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.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
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...
Follow Up Boss + Google SheetsAdd New Rows on Google Sheets for Every New Contact on Follow Up Boss 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 + Salesforce 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 the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create follow Up leads
Create Task in Follow Up Boss.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Fplow Up Boss?
Fplow Up Boss is a CRM system. It is a cloud-based software for managing communications with your customers. As a customer, you can use any device to access the Fplow Up Boss system.
Salesforce is a cloud-based customer relationship management software. It helps you create an organized system of communication with your clients. It offers real-time updates and alerts on each client’s activity. Through Salesforce, you can send reminders and notifications to your customers regarding upcoming appointments and orders. You can also track the history of each client’s previous interactions and activities.
Integration of Fplow Up Boss and Salesforce
Fplow Up Boss and Salesforce have integrated together to enhance the sales process. With this integration, you can manage all your customer information within one platform. Salesforce offers a customer relationship management software which allows you to track the activity of each customer on a single dashboard. By integrating the two platforms together, you can now easily share data between them by simply using the Fplow Up Boss link. The integration allows you to easily share data between the two platforms by manually entering data into a fplow up email template in Fplow Up Boss and then sending it using Salesforce. In case you do not have a lot of time to write out templates every week or if you want to save some time, then you can use the auto-responder feature in Fplow Up Boss. This feature allows you to create rules that automatically create the templates for you based on specific criteria. All you need to do is click a button and the emails are sent out by Fplow Up Boss with no effort from you. Moreover, with this integration, you can also create lead scorecards which are important for B2B sales teams to keep track of their leads. Lead scorecards allow you to categorize and rank your leads based on recent interactions, business value, and activity levels. With Salesforce, you can easily export the scorecards as a CSV file and then import it into Fplow Up Boss. You can also export information directly from Salesforce and then import it into Fplow Up Boss.
Benefits of Integration of Fplow Up Boss and Salesforce
The process to integrate Fplow Up Boss and Revput 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.