Follow Up Boss + Sure Send

Add tags to new Sure Send contacts and create Follow Up Boss contacts without triggering action plans

When a new tag is added to a contact in Sure Send, this workflow steps in to create a contact in your Follow Up Boss platform without initiating any pre-established action plans. This saves you time and prevents any potential confusion that could come from unintentionally launching action sequences. Offering seamless functioning between Sure Send and Follow Up Boss, this automation streamlines your contact management process.

When this happens...
Tag Added to ContactFires once when a chosen tag is added to a contact.
TriggerInstant
automatically do this!
Create Contact Without Triggering Action PlansCreates a new contact. This will not trigger action plans.
ActionWrite

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More things you can do with Sure Send and Follow Up Boss

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

New Appointment
Triggers when a new appointment is created in the system.
Trigger
Instant
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New Company
Triggers when a new company is created in the system.
Trigger
Instant
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New Lead Assigned
Triggers when a lead is assigned to you in the system.
Trigger
Instant
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New Person
Triggers when a new person is created in the system.
Trigger
Instant
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New Text Message
Triggers when a new text message is received or sent in the system.
Trigger
Instant
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- Tag to watch
Trigger
Instant
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Updated Person
Triggers when a person is updated in the system.
Trigger
Instant
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- Assigned User
- Title
  Required
- Description
- Location
- Is All Day
- Type
- Outcome
- Starts At
  Required
- Ends At
- Person
  Required
Action
Write
- Name
  Required
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- Full Name
- First Name (optional)
- Last Name (optional)
- Assigned User
- Stage
- Source
- Average Price
- Timeframe
- Timeframe Date
- Email Opted Out
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- Name
  Required
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Tags
Action
Write
- Company ID
  Required
- Name
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- Search Query
  Required
Action
Search
- Search Query
  Required
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact
  Required
- File name
  Required
- File URL
  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
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
- Note
- 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
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

New Call
Triggers when a new call is logged in the system.
Trigger
Instant
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New Email
Triggers when a new email is received or sent in the system.
Trigger
Instant
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New Note
Triggers when a new note is created in the system.
Trigger
Instant
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New Task
Triggers when a new task is created in the system.
Trigger
Instant
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Person Stage Updated
Triggers when a person's pipeline stage is changed in the system.
Trigger
Instant
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- Tag to watch
Trigger
Instant
Try It
- Person ID
  Required
- Tags
  Required
Action
Write
- Assigned User
- Phone
  Required
- Note
- Is Incoming
- Duration (seconds)
- Person
  Required
- Occurred At
Action
Write
- Subject
  Required
- Body
  Required
- Is HTML
- Person
  Required
Action
Write
- Name
  Required
- Type
- Is Completed
- Due Date
- Due Date Time
- Assigned User
- Person
  Required
Action
Write
- First Name
- Last Name
- Full Name
- Email
- Phone
- Assigned User
- Stage
- Source
- Tags
Action
Write
- Person ID
  Required
- First Name
- Last Name
- Full Name
- Assigned User
- Stage
- Source
- Average Price
- Timeframe
- Timeframe Date
- Email Opted Out
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
- Merge Tags
Action
Write
- Search Query
  Required
Action
Search
- Search Query
  Required
- Person ID
Action
Search
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
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- 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 Sure Send

Sure Send is a customer relationship management platform that helps businesses manage contacts, track deals, and automate workflows.

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Related categories

CRM (Customer Relationship Management)