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SharePoint + Follow Up Boss Integrations

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

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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
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Best SharePoint and Follow Up Boss Integrations

  • SharePoint 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...
    SharePoint 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
  • SharePoint Follow Up Boss

    Salesforce + Follow Up Boss

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

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

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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 Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How SharePoint & Follow Up Boss Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SharePoint 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 SharePoint and Follow Up Boss

SharePoint?

SharePoint is a web-based platform that serves as a cplaboration and document management system. It can be used by companies to store their important documents and information in one place. This information can later be accessed by employees from different departments regardless of their location or time zones.

  • Fplow Up Boss?
  • Fplow Up Boss is a browser extension for Google Chrome, Mozilla Firefox, Opera, and Internet Explorer. The extension allows users to remind themselves through email, text messages, tweets, and on-screen popups regarding the tasks they have assigned to themselves in SharePoint.

  • Integration of SharePoint and Fplow Up Boss
  • Integration of SharePoint and Fplow Up Boss allows users to see what tasks they have to complete in SharePoint when they are using Fplow Up Boss. Users can then proceed to complete their tasks in SharePoint simultaneously with reminders from Fplow Up Boss.

  • Benefits of Integration of SharePoint and Fplow Up Boss
  • Benefits of integration of SharePoint and Fplow Up Boss include:

    • Improved productivity. Integration of SharePoint and Fplow Up Boss is convenient for users since they do not have to go back and forth between their email inbox and their tasks in SharePoint. Instead, they can easily complete all tasks at once with reminders immediately popping up on their computers. This leads to improved productivity.
    • Improved communication. Integration of SharePoint and Fplow Up Boss is also helpful because it improves communication among employees within the company. For instance, if one employee needs to communicate with another employee about a task, the former can simply send an email to the latter through Fplow Up Boss instead of going through the trouble of calling him or her or sending him or her a text message. This makes communication easier and more efficient for employees within the company.
    • Improved time management. Integration of SharePoint and Fplow Up Boss is also beneficial because it helps users manage their time better. For example, if an employee wants to communicate with his or her manager about his or her progress on a certain task, he or she can send a reminder through Fplow Up Boss rather than going through the trouble of calling his or her manager just to ask about how the task is going. This way, both employees can access each other’s tasks and status updates directly through the Fplow Up Boss dashboard even if they are not in the same physical location as each other.

    The process to integrate SharePoint 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.