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Follow Up Boss Connected Objects

After you connect your Follow Up Boss account with Spinify, the following fields are linked to the objects in Spinify for you to use when creating leaderboards or achievements.

🗓️FollowUpBossAppointment

  • Start - Datetime - Meeting start
  • End - Datetime - Meeting end
  • AllDay- Boolean - True if all-day event, otherwise false
  • Type - String - Meeting type
  • Outcome - String - Meeting outcome
  • Owner - String - user that created the appointment in Follow Up Boss (createdById)

📞FollowUpBossCall

  • Note - String - Notes on call
  • Outcome - String - Call outcome
  • IsIncoming- Boolean - True if all day incoming call, otherwise false
  • Duration - Number - Call duration in seconds
  • Owner - String - user that logged the call in Follow Up Boss (userId)

🤝FollowUpBossDeal

  • Name - String - Name on deal (usually property address)
  • Status - String - Deal status
  • Price - Number - Price on deal
  • CreatedAt - Datetime - When deal was first created in Follow Up Boss
  • Description - String - Description entered on deal
  • ProjectedCloseDate - Datetime - When deal is projected to close by
  • Pipeline - String - Name of the deal's current pipeline
  • Stage - String Name of the deal's current stage
  • EnteredStageAt - Datetime - when deal entered current stage
  • CommissionValue - Number - commission value on the deal
  • Owner - String - user that deal belongs to in Follow Up Boss (owner)
  • SecondaryOwner - String - user assigned to the deal as the secondary owner (secondaryOwner)

📧FollowUpBossEmail

  • Name - String - email's subject
  • EmailTemplateId - String - template id for the email
  • Status - String - email's status
  • Date - Datetime - email sent date
  • Owner - String - user that sent the email in Follow Up Boss (userId)

 

🧑🏽FollowUpBossPerson

  • Name - String - person's full name
  • LastActivity - Datetime - timestamp of last activity associated with the person
  • Stage - String - Person's current stage
  • Source - String - source of the contact / lead
  • Contacted - Boolean - true if person's been contacted, otherwise false
  • Price - Number - price associated with person
  • LenderName - String - lender name associated with person
  • Owner - String - user that Person belongs to in Follow Up Boss (assignedUserId)

✅FollowUpBossTask

  • Name - String - Task name
  • Type - String - Task type
  • IsCompleted - Boolean - true if marked completed, otherwise false
  • DueDateTime - Datetime - task due date
  • Owner - String - user that Task belongs to in Follow Up Boss (assignedUserId)