Follow Up Boss + Open Letter Connect

Follow Up Boss + Open Letter Connect integrations

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 ContactFires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Send Professional LetterCreate and mail a professional letter.
ActionWrite

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More things you can do with Follow Up Boss and Open Letter Connect

Discover other triggers and actions you can use with Follow Up Boss and Open Letter Connect

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
- Select Template
  Required
- Select Postage Type
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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 template
  Required
- Select Envelope Style
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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 Template
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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 template
  Required
- Select Envelope Style
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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 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
- Select Campaign
  Required
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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 template
  Required
- Select Postage Type
  Required
- Select Envelope Style
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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 template
  Required
- Select Postage Type
  Required
- Offer Percentage
- Select Envelope Style
  Required
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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 Template
  Required
- Select Postage Type
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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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About Open Letter Connect

Open Letter Connect allows you to seamlessly print and mail personalized postcards, letters, flyers, and real penned letters on demand.

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