Follow Up Boss

Connect Follow Up Bossto Afterdial

Yes, through Zapier, Make or n8n. After every call, Afterdial sends the outcome, summary, booking and callback details to your automation, which updates Follow Up Boss for you.


What it does

Triggers and actionsfor Follow Up Boss.

Call analyzed

Afterdial sends each call's outcome, summary and details to Zapier, Make or n8n.

Trigger
Create or update the contact

Match by phone or email and keep Follow Up Boss current.

Action
Log the call with its summary

Outcome, length and next step on the record.

Action
Create a deal or task

A deal when a meeting is booked, a task when a callback is due.

Action
Mark do-not-call

Flag the contact so nobody on the team calls again.

Action

Popular workflows

Popular Follow Up Boss workflowsready in minutes.

CRM

Log every call in Follow Up Boss with its outcome and summary

After each Dialpad call, the outcome, summary and next step are written to the Follow Up Boss contact automatically.

  1. Call ends in Dialpad
  2. Afterdial writes the summary
  3. Zapier or Make updates Follow Up Boss
Use this workflow →
Pipeline

Create a Follow Up Boss deal when a meeting is booked

Booked meetings go to Cal.com and create a deal or record in Follow Up Boss, so your pipeline matches your calendar.

  1. Meeting booked on the call
  2. Event added to Cal.com
  3. Deal created in Follow Up Boss
Use this workflow →
Callbacks

Turn callbacks into Follow Up Boss tasks

When a prospect asks to be called back, a task is added in Follow Up Boss for the exact time.

  1. Prospect asks for a callback
  2. Afterdial reads the time
  3. Task created in Follow Up Boss
Use this workflow →
Compliance

Flag do-not-call requests in Follow Up Boss

When someone asks not to be called, the contact is flagged in Follow Up Boss and removed from Afterdial's queue.

  1. Prospect asks to be removed
  2. Afterdial adds them to do-not-call
  3. Follow Up Boss contact is flagged
Use this workflow →

Setup

How to connectFollow Up Boss.

  1. 1Sign up for Afterdial (free, no credit card).
  2. 2In Zapier or Make, create a workflow with a 'Catch webhook' trigger and copy its link.
  3. 3Paste the link in Afterdial under Settings → Send results to your other apps.
  4. 4Add a Follow Up Boss step that uses the call outcome, summary and times.
  5. 5Make a test call and check that it reaches Follow Up Boss.

Why connect them

Spend less time afterevery Follow Up Boss call.

Follow Up Boss is a CRM built for real estate agents and teams. For real estate agents and teams, the slow part isn't the call itself. It's everything after: typing notes, booking the meeting, sending reminders and remembering callbacks.

Afterdial keeps Follow Up Boss accurate without manual data entry. Each call's outcome, summary, booked meeting and callback is sent through Zapier, Make or n8n and written to the right record.

Your pipeline in Follow Up Boss then reflects what actually happened on the phone, not what someone remembered to log.


Works great with

Pair Follow Up Boss withthe rest of your stack.

See all 31 integrations →


Questions

Follow Up Boss and Afterdial,answered.

Does Afterdial integrate with Follow Up Boss?

Yes, through Zapier, Make or n8n. After every call, Afterdial sends the outcome, summary, booking and callback details to your automation, which updates Follow Up Boss for you.

Is the Follow Up Boss integration direct or through Zapier?

Connects through Zapier, Make or n8n using Afterdial's webhooks. No code needed. Zapier, Make and n8n all work, so use whichever you already have.

What does Afterdial send to Follow Up Boss?

The call's outcome, a short summary, next step, prospect name, phone and email when known, and any meeting or callback time. Call transcripts are never included in what Afterdial sends out.

How long does it take to connect Follow Up Boss?

Usually five to ten minutes to set up the Zapier or Make workflow once.

Is there a free trial?

Yes. Every plan starts with a 14-day free trial, and no credit card is required to sign up.

Connect Follow Up Boss today.Start free in two minutes.

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