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Follow Up Boss + Model Match

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.

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.

  1. When this happens...
    Model MatchModel Match
    Requisition Contact Is Tagged

    Triggers when a requisition contact has been tagged.

    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

What does this mean?
  • Model Match triggers, actions, and search

    Contact Is Added to a Requisition

    Triggers when a contact is added to a requisition.

    Trigger
    Instant
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  • Model Match triggers, actions, and search

    Contact Is Marked as Touched

    Triggers when a contact is marked as touched.

    Trigger
    Instant
    Try It
  • Model Match triggers, actions, and search

    Contact Stage Is Updated

    Triggers when the contact stage has been updated.

    Trigger
    Instant
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    • TagRequired

    Trigger
    Instant
    Try It
    • UserRequired

    Trigger
    Instant
    Try It
    • SequenceRequired

    Trigger
    Instant
    Try It
    • RequisitionRequired

    Trigger
    Instant
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    • Todo Title

    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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model-match logo
model-match logo

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.

Related categories