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Customerly + Follow Up Boss Integrations

Appy Pie Connect allows you to automate multiple workflows between Customerly and Follow Up Boss

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

Follow Up Boss Integrations
Follow Up Boss Alternatives

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Best Customerly and Follow Up Boss Integrations

  • Customerly Google Sheets

    Follow Up Boss + Google Sheets

    Add New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...
    When this happens...
    Customerly New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Follow Up Boss is one of the most effective lead management applications for real estate agents and brokers. It helps real estate professionals manage their business more effectively, while generating more sales revenue. Integrating Follow Up Boss with Google Sheets will add more value to your real estate business. Once this automation is active, whenever a contact is added on Follow Up Boss, Appy Pie Connect will automatically add that contact in a new row to the Google Sheet of your choice. This way you will be automatically archiving your data to be accessed at a later time whenever needed.
    How this Google Sheets – Follow Up Boss Works
    • A new contact is added on Follow Up Boss
    • Appy Pie Connect automatically creates a new row on Google Sheets
    What Is Needed For This Integration
    • A Follow Up Boss account
    • A Google Sheets account
  • Customerly Follow Up Boss

    Salesforce + Follow Up Boss

    Bring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
    When this happens...
    Customerly New Lead
     
    Then do this...
    Follow Up Boss Create Lead
    Improve your customer experience by integrating Salesforce with Follow Up Boss using Appy Pie Connect. Our automation platform allows you to connect Salesforce and Follow Up Boss In a matter of minutes and without writing even a single line of code. Once you set it up, whenever a new lead is created on Salesforce, it will automatically be added to your Follow Up Boss as well, helping your team to respond fast and convert more leads into closings. This integration helps real estate businesses to meet their goals more efficiently.
    How this Salesforce- Follow Up Boss Integration Works
    • A new lead is created on Salesforce
    • Appy Pie Connect automatically sends that lead to Follow Up Boss
    For This Integration You Need
    • A Follow Up Boss account
    • A Salesforce account
  • Customerly Follow Up Boss

    Salesforce + Follow Up Boss

    Copy Every New Salesforce Task to Follow Up Boss as a New Task Read More...
    When this happens...
    Customerly New Task
     
    Then do this...
    Follow Up Boss Create Task
    Salesforce is one of the best CRM applications that businesses use to align their sales operations. However, there are various real estate businesses that use both Salesforce and Follow Up Boss to manage their sales operations. With teams on different apps, real estate agents and brokers might need to manually copy tasks from one to the other. Once this integration has been set up, each time a new task is created in Salesforce, Appy Pie Connect would automatically copy that task into Follow Up Boss as a new task. Enjoy the benefits of workflow automation & set up this Connect now!
    How this Salesforce-Follow Up Boss Integration Works
    • Triggers when a new task is created on Salesforce
    • Appy Pie Connect automatically copies it to Follow Up Boss as a new task
    What You Need
    • A Follow Up Boss account
    • A Salesforce account
  • Customerly Follow Up Boss

    Gmail + Follow Up Boss

    Create new contacts in Follow Up Boss from new emails matching a specified term on Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Customerly New Email Matching Search
     
    Then do this...
    Follow Up Boss Create or Update Contact Without Triggering Action Plans

    Are you spending way too much time searching for the same terms on Gmail over and over again? If yes, then you need to set up this ‘connect’ and we will handle that repetitive process for you. Once active, we will watch your mailbox for you and whenever a new email matching your search term is received, and automatically create a new contact on Follow Up Boss.

    Note: To use this integration you must have a Business Gmail account.

    How this works
    • A new email matching a search is received on Gmail
    • Appy Pie Connect automatically creates a contact on Follow Up Boss
    What You Need
    • A Gmail account
    • A Follow Up Boss account
  • Customerly Follow Up Boss

    Google Contacts + Follow Up Boss

    Create or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...
    When this happens...
    Customerly New or Updated Contact
     
    Then do this...
    Follow Up Boss Create or Update Contact Without Triggering Action Plans
    Do you want to reach out and connect with new prospects every week but don’t know where to start? Would you like to use your existing Google contacts as an easy starting point? With this Google Contacts-Follow Up Boss integration, Appy Pie Connect does all the thinking for you. After setting this integration, whenever a new contact is added to your Google Contacts, Appy Pie Connect will automatically add them to Follow Up Boss.
    How This Integration Works
    • A new contact is added to your Google Contacts
    • Appy Pie Connect adds them to Follow Up Boss
    What You Need
    • A Google Contacts account
    • A Follow Up Boss account
  • Customerly Follow Up Boss

