Want to automatically send your leads from POP.STORE directly into Follow Up Boss so you can follow up without missing anyone?
With the help of Zapier, you can connect your POP.STORE with Follow Up Boss to automatically capture lead details whenever someone books a meeting on your calendar or fills out a form on your store. Once set up, every new lead lands in your CRM automatically - no manual entry needed.
Step 1: Set Up Follow Up Boss
Follow Up Boss is where your leads are stored, organized, and automatically nurtured. It's a CRM built for real estate professionals to manage contacts, track inquiries, and run follow-up workflows. If you don't have an account yet, you can sign up for Follow Up Boss here:
Follow Up Boss Sign Up.
Inside Follow Up Boss, you can set up a few things to make sure your incoming POP.STORE leads are handled automatically:
- Action Plans - Automated follow-up sequences that send emails, assign tasks, and add tags to your leads. Learn how to create one here: Action Plans Overview
- Lead Flow - Where you assign action plans and agents to leads coming in from different sources like POP.STORE. Learn more here: Lead Flow Overview
- Automations - Additional rules that trigger actions based on lead behavior or details. Learn more here: Automations Overview
Once your Follow Up Boss account is set up the way you want, you're ready to connect it with POP.STORE through Zapier.
Step 2: Set Up Zapier
Zapier connects your POP.STORE with Follow Up Boss. It watches for activity on your store and automatically sends lead details to Follow Up Boss based on the actions you set.
If you don't have an account yet, you can sign up for Zapier here:
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Create a Zap - From your Zapier dashboard, tap the + button > select + Create > tap Zaps.
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Set the Trigger (POP.STORE) - From the Zapier dashboard, tap on Trigger. A new window will open. Search for POP.STORE and select it.
Now choose a Trigger Event - this defines what action on your POP.STORE should start the automation. For connecting with Follow Up Boss, you'll want to use one of these two:
- New Follower - Triggers when someone follows your POP.STORE profile.
- New Lead Captured - Triggers when someone submits a form or shares their details.
- Digital Product Downloaded - Triggers when someone downloads a digital product from your store.
- New Calendar Booking - Triggers when someone books a session using your calendar booking on POP.STORE.
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Lead Qualified - Triggers when a lead meets certain criteria (based on your setup). Choose the one that matches your use case.
Choose the one that matches your use case.
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Connect and Test POP.STORE - In the Account section, tap Sign in and connect your POP.STORE account. Tap Continue, then select Test Trigger. Zapier will pull in sample data like name, email, and booking details. Click on a record to preview the details, then tap Continue with the selected record.
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Set the Action (Follow Up Boss) - Once you click Continue, a new window will open. Search for Follow Up Boss and select it. Under Action Event, you'll see a list of actions you can perform in Follow Up Boss - like creating a new lead, adding tags, updating a contact, or applying an action plan. Select the one that fits your use case.
If you're not sure which one to pick, a safe starting point is Create Contact Without Triggering Action Plans. This adds the person from POP.STORE as a new contact in Follow Up Boss without automatically starting any action plans you have set up. For example:- If your trigger is New Calendar Booking in POP.STORE, every time someone books a 1:1 meeting with you, their details will be added as a new contact in Follow Up Boss - but no drip emails or automated tasks will fire right away.
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If your trigger is New Lead Captured in POP.STORE, every time someone fills out a form on your store, their details will be added as a new contact in Follow Up Boss - again, without kicking off any automation.
This is useful when you want to review new leads first and decide manually which action plan (if any) to apply, instead of having follow-up sequences run the moment a lead comes in.
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Connect Follow Up Boss - In the Account section, tap Sign in to connect your Follow Up Boss account. Allow access and tap Continue to proceed.
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Map Your Data - Now you'll be in the Configure section. Map the fields so the right information is passed from POP.STORE to Follow Up Boss:
- Map Person's Name with Name.
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Map Person's Email with Email.
You can also map fields like the submission timestamp or source name if you want more context on each lead inside Follow Up Boss. Once mapped, tap Continue.
- Test and Publish - Tap Continue, then Test Step. You'll see how the data is sent to Follow Up Boss. If everything looks correct, tap Publish.
What Happens After Setup
Once everything is live, the entire process runs automatically in the background.
Whenever someone interacts with your POP.STORE - whether they book a 1:1 meeting, submit a form, follow your profile, or download a digital product - their details are instantly captured by Zapier and sent to Follow Up Boss. They are added as a new lead, their inquiry is logged on their contact record, and any action plans you have set up in Follow Up Boss are triggered automatically. This means no matter how your audience engages with your store, every lead is captured, organized, and ready for follow-up - without any manual effort on your end.