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CRM for agents and loan officers

Follow Up Boss Zapier workflows with clean data on both sides

Parsed leads start Zaps that create FUB contacts; FUB lead events can start Zaps too.

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  1. WhenCatch Hook: a new lead from your Parse inbox
  2. ThenCreate the contact in your CRM
  3. ThenText you the name and phone
  4. ThenStart your welcome email
A Zap you build in Zapier, started by each parsed lead. Example steps.

Follow Up Boss and Zapier together cover a lot of automation, but a Zap is only as good as the data it starts from. SyncYak helps on both sides. Going into Follow Up Boss, Parse turns portal lead emails into clean fields that a Zap maps into a new FUB contact. Coming out of Follow Up Boss, CRM sync copies every lead into your database and sends a signed lead.created or lead.updated event to any URL, including a Zapier Catch Hook.

Use either half alone, or both.

How it works

Set up Follow Up Boss automation in three steps

  1. Parse the leads coming in

    Forward portal lead emails to your Parse inbox and add the templates for your sources.

  2. Catch them in Zapier

    Paste a Webhooks by Zapier Catch Hook URL into the inbox and map the fields into Follow Up Boss’s create-person action.

  3. Send FUB events out

    Optionally, sync FUB with CRM and point a lead.created webhook at another Catch Hook.

Zapier Follow Up Boss leads, mapped field by field

Each lead arrives in Zapier as a flat object with full_name, email, phone, property_address and property_price, so the Follow Up Boss step maps them without a formatter. Your Parse inbox keeps every email, so a failed Zap run can be delivered again.

Follow Up Boss automation from lead events

CRM sync’s outbound events carry the ids of the leads that changed; a Zap or your own code reads the full row from your sheet or database. That keeps large batches in one event instead of hundreds of Zap runs.

  • lead.created, lead.updated, lead.deleted
  • Up to 500 records per event
  • Signed with your endpoint’s secret

Use cases

FUB Zaps people run

  • Portal lead to FUB

    Zillow or Realtor.com emails become FUB people with the source set.

  • Lead alerts

    A text or Slack message for each new lead.

  • Sheets logging

    A row per lead in Google Sheets for the team.

What you get with CRM sync

CRM sync copies every lead from Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command into a Google Sheet, on every plan with no database needed, or into a Postgres or MySQL database you own. In a sheet each object gets a tab and each lead a row, upserted by its CRM id, with deletions marked in _deleted and your own columns left alone; in a database you get a to_syncyak_<name>_people table and a _flat view with one typed column per field. Notes, tasks, deals and other entities can sync too where the CRM offers them.

Field mapping writes values back: map columns of a Google Sheet tab, or of a from_syncyak_ table, to CRM fields, and SyncYak writes changed rows into the leads. Write-back works with Follow Up Boss, Lofty, HighLevel and Cloze; BoldTrail, CINC, Brivity and KW Command sync one way. Free syncs 100 leads every 60 minutes from 1 CRM; Hobby, $29 a month, syncs 1,000 every 30 minutes from 2 CRMs and adds field mapping and real-time CRM webhooks.

  • Every lead syncs on every plan; the plan sets the batch size and how often
  • Signed outbound webhooks: lead.created, lead.updated, lead.deleted and sync.completed
  • Invite links let whoever administers a CRM connect it without a SyncYak login
  • A request log of every pull, webhook and push, kept for your plan’s window
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Frequently asked questions

Something else? Write to [email protected] and a person answers.

Does Follow Up Boss already have a Zapier app?

Follow Up Boss publishes its own Zapier integration. SyncYak feeds it clean lead fields and adds sync into a Google Sheet or database alongside.

Do I need a Zapier paid plan?

Multi-step Zaps and webhook triggers follow Zapier’s own plan rules.

Can I skip Zapier?

Yes. Parse can deliver to your webhook, and CRM sync writes straight into your Google Sheet or database.

Is there a free plan for CRM?

Yes. CRM has a free tier with no card and no end date: 1 crm, 100 leads every hour, postgres or mysql destination. Paid tiers start at $29 a month, and you can move up or down at any time.

Can I use the other SyncYak products on the same account?

Yes. Email parsing, the mailbox API, CRM sync, error tracking and tunnels share one login, one team, one API key system and one bill. Each product has its own tier, so you only pay more for the one that grows.

Related

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1 CRM, 100 leads every hour, Postgres or MySQL destination, free every month. Set up in minutes, and add the other SyncYak products on the same account when you need them.

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Follow Up Boss, Zapier are trademarks of their respective owners. SyncYak is not affiliated with or endorsed by them.