Follow Up Boss + Skool

Answer membership questions in Skool and create or update contacts in Follow Up Boss without triggering action plans

When a new response is received for membership questions in the Skool app, this workflow ensures seamless contact management in Follow Up Boss. It promptly creates or updates the contact's information without activating action plans. This enhances your follow-up strategy by keeping your contact list in Follow Up Boss current, without the need for manual updates or triggering unnecessary actions.

When a new response is received for membership questions in the Skool app, this workflow ensures seamless contact management in Follow Up Boss. It promptly creates or updates the contact's information without activating action plans. This enhances your follow-up strategy by keeping your contact list in Follow Up Boss current, without the need for manual updates or triggering unnecessary actions.

  1. When this happens...
    SkoolSkool
    Answered Membership Questions

    Triggers when a potential member has submitted answers to group membership questions.

    TriggerPolling
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

  • Skool triggers, actions, and search

    New Paid Member

    Triggers when a new member successfully completes payment and joins the group.

    Trigger
    Polling
    Try It
    • Email AddressRequired

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
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.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

Related categories

  • Education