Follow Up Boss + Model Match

Follow Up Boss + Model Match integrations

Tag requisition contacts in Model Match and create or update contacts in Follow Up Boss without triggering action plans

Manage your Model Match contacts efficiently by integrating with Follow Up Boss. This workflow starts when a contact is tagged in the Model Match application, updating or creating the identical contact record in the Follow Up Boss app without triggering action plans. Benefit by ensuring all your contact information is up-to-date across both platforms, streamlining your customer relationship management.

When this happens...
Requisition Contact Is TaggedTriggers when a requisition contact has been tagged.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with Model Match and Follow Up Boss

Discover other triggers and actions you can use with Model Match and Follow Up Boss

Contact Is Added to a Requisition
Triggers when a contact is added to a requisition.
Trigger
Instant
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Contact Is Marked as Touched
Triggers when a contact is marked as touched.
Trigger
Instant
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Contact Stage Is Updated
Triggers when the contact stage has been updated.
Trigger
Instant
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- Tag
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
- Email Type
- Email
- Title
- NMLS ID
- Address
- City
- State
- Zip Code
Action
Write

- Requisition
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
- Email Type
- Email
- Company
- Title
- NMLS ID
- Address
- City
- State
- Zip Code
Action
Write
- Requisition Id
  Required
- Contact Id
  Required
- Stages
  Required
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- 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

- User
  Required
Trigger
Instant
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- Sequence
  Required
Trigger
Instant
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- Requisition
  Required
Trigger
Instant
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- Todo Title
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email Type
- Email
- Company
- Title
- NMLS ID
- Address
- City
- State
- Zip Code
- Sequence
  Required
Action
Write
- Requisition Id
  Required
- User
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
- Email Type
- Email
- Company
- Title
- NMLS ID
- Address
- City
- State
- Zip Code
Action
Write
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

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.

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CRM (Customer Relationship Management)

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About Model Match

Model Match helps forward thinking mortgage lenders streamline the recruiting process and bring their team and pipeline into one central, collaborative space.

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Related categories

Contact Management