Follow Up Boss contactswithout the spreadsheet.
Collect real estate contact information with a simple form and download a clean CSV ready for your Follow Up Boss import workflow.
Follow Up Boss Contacts
Try the template with up to 3 contacts
What You'll Collect
First Name
StringThe person's name for identification and communication.
Last Name
StringThe person's name for identification and communication.
Email address for contact, communication, and account recovery.
Email Type
EnumEmail address for contact, communication, and account recovery.
Phone Number
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Phone Type
EnumPhone number for direct contact and communication.
Stage
EnumChoose one of: Lead, Hot Lead, Nurture, Active Client, Pending, Closed, Past Client, Trash.
Lead Source
StringFree text, exported as the “Lead Source” column.
Assigned Agent
StringFree text, exported as the “Assigned Agent” column.
Assigned Lender
StringFree text, exported as the “Assigned Lender” column.
Street Address
StringPhysical address for shipping, billing, or location tracking.
City
StringFree text, exported as the “City” column.
State
StringFree text, exported as the “State” column.
ZIP Code
StringKept as text, so leading zeros and long numbers stay exactly as entered.
Address Type
EnumPhysical address for shipping, billing, or location tracking.
Date Added
DateA date in YYYY-MM-DD format.
Tags
StringFree text, exported as the “Tags” column.
Background Info
StringFree text, exported as the “Background” column.
Notes
StringDetailed description or notes about this record.
Need more than three contacts?
Collect up to a thousand contacts instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to collect larger datasets.
Create your own formUp to 1,000 rows
Collect larger contact lists without passing spreadsheets around.
Real estate fields
Collect names, phones, emails, addresses, lead sources, stages and other contact information.
Validation
Help people provide complete and consistent contact data before downloading the CSV.
Reusable forms
Use the same contact collection form whenever you need another CSV.
How it works
From contact details to CSV in three steps.
01
Collect
Give someone a simple form to enter the contact information you need.
02
Complete
Keep the information structured and make it easier to avoid missing or inconsistent data.
03
Download
Download the completed CSV and use it in your normal Follow Up Boss import workflow.
Why use a form?
Getting the contact data is often harder than importing it.
Sending someone a spreadsheet template sounds simple until columns get renamed, phone numbers are formatted differently, or important lead information is missed.
A structured form gives people a clearer way to provide the information you need before bringing it into your CRM.
Missing contact information
Make the information you need clear before the CSV is created.
Inconsistent data
Give people structured fields instead of asking them to work inside a spreadsheet.
Spreadsheet back-and-forth
Collect contact information directly through a simple form.
Follow Up Boss CSV template
A simple way to collect contacts for Follow Up Boss
Use this Follow Up Boss CSV template to collect real estate contact information such as names, email addresses, phone numbers, addresses, lead sources, assigned agents, stages, tags and notes.
Instead of sending someone a spreadsheet and asking them to fill it in, give them a simple form and download the resulting CSV when they're finished.
Follow Up Boss supports importing contacts from CSV files, making CSV a practical way to move contact information into your CRM.
The template is designed around the fields commonly used when importing contacts into Follow Up Boss, while keeping the collection experience simple for the person entering the data.
If you need different fields or more than three rows, you can create your own Import Builder form and configure it for your real estate workflow.
How-To Guides
Related Templates
Switching CRMs or bringing in a new agent's contacts? Read moving contacts to a new real estate CRM and bringing a new agent's contacts into your CRM, or see the BoldTrail (kvCORE) template.
Need a Follow Up Boss CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started