Follow Up Boss + Vida

Add new tags to contacts in Follow Up Boss and provide context in Vida

Save time and streamline your contact management by pairing Follow Up Boss and Vida with a quick automation. Whenever you add a tag to any contact in Follow Up Boss, relevant context is immediately provided in the Vida app. This workflow efficiently bridges the gap between your contact management and client services, ensuring swift and thorough responses to every client's needs.

Save time and streamline your contact management by pairing Follow Up Boss and Vida with a quick automation. Whenever you add a tag to any contact in Follow Up Boss, relevant context is immediately provided in the Vida app. This workflow efficiently bridges the gap between your contact management and client services, ensuring swift and thorough responses to every client's needs.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Tag Added to Contact

    Fires when a tag is added to a contact in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    VidaVida
    Provide Context

    Give your AI Agent additional information and context for a conversation. Useful for providing information to your Agent about callers from external systems like CRMs.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • 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
  • 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
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Vida

Vida provides AI phone agents for SMBs. Empower your AI agent to connect with hundreds of apps.
Help

Related categories

  • Call Tracking