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Follow Up Boss + Sierra Interactive

Tag Follow Up Boss contacts when new schedule showing requests are created in Sierra Interactive

"This workflow starts when there's a New Schedule Showing Request in Sierra Interactive, leading to an immediate addition of tags to a contact in Follow Up Boss. Enhance your efficiency by streamlining communications between your property management and client management systems. This integration ensures you stay organized and proactive, helping you manage contacts effectively every time a new showing request comes in."

"This workflow starts when there's a New Schedule Showing Request in Sierra Interactive, leading to an immediate addition of tags to a contact in Follow Up Boss. Enhance your efficiency by streamlining communications between your property management and client management systems. This integration ensures you stay organized and proactive, helping you manage contacts effectively every time a new showing request comes in."

  1. When this happens...
    Sierra InteractiveSierra Interactive
    New Schedule Showing Request

    Triggers when a new "Schedule Showing Request" about a property is created by a lead.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Add Tags to a Contact

    Adds tags to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SiteRequired

    • AgentRequired

    • Source Type

    • Type

    • SourceRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • AgentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • AgentRequired

    Trigger
    Instant
    Try It
    • SitesRequired

    • AgentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • AgentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • AgentRequired

    Trigger
    Instant
    Try It
    • AgentRequired

    • New TagRequired

    • SitesRequired

    Trigger
    Instant
    Try It
    • MessageRequired

    • Lead Id or Email or PhoneRequired

    Action
    Write
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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sierra-interactive logo
sierra-interactive logo

About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.

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