SMS by Zapier + Follow Up Boss + Alchemer Integrations
How to connect SMS by Zapier + Follow Up Boss + Alchemer
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Do even more with SMS by Zapier + Follow Up Boss + Alchemer
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SMS by Zapier, Follow Up Boss, and Alchemer. And don’t forget that you can add more apps and actions to create complex workflows.
Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.Action
New AppointmentFires when a new appointment is created in Follow Up Boss.Trigger- New DealFires when a new deal is created in Follow Up Boss.Trigger
- Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.Trigger
- New ContactFires when a new contact is created in Follow Up Boss.Trigger
- Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.Trigger
- Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.Trigger
- Add CollaboratorsAdds selected users as collaborated on a given contact.Action
- Follow Up Boss
Adds tags to a contact.
Scheduled
Action
- Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
- Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
- Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
- Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
- Follow Up Boss
Creates a note on a contact
Scheduled
Action
- Follow Up Boss
Create a task for a contact.
Scheduled
Action
- Follow Up Boss
Logs a call on a contact.
Scheduled
Action
- Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
- Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
- Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action
- Alchemer
Triggers when a new SurveyGizmo survey is submitted.
Scheduled
Trigger
Connect your apps and automate workflows
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How SMS by Zapier + Follow Up Boss + Alchemer Integrations Work
- Step 1: Authenticate SMS by Zapier, Follow Up Boss, and Alchemer.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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