AnswerConnect + Follow Up Boss

Create or update Follow Up Boss contacts without triggering action plans when new messages arrive in AnswerConnect

Effortlessly streamline your client communication workflow with this tool. When a new message is available in your AnswerConnect app, the tool will instantly create or update a contact in Follow Up Boss, ensuring you never miss a crucial update or potential lead. It eliminates the need for manually transferring information between systems, providing you with a seamless and efficient process to keep your contacts up to date.

Effortlessly streamline your client communication workflow with this tool. When a new message is available in your AnswerConnect app, the tool will instantly create or update a contact in Follow Up Boss, ensuring you never miss a crucial update or potential lead. It eliminates the need for manually transferring information between systems, providing you with a seamless and efficient process to keep your contacts up to date.

  1. When this happens...
    AnswerConnectAnswerConnect
    New Message

    Triggers when a new message is taken.

    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

What does this mean?
  • AnswerConnect triggers, actions, and search

    New Message

    Triggers when a new message is taken.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

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

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
  • 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
answerconnect logo
answerconnect logo

About AnswerConnect

AnswerConnect is a 24*7 live answering service that accepts inbound customer calls your business receives, assists your customers and helps them schedule appointments with your business.
Learn more

Related categories

  • Customer Support
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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