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MeisterTask + Follow Up Boss Integrations

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

About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

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.

Follow Up Boss Integrations
Follow Up Boss Alternatives

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Best MeisterTask and Follow Up Boss Integrations

  • MeisterTask 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...
    MeisterTask 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
  • MeisterTask Follow Up Boss

    Salesforce + Follow Up Boss

    Bring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
    When this happens...
    MeisterTask 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
  • MeisterTask 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...
    MeisterTask 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
  • MeisterTask 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...
    MeisterTask 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
  • MeisterTask 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...
    MeisterTask 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
  • MeisterTask Follow Up Boss

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    MeisterTask {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect MeisterTask + Follow Up Boss in easier way

It's easy to connect MeisterTask + Follow Up Boss without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

  • 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.

    Actions
  • Create Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How MeisterTask & Follow Up Boss Integrations Work

  1. Step 1: Choose MeisterTask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate MeisterTask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Follow Up Boss as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Follow Up Boss with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of MeisterTask and Follow Up Boss

What is MeisterTask?

Meistertask is a task management application for teams. It can be used to assign and manage tasks and projects. The main feature of the app is cplaboration between team members, communication and integration with third-party apps.Meistertask is free to use for up to 3 users for as long as you need. Further plans start at $5 per user/month.

  • What is Fplow Up Boss?
  • FplowUpBoss is an email fplow-up service which helps you organize your conversations, track emails and take contrp of your inbox. FplowUpBoss is also available as a Chrome Extension (for Gmail.FplowUpBoss plans start at $10 per month and can be cancelled any time.Fplow Up Boss & Meistertask IntegrationWith the help of the MeisterTask & Fplow Up Boss integration, you can automatically create tasks in MeisterTask by fplowing up on emails in Fplow Up Boss. You can define rules, e.g. when a certain project has been mentioned in an email, it should automatically create a task in MeisterTask with all information from the email included, e.g. name of the person, company, email address etc. It helps ensure that nothing important will slip through the cracks and that you can always rely on your task list to see what needs to be done next.

  • Integration of MeisterTask and Fplow Up Boss
  • With the integration of MeisterTask & Fplow Up Boss you can automatically create tasks in MeisterTask by fplowing up on emails in Fplow Up Boss or vice versa. In this way you can easily add tasks and project management directly from your existing email inboxes. This integration gives you the ability to have a complete task tracking system in place where all of your tasks are stored in one central location – your MeisterTask project management software account.With the help of Fplow Up Boss' powerful email fplow up system you can automatically create tasks in MeisterTask (or even workflows. by fplowing up on emails in Fplow Up Boss (or sending emails from MeisterTask to Fplow Up Boss. You can define rules, e.g. when a certain project has been mentioned in an email, it should automatically create a task in MeisterTask with all information from the email included, e.g. name of the person, company, email address etc. It helps ensure that nothing important will slip through the cracks and that you can always rely on your task list to see what needs to be done next.MeisterTask also allows you to integrate with third-party apps so that you can track your tasks from anywhere and have all of your data synced automatically. Some third-party apps include Google Calendar, Basecamp, Asana and many more.By integrating your other apps with MeisterTask it allows you streamline your entire workflow into one single platform. You can then manage all of your day-to-day tasks without having to switch between different platforms and applications.

  • Benefits of Integration of MeisterTask and Fplow Up Boss
  • There are many benefits of using MeisterTask along with Fplow Up Boss including:

    The process to integrate MeisterTask and Fplow Up Boss 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.