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Follow Up Boss + Sierra Interactive

Manage new Sierra Interactive tags by changing stage of contacts in Follow Up Boss

Streamline your customer engagement with this efficient workflow. When a new tag is added within Sierra Interactive, it will swiftly alter the stage of a contact in your Follow Up Boss system. This automation ensures seamless interaction between your sales and marketing tools, improving productivity and allowing for precise client tracking. Don't miss any critical customer interactions, let this workflow manage it for you.

Streamline your customer engagement with this efficient workflow. When a new tag is added within Sierra Interactive, it will swiftly alter the stage of a contact in your Follow Up Boss system. This automation ensures seamless interaction between your sales and marketing tools, improving productivity and allowing for precise client tracking. Don't miss any critical customer interactions, let this workflow manage it for you.

  1. When this happens...
    Sierra InteractiveSierra Interactive
    New Tag

    Triggers when a tag is applied to lead by a user in our admin area.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Change Stage of a Contact

    Changes the stage of an existing 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.

Similar apps

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier