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Sync Two-Way Status Changes from Follow Up Boss to Radius, and vice versa

Learn how to sync your Client status change from Radius to FUB and FUB to Radius

Updated this week



Sync Client Status Changes from Radius to Follow Up Boss, and vice versa

Automatically update contact stages in Follow Up Boss or Radius. This integration ensures both systems stay perfectly aligned as your clients move through your pipeline, eliminating the need to manually update statuses in multiple places.
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Key Benefits

The two-way client status sync between Radius and Follow Up Boss provides:

  • Bidirectional synchronization – Status changes in either platform automatically update the other, keeping your systems aligned

  • Real-time accuracy – The latest status update always wins, ensuring your client records reflect the most current information

  • Consistent data across platforms – Eliminates discrepancies between Radius and Follow Up Boss client statuses

  • Reduced manual updates – No need to update client statuses in both systems separately

  • Improved team coordination – All team members see the same accurate status regardless of which platform they're using

  • Comprehensive coverage – Works for both buyers and sellers across all transaction stages

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Step-by-Step Instructions

Understanding the Two-Way Sync

This integration consists of two components:

  1. Radius → Follow Up Boss – Status changes made in Radius automatically update Follow Up Boss

  2. Follow Up Boss → Radius – Status changes made in Follow Up Boss automatically update Radius (requires setup below)

The most recent status change always takes precedence, whether initiated in Radius or Follow Up Boss.

Important: Multiple Zaps Required

Follow Up Boss has multiple static statuses for buyers and sellers. Because of this structure, you must create five separate Zaps to cover all transaction statuses:

Buyer Statuses:

  • Buyer Contract

Seller Statuses:

  • Listed

Shared Statuses (work for both buyers and sellers):

  • Offer

  • Pending

  • Closed

Setting Up Follow Up Boss → Radius Sync

You'll need to repeat this process five times, once for each status.

Step 1: Create a New Zap

  1. Log in to your Zapier account

  2. Click Create Zap

  3. Select Follow Up Boss as the Trigger App

Step 2: Configure the Trigger (Follow Up Boss)

  1. Set Trigger App to Follow Up Boss

  2. Set Trigger Event to Person Stage Updated

    • This fires whenever a client's stage/status is updated in Follow Up Boss

  3. Click Continue

Connect Follow Up Boss Account:

  1. Select the Follow Up Boss account you want to connect

  2. Confirm the connection is established

Step 3: Select the Status for This Zap

In the configuration screen, you'll need to select which specific status this Zap will monitor:

  1. Click on the Status dropdown

  2. Select one of the following values:

    • Buyer Contract (for buyer transactions)

    • Listed (for seller transactions)

    • Offer (works for both buyers and sellers)

    • Pending (works for both buyers and sellers)

    • Closed (works for both buyers and sellers)

  3. Click Continue

Note: You'll create a separate Zap for each of these five statuses. It's helpful to name each Zap clearly (e.g., "FUB to Radius - Buyer Contract" or "FUB to Radius - Listed Status") so you can easily identify them later.

Step 4: Test the Trigger

  1. Click Test Trigger to verify the connection is working

  2. Confirm that Follow Up Boss data appears correctly

  3. If the test is successful, click Continue

  4. If you prefer, you can skip the test and proceed to the action setup

Step 5: Configure the Action (Radius)

  1. Set Action App to Radius

  2. Set Action Event to Update Client Status

  3. Click Continue

Connect Radius Account:

  1. Select or connect your Radius account

  2. Confirm the connection is established

Step 6: Configure Action Fields

You'll need to map three key fields:

