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

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

FollowUpBossDeal

  • Name - String - Name on deal (usually prooperty address)
  • Status - String - Deal status
  • Price - Number - Priceon 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

FollowUpBossEmail

  • Name - String - email's subject
  • EmailTemplateId - String - template id for the email
  • Status - String - email's status
  • Date - Datetime - email's sent date

 

FollowUpBossPerson

  • Name - String - person's full name
  • LastActivity - Datetime - timestamp of last activity associated with 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

FollowUpBossTask

  • Name - String - Task name
  • Type - String - Task type
  • IsCompleted - Boolean - true if marked completed, otherwise false
  • DueDateTime - Datetime - task due date
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