Connect Teamtailor and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Teamtailor
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Teamtailor and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Do thisActions
Action is the task that follows automatically within your Teamtailor integrations.
Create Note
Creates a new note on a candidate.
Update Candidate
Updates an already existing candidate.
Update Job
Updates an already existing candidate.
Find Candidate
Finds a candidate by email.
Create Job
Creates a New Job
Create Candidate
Create a new Candidate
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Frequently Asked Questions
To start, connect both your Teamtailor and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamtailor triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Teamtailor data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.
The data sync between Teamtailor and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Teamtailor and Follow Up Boss. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Teamtailor
Teamtailor is a recruitment and employer branding ATS (Applicant Tracking System) designed to assist teams of all sizes to attract and hire talent efficiently and effectively. The platform integrates various capabilities such as job posting, applicant tracking, and candidate communication.
Learn MoreAbout 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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