Follow Up Boss + Sierra Interactive

Follow Up Boss + Sierra Interactive integrations

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.

When this happens...
New TagTriggers when a tag is applied to lead by a user in our admin area.
TriggerInstant
automatically do this!
Change Stage of a ContactChanges the stage of an existing contact.
ActionWrite

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More things you can do with Sierra Interactive and Follow Up Boss

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

- Site
  Required
- Agent
  Required
- Source Type
- Type
- Source
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Sites
  Required
- Agent
  Required
Trigger
Instant
Try It
- Fully Automated Action Plan
  Required
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone Number
  Required
Action
Write

- Lead First Name
  Required
- Lead Last Name
  Required
- Password
  Required
- Lead Type
- Lead Status
- Email
  Required
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or Phone
  Required
Action
Write

- Fully Automated Action Plan
  Required
- Update Action Plan Status
  Required
- Lead Id or Email or Phone Number
  Required
- Note
Action
Write
- Lead Id or Email or Phone
  Required
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
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

- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Agent
  Required
- New Tag
  Required
- Sites
  Required
Trigger
Instant
Try It
- Message
  Required
- Lead Id or Email or Phone
  Required
Action
Write
- Traditional Action Plan
  Required
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone Number
  Required
Action
Write
- Type
  Required
- Description
  Required
- Due Date
  Required
- Lead ID or Email or Phone
  Required
Action
Write
- Lead Id or Email or Phone Number
  Required
Action
Write
- Traditional Action Plan
  Required
- Lead Id or Email or Phone Number
  Required
- Note
Action
Write
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 Sierra Interactive

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Follow Up Boss + Sierra Interactive

Follow Up Boss + Sierra Interactive

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

More things you can do with Sierra Interactive and Follow Up Boss

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