Direct Mail Manager + Follow Up Boss

Direct Mail Manager + Follow Up Boss integrations

Send postcards in Direct Mail Manager when new tags are added to contacts in Follow Up Boss

When a new tag is added to a contact in Follow Up Boss, keep your mailing strategy on track with this automation setup. It initiates a postcard dispatch through Direct Mail Manager for that contact in response. Reduce manual work, ensuring follow-ups with your contacts are consistent and timely. Boost your outreach efforts and make business personal effortlessly.

When this happens...
Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Send PostcardSends a postcard through the DMM API.
ActionWrite

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More things you can do with Follow Up Boss and Direct Mail Manager

Discover other triggers and actions you can use with Follow Up Boss and Direct Mail Manager

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name your Letter
  Required
- Mail Type
  Required
- Campaign Name
- Color
  Required
- Double-Sided
  Required
- Address placement
  Required
- Artwork
  Required
- Send date
- Description
- To Address - First Name
  Required
- To Address - Last Name
- To Address - Company
- To Address - Address line 1
  Required
- To Address - Address Line 2
- To Address - City
  Required
- To Address - State
  Required
- To Address - Zip
  Required
- From Address - First Name
  Required
- From Address - Last Name
- From Address - Address line 1
  Required
- From Address - Address Line 2
- From Address - City
  Required
- From Address - State
  Required
- From Address - Zip
  Required
- Merge Variables (Variable Data)
- Merge Variables
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
- Name your Postcard
  Required
- Campaign Name
- Description
- Postcard Size
  Required
- Mail Type
  Required
- Front Artwork
  Required
- Back Artwork
- To Address - First Name
  Required
- To Address - Last Name
- To Address - Company
- To Address - Address line 1
  Required
- To Address - Address Line 2
- To Address - City
  Required
- To Address - State
  Required
- To Address - Zip
  Required
- From Address - First Name
- From Address - Last Name
- From Address - Address line 1
- From Address - Address Line 2
- From Address - City
- From Address - State
- From Address - Zip
- Merge Variables (Variable Data)
- Merge Variables
Action
Write

About Direct Mail Manager

Direct Mail Manager makes sending postcards, letters, and checks as easy as sending an email.

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Marketing Automation

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About Follow Up Boss

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier