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.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM 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 + Wealthbox CRM 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.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Create follow Up leads
Create Task in Follow Up Boss.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Fplow Up Boss is a sales fplow up software that helps you with your sales process. It not only helps you to fplow up with your leads but also tracks all of your sales activities. You can use it to track all of your sales activities and it also provides you with the statistics about the sales.
Wealthbox CRM is one of the most advanced Customer Relationship Management software available in the market. It has features like email marketing, sales tracking, task management and many more that help you to grow your business.
Fplow Up Boss can be integrated with Wealthbox CRM very easily. Once the integration is done, you will be able to get all of the leads synchronised between the two systems. You will get the leads from Fplow Up Boss in your Wealthbox CRM account. You can also get your leads exported directly from Fplow Up Boss to Wealthbox CRM.
Integration of Fplow Up Boss and Wealthbox CRM makes it very easy for you to deal with your leads. You can get all of your leads into one place, i.e., Wealthbox CRM by integrating the two softwares together. This gives you an opportunity to manage all of your leads in one place. It also makes it easier for you to manage your leads when you are using both the software together.
Fplow Up Boss is used by many businesses worldwide because it is very useful for managing their sales activities. You can get all of your contacts in one place when you use Fplow Up Boss because it can be integrated with many other softwares. When you integrate Fplow Up Boss with Wealthbox CRM, you automatically get all of your leads in one place which makes it easier for you to manage them in an organised manner.
The process to integrate Fplow Up Boss and Wealthbox CRM 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.