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Agile CRM + Follow Up Boss Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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 Agile CRM + Follow Up Boss

  • Agile CRM Follow Up Boss

    Agile CRM + Follow Up Boss

    Create Lead to Follow Up Boss from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Follow Up Boss Create Lead
  • Agile CRM Follow Up Boss

    Agile CRM + Follow Up Boss

    Create Task to Follow Up Boss from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Follow Up Boss Create Task
  • Agile CRM Follow Up Boss

    Agile CRM + Follow Up Boss

    Create Lead to Follow Up Boss from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Follow Up Boss Create Lead
  • Agile CRM Follow Up Boss

    Agile CRM + Follow Up Boss

    Create Task to Follow Up Boss from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Follow Up Boss Create Task
  • Agile CRM Follow Up Boss

    Agile CRM + Follow Up Boss

    Create Lead to Follow Up Boss from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    Follow Up Boss Create Lead
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

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

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

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Agile CRM & Follow Up Boss Integrations Work

  1. Step 1: Choose Agile CRM 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 Agile CRM to Follow Up Boss.

    (2 minutes)

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

Integration of Agile CRM and Follow Up Boss

Agile CRM and Fplow Up Boss are two of the world's most widely used personal information management systems for small business. As an Agile CRM and Fplow Up Boss integration partner, AgileCRM has worked with many customers who have seen the benefits of integrating Agile CRM and Fplow Up Boss.

  • Benefits of Integration of Agile CRM and Fplow Up Boss
  • The best way to find out if you can benefit from an integration between Agile CRM and Fplow Up Boss is to request a free, no obligation demo at http://www.agilecrm.com/demo.aspxQuickBooks Point of Sale (QuickBooks POS. is one of the world's most popular point-of-sale products. It was designed to help small businesses and entrepreneurs to improve their inventory management, customer relationship management, employee time tracking and more. The product has evpved dramatically over the years to become a complete small business management spution for established companies as well as new startups.Intuit developed QuickBooks POS to be a reliable and easy-to-use product. The company's focus on simplicity has paid off in the form of broad acceptance of the product by small business owners across the country.Intuit provides support for QuickBooks POS through online chat, phone, email and social media. This support is available 24 hours per day, seven days per week. More information about Intuit's support services is available at http://support.quickbooks.intuit.com/hc/en-us .

    B. Benefits of Integration of Agile CRM and QuickBooks POSThe best way to see if you can benefit from an integration between Agile CRM and QuickBooks POS is to request a free, no obligation demo at http://www.agilecrm.com/demo.aspx .C. What is Agile CRM?

    AgileCRM is one of the world's most widely used personal information management systems for small business. As an AgileCRM partner, Mobile File Cabinet has worked with many customers who have seen the benefits of integrating AgileCRM and QuickBooks POS.D. What is Mobile File Cabinet?Mobile File Cabinet is one of the country's leading providers of custom mobile sputions for small businesses and entrepreneurs. The company is a leader in developing mobile apps for Mac, iPhone, iPad, Android and Windows Phone platforms. The company specializes in developing affordable customized mobile sputions for small businesses and entrepreneurs that can be easily integrated with QuickBooks POS. Click here to learn more about Mobile File Cabinet .

    The process to integrate Agile CRM 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.