Integration with Follow Up Boss


#1

We have been on the search for a CRM that meets our needs for a couple of months now and after demoing nearly everything on the market for real estate investors we have landed on FollowUpBoss.com. Sadly there is not integration for CallRail at this time but I truly believe there needs to be one so that other investors can use this outstanding CRM for their business.


#2

Hi and welcome to the Community!

There is actually a connection with FollowUpBoss via Zapier. Take a look and find out more here: https://zapier.com/apps/callrail/integrations/follow-up-boss


#3

We have utilized the available Zaps but they do not provide for existing leads to generate tasks when they call or text back into the system. Callrail of course notifies us but it is only noted within the lead activity on FUB. There needs to be a way for the incoming calls/texts from existing leads to auto generate a task within FUB.