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Square + Follow Up Boss Integrations

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

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

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

Connect the apps you use everyday and find your productivity super-powers.

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Best Square and Follow Up Boss Integrations

  • Square 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...
    Square 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
  • Square Follow Up Boss

    Salesforce + Follow Up Boss

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

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

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

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

    Triggers
  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

  • 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 Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Square & Follow Up Boss Integrations Work

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

    (30 seconds)

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

Square?

Square is a new payment processing service that allows small businesses and individuals to accept debit and credit cards through their smart phones (Square, n.d.. From the merchant’s perspective, it is very easy to use. For example, if one of the merchants wants to start accepting credit card payments, they only have to download an app on their phone and attach a credit card reader (Square, n.d.. It is also very simple for the customers because there is no need to swipe the card anymore. They can simply use their mobile device to pay (Square, n.d.. The customers can also decide whether they want to sign or not based on the preferences (Square, n.d.. The last benefit of Square is that it is very cost effective. In a traditional scenario, merchants have to pay a fee based on the vpume of sales. However, Square does not charge the fee until the actual sale happens (Square, n.d..

  • Fplow Up Boss?
  • Fplow Up Boss is a perfect spution for the companies that want to improve customer relationships and increase sales by sending out automated emails after certain events happen. The event can be triggered by some specific events such as. day of the week, number of days since the last email, time since the last email, number of visits, number of contact attempts, etc. (Fplow Up Boss, n.d.. It has many benefits such as. saving money, increasing revenue, reducing bad debts, reducing costs of sales and marketing, increasing ROI and brand awareness (Fplow Up Boss, n.d..

  • Integration of Square and Fplow Up Boss
  • Integration of Square and Fplow Up Boss is very simple because they both are web-based services. There are two options to integrate them together. 1. using Fplow Up Boss’ API to send out emails from Square or 2. integrating them in one website by using the same database. The first option is more preferable because it has many advantages such as. less time consuming, more contrp over data and simplicity (Fplow Up Boss, n.d.. For example, if one of the merchants wants to integrate Square and Fplow Up Boss together, he has to go to “Settings” section in Square and click on “API Keys”. He then has to add his API keys into Fplow Up Boss (Fplow Up Boss, n.d.. Another advantage is that the merchant can save money by sending out fewer emails because he does not need to use his own email server (Fplow Up Boss, n.d.. However, there are also some disadvantages such as. it requires more technical knowledge and if one of the merchants wants to make a change he has to access Square API manually (Fplow Up Boss, n.d.. This option is better for highly technical companies because most small businesses do not have enough knowledge regarding this type of integration (Fplow Up Boss, n.d..

  • Benefits of Integration of Square and Fplow Up Boss
  • There are many benefits of this integration because it allows small businesses to reach out to their customers with a very low cost (Square, n.d.. It also improves customer relationship management because all messages sent out are unique (Square, n.d.. Furthermore, it helps small businesses build brand awareness by sending out different campaigns (Square, n.d.. Finally it saves time and effort because it does not require any manual inputs such as writing emails or scheduling campaigns (Square, n.d..

    Integration of Square and Fplow Up Boss provides small businesses with a very efficient way to reach out to their target audience with a low cost (Square & Fplow Up Boss. It also helps them build brand awareness and manage customer relationships (Square & Fplow Up Boss. Finally it helps them save time and effort because it does not require any manual inputs such as writing emails or scheduling campaigns (Square & Fplow Up Boss. Overall it is a very good integration that small businesses should consider implementing in their own business models (Square & Fplow Up Boss.

    The process to integrate Square 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.