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.
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
Follow Up Boss + Google SheetsAdd New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...
Salesforce + Follow Up BossBring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
Salesforce + Follow Up BossCopy Every New Salesforce Task to Follow Up Boss as a New Task Read More...
Gmail + Follow Up BossCreate new contacts in Follow Up Boss from new emails matching a specified term on Gmail [REQUIRED : Business Gmail Account] Read More...
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.
Google Contacts + Follow Up BossCreate or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...
It's easy to connect Follow Up Boss + Basecamp 3 without coding knowledge. Start creating your own business flow.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Triggers when a new comment is created in a basecamp.
Triggers when a new document is created in a folder.
Triggers when a new document is uploaded in a folder.
Triggers when a new message is created in a basecamp.
Triggers when a new person is available in the account
Triggers when a new project is created.
Triggers when a new schedule entry is created in a basecamp.
Triggers when a new to-do list is created in a basecamp
Create follow Up leads
Create Task in Follow Up Boss.
Adds or creates a new person to an existing project.
Creates a Campfire message.
Creates a new comment in a message.
Creates a new document in a folder.
Creates a new message in a message board.
Creates a new project.
Creates a new project using a template.
Creates a new schedule entry in a schedule.
Creates a new to-do in a to-do list.
Creates a new to-do list in a to-do set.
To revoking access from existing people
Uploads a new file in a folder.
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 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.
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.
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.