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Follow Up Boss + Interact

Add tags to contacts in Follow Up Boss for new leads in Interact

Effortlessly manage your new leads and enhance your follow-up process with this seamless automation. Whenever a new lead is generated in Interact, this workflow will tag the contact in Follow Up Boss, ensuring that your sales team can easily identify lead sources and prioritize leads based on their tags. Spend less time on manual data entry and more on converting leads into customers.

Effortlessly manage your new leads and enhance your follow-up process with this seamless automation. Whenever a new lead is generated in Interact, this workflow will tag the contact in Follow Up Boss, ensuring that your sales team can easily identify lead sources and prioritize leads based on their tags. Spend less time on manual data entry and more on converting leads into customers.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Add Tags to a Contact

    Adds tags to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
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  • 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
    • Tag nameRequired

    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
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    Action
    Write
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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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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