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Set up your first integration
Quickly connect Follow Up Boss to OpenPhone with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with OpenPhone - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create or Update Contact" in OpenPhone.
You’re connected!
Zapier seamlessly connects Follow Up Boss and OpenPhone, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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Practical ways you can use Follow Up Boss and OpenPhone
Get OpenPhone notifications for new Follow Up Boss contacts
When a new contact is created in Follow Up Boss, Zapier triggers a notification or sends a message via OpenPhone to keep the business owner informed. This automation ensures that no new opportunities are missed.
Business OwnerSync Follow Up Boss contacts to OpenPhone
When a new contact is added in Follow Up Boss, Zapier creates or updates that contact in OpenPhone. This eliminates manual data entry between platforms, ensuring accurate and up-to-date contact information for personalized marketing efforts.
Marketing & Marketing OpsLog OpenPhone calls in Follow Up Boss
When a call recording is completed via OpenPhone, Zapier logs it in Follow Up Boss. Sales ops can track call activity tied to specific leads without manual updates, streamlining operations and improving sales pipelines.
Sales OpsLearn how to automate Follow Up Boss on the Zapier blog
Frequently Asked Questions about Follow Up Boss + OpenPhone integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and OpenPhone
How can I integrate Follow Up Boss with OpenPhone?
You can integrate Follow Up Boss with OpenPhone using our automation platform by creating a 'Zap' that defines specific triggers and actions. This allows the two platforms to communicate and automate tasks between each other.
What are the common triggers for integration between Follow Up Boss and OpenPhone?
Triggers for integrating Follow Up Boss with OpenPhone include receiving a new call or text in OpenPhone, or creating a new contact in Follow Up Boss. These events can initiate automated workflows that you define.
Can I automate sending an SMS from OpenPhone when a new deal is created in Follow Up Boss?
Yes, you can set up an automation to send an SMS from OpenPhone whenever a new deal is created in Follow Up Boss by configuring the appropriate trigger and action within our platform.
Is it possible to log calls made in OpenPhone into Follow Up Boss automatically?
Certainly! Through our integration, you can automatically log calls made in OpenPhone into your Follow Up Boss account by setting this action during the configuration process.
How do I update contact information in both systems simultaneously?
To update contact information across both systems, create an automation where updating a contact in either platform triggers an update in the other. This ensures data consistency between your applications.
Are there pre-built templates available for integrating these services?
We provide pre-built Zap templates that simplify the integration process between Follow Up Boss and OpenPhone. These templates offer commonly used workflows that you can customize further based on your needs.
What actions can be triggered in Follow Up Boss when receiving communications via OpenPhone?
Actions such as creating or updating contacts, logging communication history, or triggering tasks can be initiated in Follow Up Boss when receiving calls or texts via OpenPhone using our integration services.
