Follow Up Boss + Open Letter Connect

Send professional letters in Open Letter Connect when new tags are added to contacts in Follow Up Boss

When a new tag gets added to a contact in Follow Up Boss, this workflow instantly sends a professional letter using Open Letter Connect. Ideal for staying connected with clients or potential leads, it ensures a seamless communication process, saving you time and effort. It adds a personalized touch to your customer management practices, fostering stronger relationships.

When this happens...
Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Send Professional Letter
Create and mail a professional letter.
ActionWrite

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Start free with email

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Supported triggers and actions

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
- Contact Phone, Email, or IDRequired
- Action PlanRequired
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 IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Select TemplateRequired
- Select Postage TypeRequired
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1Required
- To Address Line 2
- To CityRequired
- To StateRequired
- To Zip CodeRequired
- From First Name
- From Last Name
- From Company
- From Email Address
- From Phone no.
- From Address Line 1
- From Address Line 2
- From City
- From State
- From Zip Code
Action
Write
- Select templateRequired
- Select Postage TypeRequired
- Select Envelope StyleRequired
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1Required
- To Address Line 2
- To CityRequired
- To StateRequired
- To Zip CodeRequired
- From First Name
- From Last Name
- From Company
- From Email Address
- From Phone no.
- From Address Line 1
- From Address Line 2
- From City
- From State
- From Zip Code
Action
Write
- Select templateRequired
- Select Postage TypeRequired
- Offer Percentage
- Select Envelope StyleRequired
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1Required
- To Address Line 2
- To CityRequired
- To StateRequired
- To Zip CodeRequired
- From First Name
- From Last Name
- From Company
- From Email Address
- From Phone no.
- From Address Line 1
- From Address Line 2
- From City
- From State
- From Zip Code
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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 IDRequired
Action
Search
- Select templateRequired
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1Required
- To Address Line 2
- To CityRequired
- To StateRequired
- To Zip CodeRequired
- From First Name
- From Last Name
- From Company
- From Email Address
- From Phone no.
- From Address Line 1
- From Address Line 2
- From City
- From Zip Code
Action
Write
- Select TemplateRequired
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1Required
- To Address Line 2
- To CityRequired
- To StateRequired
- To Zip CodeRequired
- From First Name
- From Last Name
- From Company
- From Email Address
- From Phone no.
- From Address Line 1
- From Address Line 2
- From City
- From State
- From Zip Code
Action
Write
- Select TemplateRequired
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1Required
- To Address Line 2
- To CityRequired
- To StateRequired
- To Zip CodeRequired
- From First Name
- From Last Name
- From Company
- From Email Address
- From Phone no.
- From Address Line 1
- From Address Line 2
- From City
- From State
- From Zip Code
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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