• Direct Mail logoDirect Mail logo
  • Follow Up Boss logoFollow Up Boss logo

Direct Mail + Follow Up Boss Integrations

How to connect Direct Mail + Follow Up Boss

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  • Direct Mail triggers, actions, and search
    Deleted Address
    Triggers when an address is deleted from your address group.
    Trigger
    Instant
  • Direct Mail triggers, actions, and search
    New Address
    Triggers when a new address is added to your group.
    Trigger
    Instant
  • Direct Mail triggers, actions, and search
    Sent Campaign
    Triggers when an email campaign is sent.
    Trigger
    Instant
  • Direct Mail triggers, actions, and search
    Updated Address
    Triggers when an address in your group is unsubscribed, hard bounced, or otherwise updated.
    Trigger
    Instant
  • Direct Mail triggers, actions, and search
    Delete Address
    Removes an address from a group.
    Action
    Write
  • Direct Mail triggers, actions, and search
    New Address
    Creates a new address or updates an existing address.
    Action
    Write
  • Direct Mail triggers, actions, and search
    Unsubscribe Address
    Marks an address as unsubscribed and (optionally) removes it from the group.
    Action
    Write
  • Direct Mail triggers, actions, and search
    Update Address
    Update an address.
    Action
    Write
  • Direct Mail

    Finds an address by email.

    Scheduled

    Action

  • Follow Up Boss

    Fires when a new appointment is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a new deal is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when the stage of a deal is updated in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a new contact is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a contact's stage is updated in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a tag is added to a contact in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Adds selected users as collaborated on a given contact.

    Scheduled

    Action

  • Follow Up Boss

    Adds tags to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Applies a selected action plan to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Changes the stage of an existing contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    Scheduled

    Action

  • Follow Up Boss

    Creates a deal on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a note on a contact

    Scheduled

    Action

  • Follow Up Boss

    Create a task for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Logs a call on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Pauses a selected action plan for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Assign a different agent to this contact.

    Scheduled

    Action

  • Follow Up Boss

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    Scheduled

    Action

  • Follow Up Boss

    Search for a contact by email, phone number, or Follow Up Boss ID.

    Scheduled

    Action

How Direct Mail + Follow Up Boss Integrations Work

  1. Step 1: Authenticate Direct Mail and Follow Up Boss.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
direct-mail logo
direct-mail logo

About Direct Mail

Direct Mail is a native OS X app for creating, sending, and tracking email campaigns. Includes tools for building mailing list sign-up forms, autoresponders, dynamic content, and more. Works offline and online, including cloud collaboration features.

Related categories

follow-up-boss logo
follow-up-boss logo

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 more

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