ClickSend SMS + Follow Up Boss integrations
Create notes in Follow Up Boss from new incoming sms in ClickSend SMS
Stay organized and never miss an important update with this workflow. When you receive a new SMS message in ClickSend SMS, this workflow will instantly create a note in Follow Up Boss, ensuring all important texts are noted and ready for follow-up. No more manually transcribing messages or worrying about misplaced information. This automation keeps you updated in real-time, streamlining your communication process seamlessly.
- When this happens...New Incoming SMSTriggers when a new incoming sms is received.
- automatically do this!Create NoteCreates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with ClickSend SMS and Follow Up Boss
Discover other triggers and actions you can use with ClickSend SMS and Follow Up Boss
- New Incoming SMS
Triggers when a new incoming sms is received.
Try ItTriggerInstant - List NameRequired
ActionWrite- Contact ListRequired
ActionWrite- ToRequired
- SubjectRequired
- BodyRequired
- Schedule
- From
- Custom String
- Media URLRequired
ActionWrite
- Contact ListRequired
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
ActionWrite- Contact ListRequired
- Contact IDRequired
ActionWrite- ToRequired
- FromRequired
- Custom String
- PDF File UrlRequired
ActionWrite- Campaign NameRequired
- List NameRequired
- From
- Media URLRequired
- SubjectRequired
- MessageRequired
- Schedule
ActionWrite
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Related categories
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Related categories




