Create Follow Up Boss note for new Device Magic response
Device Magic + Follow Up Boss Integration
Device Magic + Follow Up Boss Integration
Integrate Device Magic to Follow Up Boss in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create contacts, add tags, and trigger follow-up plans automatically.
Free forever.Use premium features free for 14 days.1.
Form is submitted in Device Magic Instant
Contact is updated in Follow Up Boss Instant- Contact is created in Follow Up Boss Instant
- Tag is added to contact in Follow Up Boss Instant
- Person stage is updated in Follow Up Boss Instant
- Deal is created in Follow Up Boss Instant
- Deal is updated in Follow Up Boss Instant
- Appointment is created in Follow Up Boss Instant
2.
- Dispatch Form in Device Magic
- Get contact by id in Follow Up Boss
- Add relationship in Follow Up Boss
- Search deal in Follow Up Boss
- Update deal in Follow Up Boss
- Create contact without triggering action plans in Follow Up Boss
- Search contact in Follow Up Boss
- Add tags to a contact in Follow Up Boss
- Update contact without triggering action plans in Follow Up Boss
- Reassign agent in Follow Up Boss
- Change stage of a contact in Follow Up Boss
- Create note in Follow Up Boss
- Create deal in Follow Up Boss
- Create inquiry or website event in Follow Up Boss
- Apply an action plan to a contact in Follow Up Boss
- Create collaborators in Follow Up Boss
- Pause an action plan for a contact in Follow Up Boss
- Create task in Follow Up Boss
- Log call in Follow Up Boss
Trusted by experts at...
Ready Workflows for Device Magic + Follow Up Boss Integration
Capture submissions, create contacts, update lead stages, add tags, and trigger action plans, all in just one click.
Most popular automations
Create Follow Up Boss contact for new Device Magic response
When someone completes your Device Magic, a new contact is automatically created in your Follow Up Boss. This way, you can quickly follow up with the response and turn them into a customer!
Plus, all of the information from the Device Magic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Device Magic - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Device Magic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Device Magic - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.
Create Follow Up Boss deal for new Device Magic response
Integrating your Follow Up Boss with your Device Magic, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.
This Device Magic - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
See moreThis Device Magic - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
Create Follow Up Boss task for new Device Magic response
It's important to stay on top of your customer relationships, and one way to do that is to create Follow Up Boss tasks for new Device Magic responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new Device Magic response received today - your customers will thank you for it!
See morePlus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new Device Magic response received today - your customers will thank you for it!
When Form is submitted in Device Magic > Check any condition > Create deal in Follow Up Boss
Device Magic + Follow Up Boss Integration
When Form is submitted in Device Magic > Check any condition > Create contact without triggering action plans in Follow Up Boss
Device Magic + Follow Up Boss Integration
When Form is submitted in Device Magic > Create contact without triggering action plans in Follow Up Boss > Create deal in Follow Up Boss
Device Magic + Follow Up Boss Integration
When Form is submitted in Device Magic > Create contact without triggering action plans in Follow Up Boss > Create task in Follow Up Boss
Device Magic + Follow Up Boss Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Device Magic + Follow Up Boss flow
Send client emails, schedule calendar appointments, sync newsletter subscribers, and notify your sales team after forms are submitted. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Google Calendar (3)
Google Calendar (3) +
Mailchimp (3)
Mailchimp (3) +
RingCentral (3)
RingCentral (3) +
DocuSign (3)
DocuSign (3) +
Slack (3)
Slack (3) D
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When a form is submitted in Device Magic, create a contact in Follow Up Boss and send a confirmation email in Gmail.
Form submissions instantly generate a Follow Up Boss contact and dispatch a confirmation email via Gmail, removing manual data entry.
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When a contact is created in Follow Up Boss, update the record and send an introduction email in Gmail.
New Follow Up Boss contacts trigger an automated introductory email in Gmail while updating records seamlessly.
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If a form is submitted in Device Magic with high priority, create a Follow Up Boss contact and alert your team via Gmail.
Priority submissions in Device Magic create urgent Follow Up Boss contacts and dispatch alert emails in Gmail.
