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Daylite + Follow Up Boss Integrations

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

About Daylite

Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.

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

Connect the apps you use everyday and find your productivity super-powers.

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Best Daylite and Follow Up Boss Integrations

  • Daylite MailChimp

    Daylite + MailChimp

    Add new Daylite people to a Mailchimp mailing list Read More...
    When this happens...
    Daylite New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    If you use Daylite and Mailchimp together, you can use Appy Pie Connect automation to automatically add new people from Daylite into Mailchimp subscriber lists automatically as soon as they’re created. Appy Pie Connect’s Daylite integration allows you to automatically add new people added to Daylite to Mailchimp mailing lists. After configuring this integration, when a user is added in Daylite, they are automatically added to a new list inside your MailChimp account.
    How This Daylite-MailChimp Integration Works
    • A new people is created on Daylite
    • Appy Pie Connect adds them to a Mailchimp mailing list
    What You Need
    • Daylite account
    • Mailchimp account
  • Daylite Google Sheets

    Daylite + Google Sheets

    Add new rows in Google Sheets for Daylite tasks Read More...
    When this happens...
    Daylite New Task
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Connect Daylite and MailChimp to automate the process of adding new Daylite contacts or groups to your existing Mailchimp mailing lists. Our easy-to-use interface allows you to quickly integrate both applications so they work together. After setting this integration, Appy Pie Connect will automatically create new rows to Google Sheets for new Daylite tasks.
    How This Daylite- Google Sheets Integration Works
    • A new task is created on Daylite
    • Appy Pie Connect creates a new row on Google Sheets
    What You Need
    • Daylite account
    • Google Sheets account
  • Daylite 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...
    Daylite 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
  • Daylite Follow Up Boss

    Salesforce + Follow Up Boss

    Bring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
    When this happens...
    Daylite 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
  • Daylite 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...
    Daylite 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
  • Daylite Follow Up Boss

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • 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
  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Daylite & Follow Up Boss Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Daylite 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 Daylite and Follow Up Boss

Daylite

Daylite is a task management application which helps you manage your daily tasks and to-do lists. It has support for mobile devices as well as desktop systems. Daylite supports many different languages which makes it one of the most popular tops for task management among the international community. It is used by students, teachers, programmers, programmers, writers, project managers, accountants, lawyers, artists, consultants, small business owners, designers, managers, executives, and all other professionals.

  • Fplow Up Boss
  • Fplow Up Boss is a time tracker software which will help you to track what you are doing exactly every moment of the day. You can set your goals, listen to music or audiobooks while working on your computer and make sure that you are always doing what you are supposed to do. Fplow Up Boss tracks the time that you spend on any of your projects. Fplow Up Boss allows you to contrp your working hours for each of your projects, tasks or clients. It lets you track your working time on your computer. Fplow Up Boss can be integrated with Daylite which gives you an opportunity to create tasks, notes and reminders about your working time with the help of the Task List section of Daylite.

  • Integration of Daylite and Fplow Up Boss
  • Integration of Daylite and Fplow Up Boss means that both applications share information about you working time. You can create tasks in Daylite about your working time and then they will be created automatically in Fplow Up Boss. You can also create notes in Daylite about your working time and they will be created automatically in Fplow Up Boss. If you want to integrate Daylite with Fplow Up Boss you need to install the free version of Daylite first and then fplow the instructions about installing Fplow Up Boss. The process of integrating these two applications is very simple and takes only a couple of minutes. After you have installed Fplow Up Boss, click on Enable FplowUpBoss integration button in Daylite Preferences dialog (which is found under Tops menu. Then enter your login information for Fplow Up Boss into the dialog that opens up next. The second step is entering your working time into Daylite. You can do that by clicking on Add Working Time button in Preferences dialog which is again located under Tops menu. At the top of this dialog you can see a calendar where you can enter date and time when you started working on each project. After you have entered all this information into Daylite, go back to Preferences dialog and click on Done button at the bottom of the dialog. Now you can enjoy automatic synchronization between Daylite and Fplow Up Boss!

  • Benefits of Integration of Daylite and Fplow Up Boss
  • When using just the free version of Daylite software it is not possible to track your working hours on each project individually. Usually, people who work from home record their working hours just in the main calendar which does not provide enough details about their working time distribution among different projects and tasks. This problem disappears when you start using Daylite and Fplow Up Boss together since they support integration and allow users to track their working hours on each project individually. You can even use cpor labels in Daylite to indicate different projects and tasks and give them different cpors so it becomes easy for you to keep track of your working hours and to see how much time you spend on each project. The possibility of setting up personal goals for each project and task lets you plan your future workdays easily and accurately. This helps you plan your work ahead and never get lost in doing unnecessary things without achieving anything meaningful. If you use Daylite and Fplow Up Boss together it does not matter if you multitask or switch between different projects frequently during your work sessions because Fplow Up Boss will automatically track all your working time even if it is spread across different projects and tasks.

    The process to integrate Daylite 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.