Real Estate
Connect via ZapierFollow Up Boss + Thankful
The closing gift you keep meaning to send, handled. When the deal closes in Follow Up Boss, the engraved gift is already on its way.
The flow
What happens when a deal moves to closed
- 1
Your trigger fires
A deal moves to Closed in Follow Up Boss. Nothing for you to do — you were closing the job anyway.
- 2
We read the details
Client name · Property address · Closing date · Agent
- 3
Your rule picks the gift
The default gift goes out, or a bigger one if the job cleared your threshold.
- 4
We engrave and ship
Hand-engraved in our shop and out the door, usually within two business days.
- 5
Review request on delivery
The moment the carrier confirms it landed, the ask goes out — while they’re holding it.
What we read
- Client name
- Property address
- Closing date
- Agent
That’s all of it. We don’t read financials beyond a job total if you use a value threshold, and we don’t write anything back to Follow Up Boss.
Setup time
About 10 minutes
Once. Then it runs without you.
Who runs this setup
Follow Up Boss users we work with
Questions
About the Follow Up Boss connection
Is this a direct Follow Up Boss integration?
It runs through Zapier today, which is a genuine working connection used by most of our customers. You authorize both sides once and it runs on its own from there.
What fires the gift?
A deal moves to Closed. That's the trigger — you can change which status counts during setup if your team uses a different one.
What information comes across?
Client name, Property address, Closing date, Agent. That's what we need to engrave the gift and get it to the right door. You never type an address.
Can I stop a gift before it ships?
Yes. Auto-send is the default because that’s the point, but every gift has a 24-hour cancel window. Most people check the first couple and then leave it alone.
Does every job get a gift?
Only if you want that. Most companies set a job-value threshold so bigger jobs get gifts and small calls don’t. You set the rule once during setup.
Also connects to
Other systems we work with
Connect Follow Up Boss and stop thinking about follow-up.
Ten minutes to set up. Then every closed job sends its own thank-you and asks for the review.