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.
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.Xero 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 + Xero 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.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Create follow Up leads
Create Task in Follow Up Boss.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
In this article I will discuss Fplow Up Boss and Xero. I will highlight the uses of Fplow Up Boss, including the integration of Fplow Up Boss and Xero, and the benefits of the integration of Fplow Up Boss and Xero.
Fplow Up Boss is a software that helps businesses track their tasks and schedule fplow up emails with customers after they have left their contact information. The software offers “a free 30 day trial period for new users” (Fplow Up Boss. After using the software for 30 days, you can continue to use it at a cost of $9.99 per month or you can upgrade to Premium for $60.00/month. Fplow Up Boss also offers a Pro Pack which allows you to integrate your Google Calendar, GitHub, Evernote, and Twitter accounts into your Fplow Up Boss platform. This pro pack is $19.99/month. Fplow Up Boss also integrates with Xero, an accounting software that allows small businesses to “manage all aspects of their business with ease” (Xero.
Xero provides “the tops for a business to manage its finances online” (Xero. The software also connects to your bank account so you can pay your employees through the software. When you pay your employees through Xero, the money is automatically transferred to their bank accounts, so they don’t need to wait for checks to arrive in the mail. The software also has “a feature called Bank Feeds which automatically imports transactions from your bank accounts, credit cards, loans and other financial institutions” (Xero. so that you can keep track of your finances easily. The software is free if you only want to use it for personal finance, but if you want to use it for your business there is a fee of $21 per month. One major benefit of using Xero is that it connects with Fplow Up Boss. This makes it easy for you to make sure that your tasks are being done on time and all fplow up emails are being sent out to clients in a timely manner. If you need help with integrating Xero with Fplow Up Boss, it is recommended that you contact either Fplow Up Boss directly or Xero directly because they will be able to provide you with step by step instructions on how to integrate the two programs together.
Overall, Fplow Up Boss and Xero make a good team when it comes to helping small businesses stay organized and efficient.
“About.” FplowUpBoss.com . Web. 1 Apr. 2013. <http://www.fplowupboss.com/about>.
“Why Xero?” Xero . Web. 1 Apr. 2013. <http://xero.com/why-xero>.
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