Post emailed messages to Slack channel
How this automation works
Get instant Slack alerts for new contacts created in Follow Up Boss. It runs whenever Follow Up Boss adds a new contact and posts the contact details to a Slack channel you choose. This helps sales and support teams respond quickly to leads by sharing the contact's name, email, phone, stage, and assigned agent between Follow Up Boss and Slack. Note: Customize the message to fit your tone.
If
Trigger ingredients
ContactId
Name
Email
Phone
Stage
Source
AssignedAgent
Tags
CreatedAt
Then
Action fields
channel
message
title
title_url
image_url
Services used in this Applet
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Create your own Follow Up Boss and Slack workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
12 triggers, queries, and actions
New appointment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new appointment is created in Follow Up Boss.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new contact is created in Follow Up Boss.
New deal
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new deal is created in Follow Up Boss.
New note
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new note is added to a contact in Follow Up Boss.
New task
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new task is created in Follow Up Boss.
Find contact by email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.
Get contact by ID
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.
Recent notes for contact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve the most recent notes for a Follow Up Boss contact.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.
Create contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.
Post to channel
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a message to the channel you choose in Slack.
Update contact stage
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.
Create contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.
Find contact by email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.
Get contact by ID
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.
New appointment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new appointment is created in Follow Up Boss.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new contact is created in Follow Up Boss.
New deal
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new deal is created in Follow Up Boss.
New note
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new note is added to a contact in Follow Up Boss.
New task
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new task is created in Follow Up Boss.
Post to channel
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a message to the channel you choose in Slack.
Recent notes for contact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve the most recent notes for a Follow Up Boss contact.
Update contact stage
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.
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If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Follow Up Boss and Slack
About Follow Up Boss
Connect Follow Up Boss to thousands of apps. Automate lead routing, contact status updates, and follow-up workflows for your real estate business.
Connect Follow Up Boss to thousands of apps. Automate lead routing, contact status updates, and follow-up workflows for your real estate business.
About Slack
Slack brings all your team communication into one place. Turn on Applets to bring important information into channels, quickly share photos, automate reminders, and much more.
Slack brings all your team communication into one place. Turn on Applets to bring important information into channels, quickly share photos, automate reminders, and much more.