A tag action can be very useful in Follow Up Boss. You can create smart lists to identify a set of leads qualifying a certain criteria, or trigger a different automation. Here's how to set a tag using Calls Created as the trigger:
Open Automation Builder and click on Create New Workflow at the top right of the screen
Enter Workflow Title and Description and click on Continue.
Click to select a trigger for the workflow
Select Follow Up Boss as the platform to connect
Select call triggers
Click on Calls Created
Now, we need to test the trigger. Click on Test Trigger
This is how the output looks, if the test is successful:
If the test failed, please log into Follow Up Boss and log a call or make a new one, which would work as a test. Once done, wait for a few seconds and click on Test Trigger button again, and it should give a successful result.
Select an action by clicking on Follow Up Boss
Select an action of your choice. We will go forward by selecting Set Tag
Click on '+' button to add one (or more) tags.
After adding the Tag name, and click on Test Action.
A successful test looks like this:
Click on Save Workflow, and turn on the Workflow
You can now manually test the automation from Follow Up Boss. Contact [email protected] if you have any questions!
PRO TIP: How to trace the lead in FUB, for which your test ran.
To identify the test account where the automation ran while testing, open the test results from step 1 (trigger). You may have to click on 'Show previous test details' if the results are not visible.
From the results, we need to identify 'person.id' field. The output is the FUB Person ID for our test. Copy the ID. Here's how it looks:
Now, open Follow Up Boss and open any lead. We need to adjust the last part of the URL to match the FUB Person we used as a test.
Paste the ID and press enter:
On this lead, you can see if the test action ran successfully.
Feel free to reach out to [email protected] if you have any questions!