Follow Up Boss + Salesmsg

Follow Up Boss + Salesmsg integrations

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 SentTriggers when a new text message is sent.
TriggerInstant
automatically do this!
Create NoteCreates a note on a contact
ActionWrite

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More things you can do with Salesmsg and Follow Up Boss

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

New Contact Opted-Out
Triggers when a contact has opted-out.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Phone Number or Email Address
  Required
- Tag Names
  Required
Action
Write

- Phone Number
  Required
- First name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Phone number
  Required
Action
Write

- Send From
  Required
- Send To (Phone Number)
  Required
- Audio Link
  Required
Action
Write
- Search by Field
  Required
- Apply Tag
- Unsubscribe from
Action
Write
- Search by Field
  Required
Action
Search
- Search by Field
  Required
- Phone Number
  Required
- 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 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

- 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 Number
  Required
- Note Text
  Required
Action
Write
- Send From
  Required
- Send To
  Required
- Message
  Required
- Media URL (MMS Message)
- Apply Tags
Action
Write
- Phone Number or Email Address
  Required
- Tags Name
  Required
Action
Write
- Send From
  Required
- Send To (Phone Number)
  Required
- SMS Text Message
  Required
- Media URL (MMS Message)
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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 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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Salesmsg

Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Create new Follow Up Boss inquiries or website events from new Salesmsg text messages

Create or update contacts in Follow Up Boss from new contacts in Salesmsg