Follow Up Boss + SweetAssist

Create new contacts in SweetAssist when tags are added to contacts in Follow Up Boss

When a new tag is added to a contact in Follow Up Boss, this workflow initiates the creation of a contact in SweetAssist. It simplifies and streamlines the process of managing new contacts, ensuring your contacts in SweetAssist stay updated in real-time. This seamless automation saves time and boosts efficiency in your customer management process.

When a new tag is added to a contact in Follow Up Boss, this workflow initiates the creation of a contact in SweetAssist. It simplifies and streamlines the process of managing new contacts, ensuring your contacts in SweetAssist stay updated in real-time. This seamless automation saves time and boosts efficiency in your customer management process.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Tag Added to Contact

    Fires when a tag is added to a contact in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    SweetAssistSweetAssist
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

  • 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
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    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 more

Related categories

  • CRM (Customer Relationship Management)

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sweetassist-v3 logo
sweetassist-v3 logo

About SweetAssist

SweetAssist is a complete real estate training centre relationship marketing software and mastermind community.

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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