Follow Up Boss + SurveySensum

Follow Up Boss + SurveySensum integrations

Create new shares in SurveySensum for new contacts in Follow Up Boss

Effortlessly keep your customer engagement on track with this seamless workflow that connects Follow Up Boss and SurveySensum. Whenever a new contact is added in Follow Up Boss, this automation creates a new share in SurveySensum, ensuring a timely and personalized outreach to your clients. Simplify your processes and maintain consistent communication with your audience, all while saving valuable time and resources.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create New ShareThis action enables user to create a new email Share
ActionWrite

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More things you can do with Follow Up Boss and SurveySensum

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

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
Get Contacts
List of contacts present in the user account
Trigger
Polling
Try It
- Survey
  Required
Trigger
Instant
Try It

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
Get Email Templates
Returns the list of email templates present in user account
Trigger
Polling
Try It
- Select Survey
  Required
- Camp Name
  Required
- From Name
  Required
- Send To Email Ids
- Reply To
  Required
- Subject
  Required
- Email Template Id
  Required
- LinkGenerationMetadata
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 SurveySensum

SurveySensum offers an end to end Customer Experience Platform that measures and improves your CX metrics with CES, NPS, and CSAT surveys. It lets you gather customer feedback at all touchpoints and turn them into actionable insights. After receiving feedback it enables you to prioritize actions to improve products or services and proactively reduce churn and drive growth. Also, its Conversation Analysis platform allows you to discover new trends and insights with real-time text and sentiment analysis on qualitative voice of the customer data from sources like Chat bot conversations, app store reviews, social media etc and save hours of manual data processing with automated feedback tagging.

HelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

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