Follow Up Boss + Salesmsg

Create new notes in Follow Up Boss for each new text message sent in Salesmsg

Seamlessly channel your text message activity from Salesmsg into actionable insights with Follow Up Boss. Upon sending a new text message in Salesmsg, this workflow instantaneously creates a corresponding note in Follow Up Boss. This ensures all communication is efficiently archived in one location, facilitating streamlined operations and better record-keeping. This is perfect for sales reps aiming to optimize their digital communication for a smooth client journey.

When this happens...
New Text Message Sent
Triggers when a new text message is sent.
TriggerInstant
automatically do this!
Create Note
Creates a note on a contact
ActionWrite

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Supported triggers and actions

New Contact Opted-Out
Triggers when a contact has opted-out.
Trigger
Instant
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- Phone Number
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- Phone Number or Email AddressRequired
- Tag NamesRequired
Action
Write

- Phone NumberRequired
- First name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Phone numberRequired
Action
Write

- Send FromRequired
- Send To (Phone Number)Required
- Audio LinkRequired
Action
Write
- Search by FieldRequired
- Apply Tag
- Unsubscribe from
Action
Write
- Search by FieldRequired
Action
Search
- Search by FieldRequired
- Phone NumberRequired
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Search or 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

- Phone Number
Trigger
Instant
Try It
New Contact
Triggers when you add a new contact.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Instant
Try It
- Phone NumberRequired
- Note TextRequired
Action
Write
- Send FromRequired
- Send ToRequired
- MessageRequired
- Media URL (MMS Message)
- Apply Tags
Action
Write
- Phone Number or Email AddressRequired
- Tags NameRequired
Action
Write
- Send FromRequired
- Send To (Phone Number)Required
- SMS Text MessageRequired
- Media URL (MMS Message)
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by Field
Action
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
- 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

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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