Follow Up Boss + LiveChat

Create or update Follow Up Boss contacts when chats are finished in LiveChat

Keep your customer interactions streamlined with this efficient workflow. As soon as your live chat session in LiveChat concludes, an updated contact swiftly appears in Follow Up Boss without activating any subsequent plans. This seamless process enhances customer engagement and simplifies contact management, ensuring all client interactions are effortlessly monitored and managed.

Keep your customer interactions streamlined with this efficient workflow. As soon as your live chat session in LiveChat concludes, an updated contact swiftly appears in Follow Up Boss without activating any subsequent plans. This seamless process enhances customer engagement and simplifies contact management, ensuring all client interactions are effortlessly monitored and managed.

  1. When this happens...
    LiveChatLiveChat
    Finished Chat

    Triggers when the chat is ended.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

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

    ActionWrite
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Supported triggers and actions

  • 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
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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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About LiveChat

LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn more

Related categories

  • Customer Support