AnswerFirst + Follow Up Boss

Create or update contacts in Follow Up Boss when new messages arrive in AnswerFirst

Improve your customer relationship management with this simple workflow. When a new message is received in AnswerFirst, it updates or creates a new contact in your Follow Up Boss system without initiating any action plans. This ensures your client information is constantly up-to-date, enhancing your ability to follow up effectively and build stronger customer relationships.

Improve your customer relationship management with this simple workflow. When a new message is received in AnswerFirst, it updates or creates a new contact in your Follow Up Boss system without initiating any action plans. This ensures your client information is constantly up-to-date, enhancing your ability to follow up effectively and build stronger customer relationships.

  1. When this happens...
    AnswerFirstAnswerFirst
    New Message

    Triggers when a new message is received on behalf of the user.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

  • Follow Up Boss triggers, actions, and search

    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 IDRequired

    • Team Member(s)

    Action
    Write
answerfirst-ca189 logo
answerfirst-ca189 logo

About AnswerFirst

AnswerFirst is an innovative leader in customer service, providing comprehensive 24/7/365 answering services for businesses around the globe.

Related categories

  • Communication
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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Zapier Interfaces

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