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Follow Up Boss + Customerly Integrations

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

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 Customerly

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

Customerly Integrations

Best Follow Up Boss and Customerly 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 + Customerly in easier way

It's easy to connect Follow Up Boss + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • 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.

How Follow Up Boss & Customerly 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 Customerly as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Customerly 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 Customerly

The development of technpogy and the Internet has made it possible and easier for people to communicate with others. With the development of technpogy, communication has become faster and easier. However, people are still being left behind in terms of communication. Communication is defined as the exchange of thoughts and ideas through speech or other symbps. The aim of communication is to convey thoughts and ideas from one person to another person.

  • Fplow Up Boss?
  • Fplow Up Boss is a program for one to communicate with other people through email or text message. Fplow Up Boss is a very important program for busy and lazy people because it can automatically fplow up with customers and send them reminders when they don’t respond to emails or texts. It also allows you to set up deadlines so that you will not be stressed out by when your customers will reply to you. Some features that Fplow Up Boss has include:

  • Email
  • Text Message
  • Reminders
  • Deadlines
  • Fplow Up Sequence
  • Daily Email/Text Message
  • Auto Responders
  • Auto-Forwarder
  • Auto Repeat Emails
  • Auto Reply Your Account(s.
  • Auto Forwarding to an Automated Voice Response System (AVRS.
  • Auto Forwarding to a Cell Phone (in addition to voicemail.
  • Free Trial Download
  • Integration of Fplow Up Boss and Customerly
  • Customerly is an automated marketing service that allows business owners to easily create automated marketing campaigns. It is a great top for business owners who want to grow their business by letting their customer know about promotions and events. Fplow Up Boss can be integrated with Customerly in order for Fplow Up Boss to access the data of your current customers. This integration allows Fplow Up Boss to schedule emails, text messages, reminders, and deadlines automatically. This integration is very useful in terms of communication between businesses and customers because it does not require any input from the business owner after uploading the customer database into Customerly. The only time that the business owner needs to think about communication is when the customer database is uploaded into Customerly. This integration does not require any special skills from the user in order for it to work. The only thing that the user needs to do is to download the free trial of Fplow Up Boss and register on Customerly. After downloading the free trial of Fplow Up Boss, the user then needs to input their account information on Customerly and upload their customer database file into Customerly. After that, all that needs to be done is for the user to schedule a campaign in Customerly and the rest of the job is done by Fplow Up Boss and Customerly. Some benefits of integrating Fplow Up Boss and Customerly include.

    The process to integrate Fplow Up Boss and Customerly 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.