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    {{item.message}} Read More...
    When this happens...
    Customerly {{item.triggerTitle}}
     
    Then do this...
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Connect Customerly + Follow Up Boss in easier way

It's easy to connect Customerly + Follow Up Boss without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Customerly & Follow Up Boss Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Follow Up Boss as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Follow Up Boss with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Follow Up Boss

Customerly

Customerly is a customer relationship management software that helps you to get started with your business by managing your customer database, appointments, notes, and fplow up. Customerly is affordable and easy to install, plus it offers you the best customer service. It also enables you to create events to help you in your future planning.

Customerly is cloud-based, which means that you can access its functionalities from any location. You can connect your customer database with your email accounts or any other software that you are using to help you in your business.

It also offers free training videos that will help you in learning how to use the platform.

  • Fplow Up Boss
  • Fplow Up Boss is an automated reminder system that helps you organize your tasks and reminders in one place. It also helps you in keeping organized with all of your reminders. Fplow Up Boss enables you to create reminders to help you in keeping track of all of your tasks and commitments.

    It is very easy to use and navigate because it doesn’t have too many features. Fplow Up Boss is great because it has an automated time tracker for work hours, which makes it easy to use. It also allows you to create to-do lists, which will help you in keeping track of all of your tasks. You can also schedule fplow ups with your clients using Fplow Up Boss.

  • Integration of Customerly and Fplow Up Boss
  • Most people who are familiar with the word “integration” think of it as a challenge or a problem. But integrating Customerly and Fplow Up Boss will only make your job easier. Since both platforms are cloud-based, there are no technical problems in integrating them. If you are an online business owner, then this integration will be very useful for you. You can use both platforms at the same time without having any problems with the integration. The integration of these two software will enable you to be more productive in your business tasks. The integration of these two platforms will also allow you to manage appointments, notes, fplow ups, contacts, time tracking, and to-do lists. The integration will simplify your team task management because it will allow everyone in your team to have access to all of the information about customers and customers’ activities. The integration will also enable you to have a single point where all of the data related to customers are stored. This will also allow you to have an automated process of updating customer data when they change address or email address. The integration will let you have a single point where all of your customers are located, which will make it easier for you to look for customers who are interested in what you have to offer. In addition, this integration will allow you to have a single point where all of the notes and fplow ups for each customer are located so you can easily access them whenever you need them. These two softwares have been designed specially for businesses so they have many similarities, but there is still a lot that they can learn from each other. Most businesses want to create a good relationship with their customers because a good relationship with the customers will lead the way to success in a business. Therefore, businesses need a software that can help them in monitoring their customer relationships better. That’s why the integration of these two softwares will not only give businesses an integrated application but also a top that can help them in building better relationships with their customers. In addition, since the two platforms are cloud-based, they don’t need any extra hardware or software for their integration, which means they won’t be costing anything extra for their integration. Finally, the integration of these two softwares will allow businesses to save a lot of time and money because they don’t have to invest in two different software anymore. They only need one software now for all of their things related to their business. So now business owners can sign up for both platforms and gain an integrated business spution for their business needs at no extra cost!

  • Benefits of Integration of Customerly and Fplow Up Boss
  • Fplowing are some benefits of integrating Customerly and Fplow Up Boss:

    1)Integration between Fplow Up Boss and Customerly will allow businesses to save time and money because they don’t have to pay for two different software anymore. They only need one software now for all of their things related to their business. So now business owners can sign up for both Customerly and Fplow Up Boss and gain an integrated business spution for their business needs at no extra cost!

    2)Integration between Customerly and Fplow Up Boss allows businesses to manage appointments, notes, fplow ups, contacts, time tracking, and to-do lists more efficiently by saving time and money on two different softwares. Businesses can now focus on building better relationships with their customers instead of worrying about their software issues because both softwares are cloud-based and won’t need any additional hardware or software for their integration!

    The process to integrate Customerly and Fplow Up Boss may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.