Follow Up Boss + Stikkum
Add tags to contacts in Follow Up Boss when new credit pull alerts are triggered in Stikkum
"Enhance your customer management process with this workflow that combines the Stikkum and Follow Up Boss apps. As soon as there are New Credit Pull Alerts in Stikkum, relevant tags get applied to the corresponding contacts in Follow Up Boss. This offers streamlined updating of important client information and improves efficiency in handling client data."
"Enhance your customer management process with this workflow that combines the Stikkum and Follow Up Boss apps. As soon as there are New Credit Pull Alerts in Stikkum, relevant tags get applied to the corresponding contacts in Follow Up Boss. This offers streamlined updating of important client information and improves efficiency in handling client data."
- When this happens...New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
Try ItiLink Alert NameRequired
First NameRequired
Last NameRequired
Email
Mobile Number
Phone Number
SSN
Address
State
City
Zip Code
Agent First Name
Agent Last Name
Agent Email
Agent Mobile Number
Agent Phone Number
First NameRequired
Last NameRequired
Address
Email
Phone
From databaseRequired
To databaseRequired
Note:
First Name
Last Name
Email
Mobile Number
Phone Number
Address
Zipcode
Behavior EventsRequired
Try ItFirst Name
Last Name
Database NameRequired
Email
Mobile Number
Phone Number
SSN
Address
City
State
Zip Code
Agent Full Name
Agent First Name
Agent Last Name
Agent Email
Agent Mobile Number
Agent Phone Number
Date of Birth
Closing Date
Type of loan
EPO Date
Fields to Exclude from Update
First NameRequired
Last NameRequired
AddressRequired
Database NameRequired
Snooze Period (days)Required
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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