Connect Linkup and Follow Up Boss to Build Intelligent Automations

Choose a Trigger

Linkup

When this happens...

Choose an Action

Follow Up Boss

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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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Do thisActions

Action is the task that follows automatically within your Linkup integrations.

Get an Answer to Your Question

Get an Answer to Your Question

Get a natural language answer to your natural language question

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 Linkup and Follow Up Boss?

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

Can we customize how data from Linkup is recorded in Follow Up Boss?

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

How often does the data sync between Linkup and Follow Up Boss?

The data sync between Linkup and Follow Up Boss 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 Linkup to Follow Up Boss?

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 Linkup and Follow Up Boss?

Yes, you can set conditional logic to control the flow of data between Linkup and Follow Up Boss. 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.

Linkup

About Linkup

Linkup is a platform designed to streamline and enhance your social media marketing efforts. It offers tools to manage multiple social media accounts, schedule posts, and analyze engagement metrics, making it easier for businesses and individuals to maintain a strong online presence.

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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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