1. Stage/Status:

  1. Click the + (Insert Data) button in the Stage field

  2. Search for and select Stage from the Follow Up Boss trigger data

  3. This will pull the status from Follow Up Boss and apply it to Radius

2. Primary Email:

  1. Click the + (Insert Data) button in the Email field

  2. Search for and select Primary Email from the Follow Up Boss trigger data

  3. This identifies which client to update in Radius

3. Assign To (Recommended):

  1. If available, click the + (Insert Data) button in the Assign To field

  2. Select the appropriate agent assignment field from the trigger data

  3. This maintains agent ownership during the status update

Step 7: Test and Publish

  1. Click Test Action to verify the status update works correctly

  2. Confirm that:

    • The correct client was identified in Radius

    • The status was updated successfully

    • No error messages appeared

  3. Once the test is successful, click Continue

  4. Click Publish to activate the Zap

  5. Turn the Zap ON

Step 8: Repeat for All Five Statuses

Now that you've created your first Zap, repeat Steps 1-7 for the remaining four statuses:

  • If you started with Buyer Contract, create Zaps for: Listed, Offer, Pending, and Closed

  • Name each Zap clearly to distinguish between them

  • Ensure all five Zaps are published and turned ON

Verifying Your Setup

Once complete, you should have a total of six active Zaps:

  1. Radius → Follow Up Boss (existing)

  2. Follow Up Boss → Radius - Buyer Contract (new)

  3. Follow Up Boss → Radius - Listed (new)

  4. Follow Up Boss → Radius - Offer (new)

  5. Follow Up Boss → Radius - Pending (new)

  6. Follow Up Boss → Radius - Closed (new)

Frequently Asked Questions

Q: Why do I need five separate Zaps instead of one?

A: Follow Up Boss uses multiple static statuses for buyers and sellers. Zapier requires each status to have its own dedicated Zap to ensure accurate triggering and status mapping. This design ensures that each status change is captured correctly.

Q: Do the Offer, Pending, and Closed Zaps work for both buyers and sellers?

A: Yes, these three statuses apply to both buyer and seller transactions, so one Zap for each of these statuses handles both transaction types.

Q: What happens if I only create some of the Zaps but not all five?

A: Only the statuses with active Zaps will sync from Follow Up Boss to Radius. For example, if you don't create the "Listed" Zap, listing status changes in Follow Up Boss won't update in Radius. For complete two-way sync coverage, all five Zaps must be created and active.

Q: How quickly do status changes sync between systems?

A: Status changes typically sync within 1-2 minutes, depending on your Zapier plan and current system load. Premium Zapier plans offer faster processing times.

Q: What happens if I update a client status in both systems at nearly the same time?

A: The most recent status update will win. Whichever change was made last will be reflected in both systems once the sync processes.

Q: What if a client email doesn't match between systems?

A: The Zap will fail if the email addresses don't match exactly. The client must exist in both systems with the same primary email address for the status sync to work correctly.

Q: Can I add custom statuses beyond these five?

A: Yes, you can create additional Zaps for custom statuses by following the same setup process. However, the five standard statuses (Buyer Contract, Listed, Offer, Pending, Closed) cover the primary transaction stages for most workflows.

Q: How do I know if my Zaps are working correctly?

A: Check your Zapier dashboard under "Zap History" to see all recent runs, including successes and failures. You can also test by updating a client status in Follow Up Boss and verifying the change appears in Radius within a few minutes.

Q: What should I do if one of my Zaps fails?

A: Review the error message in your Zapier dashboard under Zap History. Common issues include mismatched email addresses, missing client records in Radius, or disconnected accounts. Resolve the underlying issue and the Zap will resume processing.

Q: Will this affect the existing Radius → Follow Up Boss sync?

A: No, the existing sync from Radius to Follow Up Boss continues to work independently. The new Zaps create the reverse direction sync, completing the two-way integration.

Q: Can I pause or turn off specific status Zaps?

A: Yes, you can pause any individual Zap in your Zapier dashboard. However, this will stop syncing for that specific status until you turn it back on. Status changes made while a Zap is paused will not be retroactively synced.

Q: Does the Assign To field need to be mapped?

A: While not strictly required, mapping the Assign To field is recommended to maintain proper agent ownership during status updates. This ensures the correct agent remains associated with the client.

Q: Will historical status changes be synced?

A: No, the sync only applies to status changes made after the Zaps are activated. Historical statuses prior to implementation will remain as they were in each system.
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