorded in Zeda.io. This includes choosing which data fields go into which fields of Zeda.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Follow Up Boss and Zeda.io?

The data sync between Follow Up Boss and Zeda.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Follow Up Boss to Zeda.io?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Follow Up Boss and Zeda.io?

Yes, you can set conditional logic to control the flow of data between Follow Up Boss and Zeda.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Follow Up Boss

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.

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Zeda.io

About Zeda.io

Zeda.io is a product management tool that helps product teams achieve maximum efficiency by helping them to define, manage, and collaborate better on their products.

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