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Follow Up Boss + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Follow Up Boss and Salesmate.io

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 Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

Salesmate.io Integrations

Best Follow Up Boss and Salesmate.io 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 + Salesmate.io in easier way

It's easy to connect Follow Up Boss + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Follow Up Boss & Salesmate.io 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 Salesmate.io as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesmate.io 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 Salesmate.io

  • Fplow Up Boss
  • Fplow Up Boss is a sales CRM software that helps companies to track their leads, manage their contacts and create emails for promotion campaigns. In addition, you can also use the software to set up automated fplow-ups with your prospects. It allows you to have a team of salespeople who are fplowing every lead from the beginning. The sales CRM software is a great way to stay organized, manage your clients better and bring them back into your business.

    Salesmate.io

    Salesmate.io is a new online CRM top designed specifically for sales teams. It helps you to keep track of your leads and prospects, schedule meetings, create personalized email templates, send emails and see your team's activity in one place. In addition, Salesmate.io also offers you a chance to make more out of your data by giving you the opportunity to add custom fields to any of your objects. For example, if you sell B2B SaaS product you can add the information about the price plans or the number of seats for each prospect. You can even link your MRR or ARR metrics to your leads and prospects. Salesmate.io also lets you connect with other tops like Trello, Slack, Zapier, etc. All in all, it is an affordable top that helps you to better organize your team communication and maximize your conversion rates.

  • Integration of Fplow Up Boss and Salesmate.io
  • Fplow Up Boss and Salesmate.io are two different tops that can help you to boost your business productivity and efficiency. They both offer useful features for salespeople who need to improve their communication skills and work more effectively with their leads. If you want to integrate these tops together, it is very easy to do so through Zapier integration. For instance, if someone adds a new contact to fplow up in Fplow Up Boss, Zapier will automatically insert this contact into Salesmate.io as well. Additionally, if the contact reaches out the salesperson who created the lead in Fplow Up Boss, Salesmate.io will let him know about this event through an email template that he created previously in the top. Overall, this integration makes your life much easier because you no longer have to spend time on managing your leads manually in two separate tops. The integration saves your time by automating some activities for you.

  • Benefits of Integration of Fplow Up Boss and Salesmate.io
  • Integrating these two tops will definitely help your sales team work more efficiently because they will not have to spend time on doing the same tasks again and again. For example, if someone adds a new contact to fplow up in Fplow Up Boss, an email template will be created automatically in Salesmate.io. This way, you do not need to create an email template manually in Salesmate.io as well because the information about the prospect has already been added there by Zapier after the contact was added in Fplow Up Boss.

    In conclusion, I would recommend integrating Fplow Up Boss and Salesmate.io because it will save you time and effort when it comes to dealing with leads and prospects. The integration between these two tops will allow you to automate some common tasks that are done over and over again by salespeople every day, which makes their lives much easier.

    The process to integrate Fplow Up Boss and Salesmate.io 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.