Follow Up Boss + Stikkum

Follow Up Boss + Stikkum integrations

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."

When this happens...
New Credit Pull Alerts Triggers when a new credit pull alert is generated.
TriggerInstant
automatically do this!
Add Tags to a ContactAdds tags to a contact.
ActionWrite

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More things you can do with Stikkum and Follow Up Boss

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

New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
Trigger
Instant
Try It
- iLink Alert Name
  Required
- First Name
  Required
- Last Name
  Required
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Address
- Email
- Phone
Action
Write
- From database
  Required
- To database
  Required
- Note:
- First Name
- Last Name
- Email
- Mobile Number
- Phone Number
- Address
- Zipcode
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

- Behavior Events
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Database Name
  Required
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- City
- State
- Zip Code
- Company Name
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Address
  Required
- Database Name
  Required
- Snooze Period (days)
  Required
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.

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About Stikkum

Stikkum is a platform for the mortgage industry with retention alerts and automation that continuously monitors a mortgage broker’s client base.

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