Tag new Stikkum web browsing alerts in Follow Up Boss contacts
Boost your effectiveness in managing leads with this seamless workflow between Stikkum and Follow Up Boss. When new web browsing alerts occur in Stikkum, specific tags will be instantly added to a contact in Follow Up Boss. This streamlined process aids in rapid identification and detailed categorization of potential clients, enhancing your team's response time and success rate. Keep your lead management system organized and efficient with this smooth integration.
Boost your effectiveness in managing leads with this seamless workflow between Stikkum and Follow Up Boss. When new web browsing alerts occur in Stikkum, specific tags will be instantly added to a contact in Follow Up Boss. This streamlined process aids in rapid identification and detailed categorization of potential clients, enhancing your team's response time and success rate. Keep your lead management system organized and efficient with this smooth integration.
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New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
Try ItiLink Alert NameRequired
First NameRequired
Last NameRequired
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
First NameRequired
Last NameRequired
Address
Email
Phone
From databaseRequired
To databaseRequired
Note:
First Name
Last Name
Email
Mobile Number
Phone Number
Address
Zipcode
Behavior EventsRequired
Try ItFirst Name
Last Name
Database NameRequired
Email
Mobile Number
Phone Number
SSN
Address
City
State
Zip Code
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
First NameRequired
Last NameRequired
AddressRequired
Database NameRequired
Snooze Period (days)Required
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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