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Integrate Follow Up Boss with Retently NPS

Sync NPS scores with Follow Up Boss and trigger NPS surveys from Follow Up Boss with Retently NPS. With Retently NPS & Follow Up Boss Integration, you can: send an NPS survey or add contact in Retently when a tag is added to a contact for the first time or 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 when an NPS score is received.

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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.

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Follow Up Boss to Retently NPS

1

New Tag Added to Contact

Send an NPS survey or add contact in Retently when a tag is added to a contact for the first time.
2

New Contact

Send an NPS survey or add contact in Retently when a new contact is created in Follow Up Boss.
Follow Up Boss logo

Retently NPS to Follow Up Boss

1

New Inquiry or Website Event

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 and when an NPS score is received.
2

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 when an NPS score is received.

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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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