Follow Up Boss + Simplesat

Create notes in Follow Up Boss from new feedback in Simplesat

Easily manage your customer feedback with this streamlined workflow. When new feedback comes in through Simplesat, it prompts the creation of a note in Follow Up Boss. This efficient process not only saves time but also ensures you track and respond to each piece of feedback promptly, improving your customer service and experience.

Easily manage your customer feedback with this streamlined workflow. When new feedback comes in through Simplesat, it prompts the creation of a note in Follow Up Boss. This efficient process not only saves time but also ensures you track and respond to each piece of feedback promptly, improving your customer service and experience.

  1. When this happens...
    SimplesatSimplesat
    New Feedback

    Triggers when new feedback is received.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

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

    New Feedback

    Triggers when new feedback is received.

    Trigger
    Instant
    Try It
    • Survey API endpointRequired

    • Customer name

    • Customer emailRequired

    • Customer company

    • Team member ID

    • Team member name

    • Team member email

    • Ticket ID

    • Ticket subject

    Action
    Write
    • IdRequired

    Action
    Search
    • IdRequired

    Action
    Search
    • external_id

    • Name

    • EmailRequired

    • Company

    • Custom attributes

    • Tags

    Action
    Write
    • external_id

    • Name

    • EmailRequired

    • Custom attributes

    Action
    Write
    • IdRequired

    Action
    Search
  • 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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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