Integrate Follow Up Boss with Retently
Trigger NPS/CSAT surveys after significant lead interactions or closings, sync customer profiles and lead data to Retently for comprehensive feedback management, and use survey responses to enhance customer engagement strategies.
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About Follow Up Boss
Follow Up Boss is a lead management software for real estate agents and brokers, automating the organization of leads and facilitating prompt responses to convert leads into closings.
Follow Up Boss to Retently
New Appointment
Fires when a new appointment is created in Follow Up Boss.Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.New Deal
Fires when a new deal is created in Follow Up Boss.New Contact
Fires when a new contact is created in Follow Up Boss.Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.New Inquiry or Website Event
Notifies Follow Up Boss when a new inquiry is received or an event on your website happens, such as someone inquiring about a property.Retently to Follow Up Boss
Add Collaborators
Adds selected users as collaborators on a given contact.Apply an Action Plan to a Contact
Applies a selected action plan to a contact.Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. This will not trigger action plans!Create Note
Creates a note on a contact.Log Call
Logs a call on a contact.Reassign Agent
Assigns a different agent to this contact.API Request (Beta)
Makes a raw HTTP request that includes this integration's authentication.Add Tags to a Contact
Adds tags to a contact.Change Stage of a Contact
Changes the stage of an existing contact.Create Deal
Creates a deal on a contact.Create Task
Creates a task for a contact.Pause an Action Plan for a Contact
Pauses a selected action plan for a contact.Find a Contact
Searches for a contact by email, phone number, or Follow Up Boss ID.
Alex Bitca
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