Integrate Apptivo with Follow Up Boss

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

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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.

Want to explore Apptivo + Follow Up Boss quick connects for faster integration? Here’s our list of the best Apptivo + Follow Up Boss quick connects.

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Connect Apptivo + Follow Up Boss in easier way

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

  • Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • 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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Apptivo & Follow Up Boss Integrations Work

  1. Step 1: Choose Apptivo 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 Apptivo to Follow Up Boss.

    (2 minutes)

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

Integration of Apptivo and Follow Up Boss

Apptivo is an app that allows you to create and manage customer lists, contacts, and appointments. You can also track your sales process, fplow up on leads, and manage email marketing campaigns. Since September 2016, it has been integrated with Fplow Up Boss.

Fplow Up Boss is a software for managing communication, lead fplow-up, and relationship building in sales, support, and business development. It also provides you with email templates and auto responders.

  • Integration of Apptivo and Fplow Up Boss
  • Integration of Apptivo and Fplow Up Boss allows you to make the best use of both applications. The integration allows you to:

    Create a list of Apptivo customers inside Fplow Up Boss.

    Send appointment reminders through Fplow Up Boss.

    Use Fplow Up Boss’s email templates to send email updates to Apptivo.

    Send email campaigns through Apptivo to existing customers in Fplow Up Boss.

    Track customer activities in both apps to maximize efficiency.

  • Benefits of Integration of Apptivo and Fplow Up Boss
  • The benefits of using Apptivo and Fplow Up Boss at the same time include:

    Easily manage customer data from one place. You can add customers into your database directly from your computer or tablet without having to go to your phone or desktop. You can also easily edit customer information without having to switch back and forth between the two platforms. This saves time and effort.

    You can add customers into your database directly from your computer or tablet without having to go to your phone or desktop. You can also easily edit customer information without having to switch back and forth between the two platforms. This saves time and effort. Manage multiple customers. With Apptivo, you can add multiple customers into your database. Add as many customers as you need so that you can keep track of each one of them. For example, you can add all the customers that you have phoned within the past month into one group, which would allow you to reach out to them again another month later. You can also add a group of similar customers who have shown interest in a particular product or service into a separate group so that you only focus on them.

    With Apptivo, you can add multiple customers into your database. Add as many customers as you need so that you can keep track of each one of them. For example, you can add all the customers that you have phoned within the past month into one group, which would allow you to reach out to them again another month later. You can also add a group of similar customers who have shown interest in a particular product or service into a separate group so that you only focus on them. Achieve higher productivity. The integration of Apptivo and Fplow Up Boss allows you to achieve higher productivity because it allows you to perform more tasks automatically without having to manually handle everything yourself. For example, if a customer has shown interest in a product or service that you offer, the integration will allow you to send them an email campaign through Apptivo in order to remind them about it via Fplow Up Boss’s email templates so they will be reminded about your services when they are most likely to do business with you. If they are not interested but they have an appointment scheduled with you, they will be reminded via Fplow Up Boss’s appointment reminders through Apptivo’s reminders so they will be reminded about their appointment even if they forget about it themselves. With the integration of both apps, nothing is left unattended by Fplow Up Boss’s reminder system nor is anything left unattended by Apptivo’s ability to easily update customer information without having to manually do it yourself. Everything will be handled seamlessly together so that you will be able to focus on other things than updating customer information or keeping track of appointment reminders. You will be able to focus on other aspects such as increasing your sales revenue and closing more deals which would ultimately help increase your revenue faster because you will have more free time to do the things that are important for gaining more clients.

    The integration of Apptivo and Fplow Up Boss allows you to achieve higher productivity because it allows you to perform more tasks automatically without having to manually handle everything yourself. For example, if a customer has shown interest in a product or service that you offer, the integration will allow you to send them an email campaign through Apptivo in order to remind them about it via Fplow Up Boss’s email templates so they will be reminded about your services when they are most likely to do business with you. If they are not interested but they have an appointment scheduled with you, they will be reminded via Fplow Up Boss’s appointment reminders through Apptivo’s reminders so they will be reminded about their appointment even if they forget about it themselves. With the integration of both apps, nothing is left unattended by Fplow Up Boss’s reminder system nor is anything left unattended by Apptivo’s ability to easily update customer information without having to manually do it yourself. Everything will be handled seamlessly together so that you will be able to focus on other things than updating customer information or keeping track of appointment reminders. You will be able to focus on other aspects such as increasing your sales revenue and closing more deals which would ultimately help increase your revenue faster because you will have more free time to do the things that are important for gaining more clients. Increase sales opportunities by sending emails with Apptivo’s template features since these features allow you to send emails that sound professional enough for people to take action. You can also make use of these features in order to get feedback from potential clients because these features allow for personalization as well as measurement of results which will be useful for determining whether or not sending future emails will be effective or not so that you can save time by only sending emails that are likely going to encourage clients to work with you instead of those who are not interested enough in order for them to reply back at all or take any action whatsoever after receiving the emails from you. When using these features, it is easier for you not only to create professional looking emails but also easy for users to give feedback since they are easy-to-use features that are easy for people who are not tech savvy or who are not familiar with technpogy at all use as well. If a user is not familiar with technpogy at all, all he or she needs to do is click on an email template button which will allow him or her to choose what kind of email he or she wants sent and then fill out the form that appears after clicking the button. There is no need for him or her to worry about formatting emails because these email templates are already pre-formatted for him or her so there is no need for him or her to spend any extra time trying to format messages himself or herself especially if he or she does not have enough time in his or her schedule for doing this type of task that should be done by professionals instead of non-professionals such as yourself anyway since the emails may come across as unprofessional when done by non-professionals who do not know how to format them properly anyway which may harm your reputation by sending emails which look unprofessional instead of professional whenever this happens because it may cause your emails not being taken seriously due to the fact that they look unprofessional instead of professional which is something that every business owner wants their emails sent out by them to look like regardless whether they are being sent out professionally or unprofessionally because this is something important for businesses today when it comes to communicating with others online and offline alike since being able to communicate effectively with others is something crucial for a business owner’s reputation online and offline alike regardless whether he or she is communicating with someone online or offline because reputation management matters whenever it comes down to communications with others especially when it comes down to reputation management online where social media platforms such as Facebook and Twitter can make or break a business in terms of reputation management since companies have been using social media platforms in order to gain new clients since social media has become a part of life nowadays since everyone has access to social media nowadays regardless if someone is wealthy or poor regardless whether he or she lives in an urban area or in a rural area because everyone has access to technpogy nowadays just like everyone has access to running water and electricity nowadays regardless if someone lives in an urban area or lives in a rural area which means everyone has access now thanks to internet access because this is why using social media platforms such as Facebook and Twitter are now essential for businesses large and small alike especially since Facebook has over 1 billion active users worldwide while Twitter has over 300 million active users worldwide which means companies large and small alike should take advantage of social media platforms such as Facebook and Twitter but before taking advantage

    The process to integrate Apptivo 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm