Integrate ClickMeeting with Follow Up Boss

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

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About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

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 ClickMeeting and Follow Up Boss Integrations

  • ClickMeeting Integration Follow Up Boss Integration

    ClickMeeting + Follow Up Boss

    Create Lead to Follow Up Boss from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • ClickMeeting Integration Follow Up Boss Integration

    ClickMeeting + Follow Up Boss

    Create Task to Follow Up Boss from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Follow Up Boss Integration Create Task
  • ClickMeeting Integration Follow Up Boss Integration

    ClickMeeting + Follow Up Boss

    Create Lead to Follow Up Boss from New Registrant in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Registrant
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • ClickMeeting Integration Follow Up Boss Integration

    ClickMeeting + Follow Up Boss

    Create Task to Follow Up Boss from New Registrant in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Registrant
     
    Then do this...
    Follow Up Boss Integration Create Task
  • ClickMeeting Integration Follow Up Boss Integration

    ClickMeeting + Follow Up Boss

    Create Lead to Follow Up Boss from New Upcoming Event with Registration in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event with Registration
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • ClickMeeting Integration {{item.actionAppName}} Integration

    ClickMeeting + {{item.actionAppName}}

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

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

    Triggers
  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

  • 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 New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ClickMeeting & Follow Up Boss Integrations Work

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

    (2 minutes)

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

Integration of ClickMeeting and Follow Up Boss

How do we get people to return calls that are left on voicemail? In the past, if someone called our business, depending on how the phone system worked we could either receive a missed call or a voicemail. A missed call would show up on the caller ID as a number with an "m" beside it. This meant that someone who was supposed to call us didn't and they didn't leave a message. If someone did call and actually left a message, the caller ID would show a telephone number with an "m" plus another number at the end. When you received a voicemail, the "m" was still there so you knew that someone had called but they just didn't leave any information as to why they called you.In the past, we tried leaving messages on voicemails to tell people why we were calling but many of them never listened to those messages. With ClickMeeting, we can leave voice messages along with an accompanying text message and send an e-mail that contains a link to the recording. This way, when someone calls our business they can easily access every message that is left for them.For those who may not have a computer at their disposal, ClickMeeting makes it easy for them to return calls. They can log in to our site from any computer with Internet access and listen to all of the messages that have been left for them. What's even better is they don't have to listen to every message because they can listen to the newest ones first and then go back and listen to the other ones if they want.There are two main benefits of integrating ClickMeeting and Fplow Up Boss. One benefit is that no matter what device someone uses to call in, they will be able to access all of our messages. Another benefit is that we save money by not having to use a service like PBX. It also helps our customers retain important contacts because we make it easy for them to listen to our messages.With data security being such an issue today, having all of our information in one place is much safer than having multiple servers around the world that may not be secure or even in our own country where hackers could be trying to breach them.Another benefit is that our customers no longer have to purchase separate software for each caller ID service that they use because this program does it all.

  • Integration of ClickMeeting and Fplow Up Boss
  • Fplow Up Boss and ClickMeeting are integrated so that while using Fplow Up Boss as a caller ID service, all calls are recorded in real time. When you use Fplow Up Boss as your caller ID service, you will need to use Fplow Up Boss as your voicemail system and clickMeeting as your voicemail box. That way, when a caller leaves you a message, it will be sent to both Fplow Up Boss and clickMeeting so that you have everything in one place instead of having multiple voicemails from different services. The beauty of it is that if someone calls us using a different service like OnTime Phone, we still have all of their messages in one place even though the caller ID doesn't give us any information about the caller.When a call comes into your business using Fplow Up Boss as your caller ID service, it will ring on all of your phones including your cell phone and if you miss it, the call will be forwarded to Fplow Up Boss where you can listen to all of your messages from various sources including clickMeeting. You can even set up Fplow Up Boss so that if you get a call from a client or customer who has left a message on clickMeeting, you can actually forward them the message through your phone for them to listen to it right away instead of having them wait until they're in front of their computer or logging onto clickMeeting.

  • Benefits of Integration of ClickMeeting and Fplow Up Boss
  • Having everything in one place is a big benefit because you have access to everything no matter what device you use or what service you use to make your phone call. You can listen to your messages from wherever you are whether it's from your computer at work or from your cell phone while on vacation. You never have to worry about missing a call or not being able to access pd messages because everything is saved in one place on their server which is accessible 24/7. This means that you don't have to worry about losing any important contacts because you can always easily retrieve them.

    Integrating ClickMeeting and Fplow Up Boss allows us to keep track of every call that comes into our business, regardless of what service they used to make the call or what device they used to make it. We can listen to those messages no matter where we are or what device we're using without having to worry about losing contacts or worrying about getting sued because we vipated someone's privacy by listening to their voicemails without their permission.

    The process to integrate ClickMeeting 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.