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Follow Up Boss + Formilla

Trigger new inquiries or website events in Follow Up Boss from chat transcripts in Formilla

Automate your customer service and follow-up process seamlessly. With each new chat transcript from Formilla, a fresh inquiry or website event is automatically initiated in Follow Up Boss. This efficient workflow saves valuable time, boosts your response rate, and ensures every conversation is adeptly handled in your business operations.

Automate your customer service and follow-up process seamlessly. With each new chat transcript from Formilla, a fresh inquiry or website event is automatically initiated in Follow Up Boss. This efficient workflow saves valuable time, boosts your response rate, and ensures every conversation is adeptly handled in your business operations.

  1. When this happens...
    FormillaFormilla
    Chat Transcript

    Triggers when a chat ends.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formilla triggers, actions, and search

    Chat Transcript

    Triggers when a chat ends.

    Trigger
    Instant
    Try It
  • Formilla triggers, actions, and search

    Offline Email

    Triggers when a new offline email is submitted.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

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

    Trigger
    Instant
    Try It
  • Formilla triggers, actions, and search

    New Subscriber

    Triggers when a new subscriber is submitted.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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formilla-da47618 logo

About Formilla

Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.

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