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Use ChatGPT to analyse form submissions in Device Magic, create a Follow Up Boss contact, and send the summary via Gmail.
ChatGPT summarises Device Magic form submissions before creating a Follow Up Boss contact and emailing the brief via Gmail.
Supported triggers and actions for Device Magic and Follow Up Boss
Mix and match to build the exact automation you need
Device Magic Triggers & Actions
Follow Up Boss Triggers & Actions
Instant
Contact is updated in Follow Up Boss
Triggers the automation when a new contact is updated
Try it → Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
Try it → Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
Try it → Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
Try it → Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
Try it → What can you automate with Device Magic + Follow Up Boss?
Streamline your workflow by connecting mobile form submissions directly to your real estate CRM.
⚡
Sync mobile forms to CRM records
Turn every Device Magic form submission into a new Follow Up Boss contact automatically. Eliminate manual copy-pasting between your mobile app and CRM.
📋
Capture every submitted form field
Map all custom form questions and answers into Follow Up Boss contact notes or custom fields instead of just names and emails.
🔔
Alert your team instantly
Send team notifications or emails the moment a new form is submitted and processed in your CRM. Keep everyone informed of incoming leads.
🔀
Route leads based on submitted data
Assign agents or apply specific action plans in Follow Up Boss depending on dropdown selections or budget ranges in your mobile form.
🔄
Keep contact details updated
Automatically update existing Follow Up Boss records whenever a client submits a revised form or updated contact information.
🔍
Search and update without duplicates
Search for existing contacts before creating new ones, preventing duplicate records in your CRM database.
📅
Schedule appointments and tasks
Create follow-up tasks, log calls, or schedule appointments in Follow Up Boss whenever a specific form is completed.
🌐
Extend flows to external apps
Connect your core workflow with Gmail, Google Calendar, Mailchimp, or Slack to notify stakeholders and sync marketing tools.
And much more...
Who is Device Magic + Follow Up Boss integration for?
Real estate teams, field agents, and operations managers eliminate manual data entry between mobile forms and CRM records.
Operations managers
Sales agents
Agency account managers
Sales directors
Inside sales reps
Customer success leads
📈
Operations managers
You rely on mobile form submissions to track field activity, but your CRM records only update when someone manually exports entries, so your pipeline reports are always hours behind — this integration means every submitted form creates a contact instantly and your CRM stays current.
⚡
Sales agents
You need to follow up with leads immediately after field visits, but manual data entry slows down your response time, so hot prospects go cold — automating both apps means every submission populates your CRM instantly and you can reach out right away.
📋
Agency account managers
You report on client onboarding progress to stakeholders, but compiling form data into CRM logs takes hours of manual work every week — connecting these apps means every form entry syncs automatically and client records reflect accurate progress.
📊
Sales directors
The volume of mobile form submissions is too high for your team to process by hand without missing vital lead details — with this integration, every form submission populates your CRM seamlessly and your pipeline numbers remain accurate.
🤝
Inside sales reps
You own the outreach stage and depend on field staff to hand over client details before you can begin calling — automating both apps means contact records appear in your pipeline the moment forms are submitted.
📁
Customer success leads
You need a reliable history of client onboarding submissions and keep finding gaps where field data was never copied over — this integration means every form entry is logged permanently without manual intervention.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Device Magic + Follow Up Boss
Build and manage your Device Magic + Follow Up Boss automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Device Magic + Follow Up Boss with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Device Magic + Follow Up Boss Now 
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750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Device Magic to Follow Up Boss?
You can connect Device Magic to Follow Up Boss in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your mobile forms and CRM.
Can I automatically create a Follow Up Boss contact when a form is submitted in Device Magic?
Can I connect Device Magic, Follow Up Boss, and Slack?
What is a good Zapier alternative for Device Magic and Follow Up Boss?
How does Device Magic handle form submissions in automations?
How does Follow Up Boss receive contact data from Device Magic?
Do I need coding skills to automate Device Magic and Follow Up Boss?
Is the Device Magic and Follow Up Boss integration free?
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