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Follow Up Boss + smartercontact

Export new contacts from smartercontact and add tags to them in Follow Up Boss

When a contact is exported in SmarterContact, this workflow swiftly adds tags to the contact in Follow Up Boss. This seamless process empowers businesses and professionals to efficiently manage their contact lists, saving time and improving productivity. By having the right tags in place, engaging with and following up with your contacts becomes much more streamlined, making relationship-building a breeze.

When a contact is exported in SmarterContact, this workflow swiftly adds tags to the contact in Follow Up Boss. This seamless process empowers businesses and professionals to efficiently manage their contact lists, saving time and improving productivity. By having the right tags in place, engaging with and following up with your contacts becomes much more streamlined, making relationship-building a breeze.

  1. When this happens...
    smartercontactsmartercontact
    Export Contact Trigger

    Triggers when contact is exported.

    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?
    • TitleRequired

    Trigger
    Instant
    Try It
  • 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
    • Tag nameRequired

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

    • Team Member(s)

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About smartercontact

Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!

Related categories