Follow Up Boss + Stikkum

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.

  1. When this happens...
    StikkumStikkum
    TriggerPolling
  2. automatically do this!
    Follow Up BossFollow Up Boss
    ActionWrite
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Supported triggers and actions

    • Behavior EventsRequired

    Trigger
    Instant
    Try It
    • First 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

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • AddressRequired

    • Database NameRequired

    • Snooze Period (days)Required

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
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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stikkum logo
stikkum logo

About Stikkum

Stikkum is a platform for the mortgage industry with retention alerts and automation that continuously monitors a mortgage broker’s client base.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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