Connect Follow Up Boss to Lusha Connect

Both apps 50Follow Up Boss 37Lusha Connect 13

• Trigger
  Deal Stage Updated

  Triggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage.

• Trigger
  New Appointment

  Triggers when a new appointment is created in Follow Up Boss.

• Trigger
  New Contact

  Triggers when a new contact is added in Follow Up Boss.

• Trigger
  New Deal

  Triggers when a new deal is created in Follow Up Boss.

• Trigger
  New task

  Triggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range.

• Trigger
  Person Stage Updated

  Triggers when a contact (person) in Follow Up Boss moves to a different stage.

• Trigger
  Tag Added to Contact

  Triggers when one or more tags are added to a contact in Follow Up Boss.

• Trigger
  Updated Contact

  Triggers when a contact is added or updated in Follow Up Boss.

• Action
  Add appointment

  Creates an appointment in Follow Up Boss, optionally inviting users and contacts.

• Action
  Add Collaborators

  Sets the collaborating users on a Follow Up Boss contact.

• Action
  Add Tags to a Contact

  Adds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has.

• Action
  Apply an Action Plan to a Contact

  Applies an existing action plan to a Follow Up Boss contact.

• Action
  Change Stage of a Contact

  Moves a contact (person) in Follow Up Boss to a different stage.

• Action
  Create Contact Without Triggering Action Plans

  Creates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans.

• Action
  Create Deal

  Creates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents.

• Action
  Create Note

  Adds a note to a contact (person) in Follow Up Boss.

• Action
  Create Task

  Creates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder.

• Action
  Delete contact

  Deletes a contact (person) from Follow Up Boss by its id.

• Action
  Find a Contact

  Searches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people.

• Action
  Get Action Plan Assignment

  Returns one action plan assignment — which action plan is applied to which contact, and its status.

• Action
  Get Appointment

  Returns a single Follow Up Boss appointment by its ID.

• Action
  Get Call

  Returns a single call logged in Follow Up Boss, looked up by its ID.

• Action
  Get contact

  Returns a Follow Up Boss contact (person) by ID, including custom fields.

• Action
  Get deal

  Returns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields.

• Action
  Get Note

  Returns a single note by its id, including its subject, body and the contact it belongs to.

• Action
  List Action Plan Assignments

  Returns the action plans applied to a contact, or the contacts on an action plan.

• Action
  List tasks

  Returns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date.

• Action
  List users

  Returns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email.

• Action
  Log Call

  Logs a phone call on a Follow Up Boss contact, with its outcome, note and duration.

• Action
  Pause an Action Plan for a Contact

  Pauses an action plan that is running for a contact, so its remaining steps stop until it is resumed.

• Action
  Reassign Agent

  Reassigns a Follow Up Boss contact to a different agent, by user id or agent name.

• Action
  Send Inquiry or Website Event

  Sends a lead inquiry or website activity event (registration, property inquiry, viewed page, etc.) to Follow Up Boss, creating or updating the matching contact.

• Action
  Update appointment

  Updates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome.

• Action
  Update Contact

  Updates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields.

• Action
  Update deal

  Updates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values.

• Action
  Update note

  Edits an existing note's subject, content, or associated contact in Follow Up Boss.

• Action
  Update task

  Updates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status.

• Action
  Company Lookalikes

  Returns companies similar to a set of seed companies you supply by domain or LinkedIn URL, using Lusha's AI-powered recommendations.

• Action
  Contact Lookalikes

  Returns contacts similar to a set of 5–100 seed contacts, using Lusha's AI-powered lookalike recommendations. Results are lightweight previews; enrich them to reveal emails and phone numbers.

• Action
  Enrich Companies

  Returns full company profiles (firmographics, industry codes, locations, and optional employee breakdowns, competitors, intent and parent companies) for up to 100 Lusha company IDs found with Find companies.

• Action
  Enrich Contacts

  Reveals emails and phone numbers for up to 100 Lusha contacts previously found with Search Contacts, returning their full profiles.

• Action
  Enrich Contacts by Lusha ID

  Reveals emails and phone numbers for up to 100 contacts using the Lusha contact IDs returned by Search Contacts.

• Action
  Find companies

  Looks up companies in Lusha by name, domain or Lusha company ID and returns a preview of each match, including what can be revealed with Enrich Companies.

• Action
  Find prospecting companies

  Searches Lusha's company database by firmographic filters (size, revenue, industry, location, technologies, intent, signals) and returns matching company previews with their Lusha IDs.

• Action
  Find prospecting contacts

  Searches Lusha's contact database for people matching your contact and company filters, returning lightweight previews with Lusha contact IDs you can pass to Enrich Contacts.

• Action
  Get account usage

  Returns your Lusha account's credit balance, rate-limit standing, plan details and per-action credit pricing.

• Action
  Get Company Signals

  Returns hiring, headcount, web traffic, IT spend, intent and news signal events for up to 100 Lusha companies.

• Action
  Search and Enrich Companies

  Finds up to 100 companies by name, domain or Lusha ID and returns their full firmographic profiles in one call.

• Action
  Search and Enrich Contacts

  Finds up to 100 contacts by email, LinkedIn URL, Lusha ID or name and company, and reveals their emails and phone numbers in one call.

• Action
  Search Contacts

  Looks up up to 100 contacts by Lusha ID, LinkedIn URL, email, or name and company, and returns a preview of each match plus what can be revealed with Enrich Contacts.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.