Integrations myphoner Follow Up Boss
myphoner + Follow Up Boss

Connect myphoner and Follow Up Boss to Build Intelligent Automations

Choose a Trigger

myphoner

When this happens...

Choose an Action

Follow Up Boss

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Enable Integrations or automations with these events of myphoner and Follow Up Boss

Enable Integrations or automations with these events of myphoner and Follow Up Boss

Actions

Create Lead

Create Lead

Create a new lead in the selected Myphoner list with contact and profile details.

Mark Lead as Winner

Mark Lead as Winner

Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.

Mark Lead as Lost

Mark Lead as Lost

Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.

Schedule Callback

Schedule Callback

Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.

Find or Create Lead

Find or Create Lead

Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.

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Frequently Asked Questions

How do I start an integration between myphoner and Follow Up Boss?

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

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

Absolutely. You can customize how myphoner 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 myphoner and Follow Up Boss?

The data sync between myphoner 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 myphoner 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 myphoner and Follow Up Boss?

Yes, you can set conditional logic to control the flow of data between myphoner 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.

myphoner

About myphoner

Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.

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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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