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Plaid + Follow Up Boss Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

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

Looking for the Follow Up Boss Alternatives? Here is the list of top Follow Up Boss Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • Freshdesk Freshdesk

Best ways to Integrate Plaid + Follow Up Boss

  • Plaid Google Sheets

    Follow Up Boss + Google Sheets

    Add New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...
    Close
    When this happens...
    Plaid 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
  • Plaid Gmail

    Follow Up Boss + Gmail

    Create Draft to Gmail from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Plaid New Contact
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    Follow Up Boss + Gmail

    Send Email in Gmail when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Plaid New Contact
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    Follow Up Boss + Gmail

    Create Label to Gmail from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Plaid New Contact
     
    Then do this...
    Gmail Create Label
  • Plaid Google Sheets

    Follow Up Boss + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Plaid New Contact
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + Follow Up Boss in easier way

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

    Triggers
  • New Item

    Triggers when a new item 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 payment recipient

    Create a new payment recipient

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Plaid & Follow Up Boss Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Follow Up Boss as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to Follow Up Boss.

    (2 minutes)

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