Follow Up Boss + thanks.io
Create new Follow Up Boss inquiries or website events when new recipients are added in thanks.io
Streamline your recipient management and follow-up process with this efficient workflow. When a new recipient is added in the thanks.io platform, this automation swiftly creates a new inquiry or website event in Follow Up Boss. It simplifies the follow-up process ensuring no leads slip through the cracks. Improve your customer interactions effortlessly with this smart integration.
Streamline your recipient management and follow-up process with this efficient workflow. When a new recipient is added in the thanks.io platform, this automation swiftly creates a new inquiry or website event in Follow Up Boss. It simplifies the follow-up process ensuring no leads slip through the cracks. Improve your customer interactions effortlessly with this smart integration.
- When this happens...New Recipient Added
Triggers when a Recipient is added to one of your mailing lists via the API, Zapier, landing pages, retargeting, or card builder manual add.
- automatically do this!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.
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Order IDRequired
Try ItMailing List (if not selected, trigger will apply to all recipients)
Try ItMailing ListRequired
Recipient Full Name
Recipient First Name
Recipient Last Name
Recipient Company
Street or Complete AddressRequired
Address Line 2
City
State / Province
Postal Code
Country Code
Birthday
Email
Phone
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
Mailing List (if not selected, trigger will apply to all recipients)
Try ItMailing List (if not selected, trigger will apply to all recipients)
Try ItRecipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Image URL
Custom Background Image URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Giftcard Amount in Cents
Giftcard Brand
Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Envelope
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
