Deskpro + Follow Up Boss Integrations
Appy Pie Connect allows you to automate multiple workflows between Deskpro and Follow Up Boss
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.
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 IntegrationsLooking for the Follow Up Boss Alternatives? Here is the list of top Follow Up Boss Alternatives
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Best ways to Integrate Deskpro + Follow Up Boss
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Deskpro + Follow Up Boss
Create Lead to Follow Up Boss from New Ticket in Deskpro Read More...When this happens...
New Ticket
Then do this...
Create Lead
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Deskpro + Follow Up Boss
Create Task to Follow Up Boss from New Ticket in Deskpro Read More...When this happens...
New Ticket
Then do this...
Create Task
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Deskpro + Follow Up Boss
Create Lead to Follow Up Boss from New Person in Deskpro Read More...When this happens...
New Person
Then do this...
Create Lead
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Deskpro + Follow Up Boss
Create Task to Follow Up Boss from New Person in Deskpro Read More...When this happens...
New Person
Then do this...
Create Task
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Deskpro + Follow Up Boss
Create Lead to Follow Up Boss from New Ticket Reply in Deskpro Read More...When this happens...
New Ticket Reply
Then do this...
Create Lead
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Deskpro + Follow Up Boss without coding knowledge. Start creating your own business flow.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is created.
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New Ticket
Triggers when a new ticket is created.
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New Ticket Reply
Triggers when a ticket is answered.
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New Appointment
Triggers every time a new appointment is created in Follow Up Boss.
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New Contact
Triggers every time a new contact is created in Follow Up Boss.
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Add Message to Ticket
Add a new note to an existing ticket.
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Create Organization
Create a new organization.
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Create Person
Creates a new person.
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Create Ticket
Creates a new ticket.
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Update Ticket
Update an existing ticket.
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Create Lead
Create follow Up leads
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Create Task
Create Task in Follow Up Boss.
How Deskpro & Follow Up Boss Integrations Work
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Step 1: Choose Deskpro as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Follow Up Boss as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Deskpro to Follow Up Boss.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Deskpro and Follow Up Boss
There are many software available on the market for people to manage their business. However, there are not many software that are designed to work together and help users to manage their business in an easier way. Deskpro is a project management top that helps to manage a project in multiple ways. Fplow Up Boss is a top for communicating with clients and partners. A lot of users buy these tops separately and use them individually. They have to spend time to make these two tops work together in order to have better performance results. Deskpro and fplow up Boss integrate with each other by using the fplow up Boss Widget for Deskpro. The integration process of Deskpro and Fplow Up Boss helps both software to work together and help users to save time and money in managing their business.
Deskpro is a project management top that allows users to manage their projects with ease. It can be used as an electronic project notebook or main project management top. The software allows users to track all their projects in one place and manage their projects easily. It offers five different categories of information to help users manage projects without any trouble.
Deskpro offers five different categories of information for tracking and managing the project. These categories include “Overview”, “Projects”, “Tasks”, “Resources” and “Documents”. Users can create as many projects as they want to track all their activities in one place. The project can be created by fplowing these simple steps:
- Log in to Deskpro and click “New Project”;
- Give the name for the project;
- Select the category;
- Click “Add”;
- Write description;
- Add tasks to the project; and
- Assign resources to tasks or add documents to the project.
The deskpro also allows users to create tasks in one place and assign resources or documents to it if needed. In order to create tasks, users have to fplow the fplowing steps:
- Log in to DeskPro;
- Go to the project view;
- Select task from “Task List” tab; and
- Write description for task.
Users can add resources and documents to tasks if needed. In order to add resources, users have to fplow the fplowing steps:
- Go to workspace;
- Open “Resources” tab; and
- Select resource from the list and click “Add” button. In order to add documents, users have to fplow the fplowing steps:
- Go to workspace;
- Open “Documents” tab; and
The process to integrate Deskpro and Filter By Connect 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.
