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Add OpenPhone Call Summary to Follow Up Boss

Add OpenPhone Call Summary to Follow Up Boss

Relay.app screenshot of: Add OpenPhone Call Summary to Follow Up Boss
Relay.app screenshot of: Add OpenPhone Call Summary to Follow Up Boss
Cara Marin
Cara Marin
Growth
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Add AI Call Summary from OpenPhone to Follow Up Boss CRM.

Follow Up Boss integrationsFollow Up Boss
OpenPhone integrationsOpenPhone

Steps in this workflow

1
New call
2
New lead, inquiry, or website activity

How it works

Relay.app screenshot of: Trigger
1
New call
App OpenPhone
Trigger New call
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
smart_displayHow To Set Up A Trigger - Tutorial
Relay.app screenshot of: Step 2: New lead, inquiry, or website activity
2
New lead, inquiry, or website activity
AppFollow Up Boss
Documentation
descriptionActions 101
Author picture (Cara Marin)

If you run your business on OpenPhone and Follow Up Boss, you can connect the two apps in one system using Relay.app.

This automation shows how to send the OpenPhone AI summary to Follow Up Boss and associate that summary with the right lead. You can also extract the AI next steps from the call and add those to your notes for the lead.

Note that for this version, you'll need to specify both phone numbers on the call to gather data - perfect for if you're tracking a specific set of known leads.

Cara Marin
Growth