Connect MoceanAPI & Follow Up Boss via Zapier


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What is Follow Up Boss?

Follow Up Boss is a simple lead management software for real estate agents and brokers. It's also a CRM solution designed to manage leads, manage outbound and inbound calls, and review lists of pending or active clients using a unified interface. Key features of the platform include two-way texting, batch emailing, call recording, email open and click tracking, appointment management, lead source reporting, and more among others. Helps you to respond fast and convert more leads into closings.



Popular way of integration with Follow Up Boss and Mocean API

Set up zapier integration can help to save your time and effort on completing your job, below are the existing integration which can directly use:

- Send Mocean API text messages for new appointments in Follow Up Boss
- Send Mocean API text messages for new Follow Up Boss deals
- Send Mocean API text messages for new Follow Up Boss contacts


Other Templates

Other than existing integration, you are able to create your customized integration based on your system requirement.


When this happens in Follow Up Boss...

- New Appointment
- New Deal
- Deal Stage Updated
- New Contact
- Person Stage Updated
- Tag Added to Contact

Do this in Mocean API...

- Find Account Pricing
- Find Balance
- Send SMS


Instruction

Click to try the existing templates.

  1. Sign up or log in to your Zapier account.
  2. Sign in or choose your Follow Up Boss account for the pre-selected trigger. Trigger can be changed by clicking the Trigger Event field in Choose app & event section section
  3. Continue to set up and test your trigger
  4. Sign in or choose your Mocean API account for pre-selected action. Action can be changed by clicking the Action Event field in Choose app & event section
  5. Continue to set up and test your action
  6. Click upper right to toggle the switch ON. Finish! Zapier will run your action steps each time your trigger event occurs.

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