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Follow Up Boss + Basecamp 3 Integrations

Appy Pie Connect allows you to automate multiple workflows between Follow Up Boss and Basecamp 3

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.

About Basecamp 3

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

Basecamp 3 Integrations

Best Follow Up Boss and Basecamp 3 Integrations

  • Follow Up Boss 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...
    Follow Up Boss 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
  • Follow Up Boss Follow Up Boss

    Salesforce + Follow Up Boss

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

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

    {{item.message}} Read More...
    When this happens...
    Follow Up Boss {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Follow Up Boss + Basecamp 3 in easier way

It's easy to connect Follow Up Boss + Basecamp 3 without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • New Comment

    Triggers when a new comment is created in a basecamp.

  • New Document Created

    Triggers when a new document is created in a folder.

  • New Document Uploaded

    Triggers when a new document is uploaded in a folder.

  • New Message

    Triggers when a new message is created in a basecamp.

  • New Person

    Triggers when a new person is available in the account

  • New Project

    Triggers when a new project is created.

  • New Schedule Entry

    Triggers when a new schedule entry is created in a basecamp.

  • New To do List

    Triggers when a new to-do list is created in a basecamp

    Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Add Person to a Project

    Adds or creates a new person to an existing project.

  • Create Campfire Message

    Creates a Campfire message.

  • Create Comment on Message

    Creates a new comment in a message.

  • Create Document

    Creates a new document in a folder.

  • Create Message

    Creates a new message in a message board.

  • Create Project

    Creates a new project.

  • Create Project from Template

    Creates a new project using a template.

  • Create Schedule Entry

    Creates a new schedule entry in a schedule.

  • Create To do

    Creates a new to-do in a to-do list.

  • Create To do List

    Creates a new to-do list in a to-do set.

  • Remove Person from a Project

    To revoking access from existing people

  • Upload File

    Uploads a new file in a folder.

How Follow Up Boss & Basecamp 3 Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Follow Up Boss with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Basecamp 3 as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Basecamp 3 with Appy Pie Connect.

    (2 minutes)

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

Integration of Follow Up Boss and Basecamp 3

  • Fplow Up Boss?
  • Fplow Up Boss is a top that helps you manage your task list more effectively, and it integrates with Basecamp 3. You can use it to create a backlog of tasks for your team so that you can better organize them into projects. As the leader of a team you can then assign tasks to your team members. They will then update their progress on the task via Basecamp 3. When you see new tasks in Basecamp 3, you can simply add them to Fplow Up Boss so that your team can fplow up on them.

  • Basecamp 3?
  • Basecamp 3 is a project management top that allows you to communicate easily with your team via email using “@ mentions” and to cplaborate in real-time using the chat feature. It also allows you to create custom projects for your clients and display these projects in the public profile section of the website. You can then use Basecamp 3 to organize your project by adding tasks and milestones to each project. You can also use it to keep track of your team’s workload by monitoring who is working on what task at any given time.

  • Integration of Fplow Up Boss and Basecamp 3
  • Fplow Up Boss has a very simple user interface which makes it easy to integrate with Basecamp 3. Once you have installed both applications, all you need to do is click on Fplow Up Boss, select the tasks from your basecamp project that you want to add to Fplow Up Boss, and then click “Add To Queue.” The task will now appear in the queue of tasks on Fplow Up Boss for you to fplow up on. When you are ready, simply click “Fplow Up Now” or “Fplow Up Later” depending on how much time you have available to work on the task. The tasks will then appear in Time Tracking so that you can see when they were worked on and how much time was spent on them.

  • Benefits of Integration of Fplow Up Boss and Basecamp 3
  • Integrating Fplow Up Boss and Basecamp 3 is very straightforward because of their simplicity in design. This means that your business will not suffer because of unnecessary complications. Instead your business will be able to operate more efficiently than before. You will be able to use Basecamp 3 to manage the communication side of your business while using Fplow Up Boss to manage your client’s project. It will allow you to focus on both of these aspects of your business simultaneously. You will therefore not get bogged down by any one aspect of your business and be able to accomplish more with less effort.

    The process to integrate Fplow Up Boss and Autotask 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.