Integrate Follow Up Boss with Agile CRM

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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.

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.

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

Explore quick connects

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Connect Follow Up Boss + Agile CRM in easier way

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

  • Triggers
  • 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.

  • 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.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • 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.

How Follow Up Boss & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Follow Up Boss and Agile CRM

  • Fplow Up Boss?
  • Fplow Up Boss is a top for creating and scheduling email reminders. The top is primarily used to remind customers of upcoming deadlines, but it can also be used to remind other people of upcoming deadlines and meetings. Fplow Up Boss uses the customizability of the calendar to allow users to create custom reminders based on specific dates, times, days of the week, and other factors. It also allows users to specify how many times they want to receive a reminder and how many seconds before the reminder expires.

  • Agile CRM?
  • Agile CRM is a customer relationship management platform that offers a centralized location for managing all aspects of customer relationships. The software’s goal is to help businesses make better decisions about their customers by providing relevant information in an accessible format. It does this by creating workflows that allow you to attach tasks to specific items on your customer’s schedule. For example, if the customer schedule shows that your customer has an appointment with his doctor on Wednesday at 2 PM, then you can link a task to that appointment. This task can be linked to any other actions you need to complete, such as sending out an invoice or calling the customer.

  • Integration of Fplow Up Boss and Agile CRM
  • Integrating Fplow Up Boss and Agile CRM provides users with all of the benefits of both tops without needing multiple platforms. By integrating the two software pieces, users can avoid having to log into two different pieces of software and switch between them. The integration also simplifies the process of adding new customers because it eliminates the need to input data into each individual system.

  • Benefits of Integration of Fplow Up Boss and Agile CRM
  • The benefits of integrating Fplow Up Boss and Agile CRM are numerous. The ability to integrate the two systems allows users to keep their data centralized. This means that they do not have to enter the same information into different programs. Instead, they simply add one person into Agile CRM, and all information about that person will be updated in Fplow Up Boss. This makes it easier for people who deal with lots of clients to make sure that they do not forget anything about a client.

    Furthermore, the integration makes it easier for users to track their clients’ progress through their sales funnel. For example, if a prospect is scheduled for a meeting in Agile CRM, then all fplow-up activities related to that prospect will automatically appear in Fplow Up Boss. This way, you can easily see what stage your prospects are at in your sales funnel and take action when necessary.

    The process to integrate Fplow Up Boss and Shift4Shop (formerly 3dcart) 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 March 14,2023 02:59 pm