Sync Radius Notes to Follow Up Boss with Zapier
Automatically sync notes from Radius Agent to Follow Up Boss using Zapier. This integration ensures that every note you add to a lead in Radius is instantly transferred to Follow Up Boss, keeping your CRM systems in perfect sync without manual data entry.
Key Benefits
Automatic Note Syncing: Every note added in Radius automatically appears in Follow Up Boss
Time Savings: Eliminate manual copying and pasting between systems
Data Consistency: Keep client information synchronized across both platforms
Real-Time Updates: Notes sync within minutes of being created
No Coding Required: Simple setup using Zapier's visual workflow builder
Set It and Forget It: Once configured, the integration runs automatically
What You'll Need
Before getting started, make sure you have:
An active Zapier account
Access to your Radius Agent account
Admin access to your Follow Up Boss account
Your Follow Up Boss API key
Setting Up Your Zapier Integration
Step 1: Create a New Zap
Log into Zapier
Click Zaps in the left menu
Click Create Zap
Step 2: Set Up the Trigger (Radius Agent)
The trigger determines when the Zap will run. In this case, we want it to run when a new note is added in Radius.
In the Trigger section:
Search for and select Radius Agent
Under Event, choose New Note Added
Click Continue
Step 3: Connect Your Radius Account
Click Sign in to Radius Agent
In a separate browser tab, navigate to your Radius CRM → Integrations section
Under Zapier, copy the Integration Key (API key)
If you don't have a key yet, click to generate a new one
Return to Zapier and paste the key
Select the correct account by verifying the agent's email address
Click Continue
Step 4: Test the Trigger
Before moving forward, test that Zapier can successfully pull data from Radius:
Click Test Trigger
Zapier will fetch a recent note from your Radius account
Review the data to verify it looks correct (check the lead email and note text)
Click Continue
Step 5: Set Up the Action (Follow Up Boss)
The action determines what happens when the trigger fires. We want to create a note in Follow Up Boss.
In the Action section:
Search for and select Follow Up Boss
Under Event, choose Create Note
Click Continue
Step 6: Connect Your Follow Up Boss Account
Click Sign in to Follow Up Boss
Enter the API Key from your Follow Up Boss account
Select the correct Follow Up Boss account (verify by checking the account name)
Click Continue
Step 7: Map the Fields
This step connects the data from Radius to the corresponding fields in Follow Up Boss:
Follow Up Boss Field | Map from Radius | Example Value |
Email / Contact | Radius Lead Email |
|
Note Text | Radius Note Content | "Note added from Radius Agent" |
Subject | Manual text entry | "New Note from Radius" |
Pro Tip: Leave HTML or other optional fields blank unless you have specific formatting requirements.
Click Continue when finished mapping.
Step 8: Test the Action
Verify that the Zap works correctly before publishing:
Click Test & Continue
Wait for confirmation that the test was successful
You should see: ✅ "A note was created successfully in Follow Up Boss"
Review the test note in Follow Up Boss to ensure it looks correct
Click Publish to make the Zap live
Validating Your Integration
After publishing your Zap, test it with real data to ensure everything works smoothly:
Go to Radius Agent
Add a test note to any lead
Wait approximately 2 minutes (Zapier runs in cycles and may not be instant)
Log into Follow Up Boss
Verify that the note appears under the correct contact
If the note appears successfully, your integration is working! 🎉
Troubleshooting
Note not appearing in Follow Up Boss?
Check that your Zap is turned "On" in Zapier
Verify the email address in Radius matches a contact in Follow Up Boss
Review the Zap History in Zapier for any error messages
Ensure your API keys are still valid and haven't expired
Notes syncing to the wrong contact?
Double-check that the email mapping is correct in Step 7
Verify the lead email in Radius matches exactly with Follow Up Boss
Zap running slowly?
Free Zapier accounts have longer sync intervals (up to 15 minutes)
Paid accounts sync more frequently (as fast as 1-2 minutes)
Managing Your Zap
Editing Your Zap
Go to Zapier → Zaps
Find your Radius to Follow Up Boss Zap
Click the three dots (•••) and select Edit
Make your changes and republish
Turning Off Your Zap
Go to Zapier → Zaps
Find your Radius to Follow Up Boss Zap
Toggle the switch to Off
Viewing Zap History
Click on your Zap name
Select Zap History to see all runs, successes, and errors
Frequently Asked Questions
Q: How quickly do notes sync from Radius to Follow Up Boss?
A: Notes typically sync within 1-5 minutes, depending on your Zapier plan. Free accounts may take up to 15 minutes.
Q: Will old notes sync, or only new ones going forward?
A: Only notes created after the Zap is published will sync. Historical notes will not be transferred.
Q: Can I sync notes from Follow Up Boss back to Radius?
A: Yes! You can create a separate Zap with Follow Up Boss as the trigger and Radius as the action to enable two-way syncing.
Q: What happens if a contact doesn't exist in Follow Up Boss?
A: The Zap will fail for that specific note. Zapier will send you an error notification, and you can review it in your Zap History.
Q: Does this integration count against my Zapier task limit?
A: Yes, each note synced counts as one task in Zapier. Monitor your usage to ensure you don't exceed your plan limits.
Q: Can I customize what information syncs from Radius to Follow Up Boss?
A: Yes! In Step 7, you can map additional fields or customize the note format using Zapier's formatting options.