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Follow Up Boss + ClickMeeting Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 ClickMeeting

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

ClickMeeting Integrations
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Best ways to Integrate Follow Up Boss + ClickMeeting

  • Follow Up Boss ClickMeeting

    Follow Up Boss + ClickMeeting

    Add New Registrant in ClickMeeting when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    ClickMeeting Add New Registrant
  • Follow Up Boss ClickMeeting

    Follow Up Boss + ClickMeeting

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

    Follow Up Boss + ClickMeeting

    Add New Registrant in ClickMeeting when New Appointment is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Appointment
     
    Then do this...
    ClickMeeting Add New Registrant
  • Follow Up Boss ClickMeeting

    Follow Up Boss + ClickMeeting

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

    ClickMeeting + Follow Up Boss

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

    Follow Up Boss + {{item.actionAppName}}

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

It's easy to connect Follow Up Boss + ClickMeeting 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.

  • 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.

    Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

How Follow Up Boss & ClickMeeting 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 ClickMeeting 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 ClickMeeting.

    (2 minutes)

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

Integration of Follow Up Boss and ClickMeeting

  • Fplow Up Boss?
  • Fplow Up Boss is a combination of a web based top and email software that enables users to send automated emails and fplow up until they hear from the recipients. It is a top that helps sales people, recruiters, and other professionals to reach out to their prospects at the exact moment that it’s needed most.

  • ClickMeeting?
  • Click meeting is a powerful online conferencing application that allows users to create, edit, share PowerPoint presentations and screens using all the tops available in MS PowerPoint and upload them to an online server for sharing with a remote audience. The service offers audio, video, chat, instant messaging, whiteboards, and file sharing capabilities for real-time cplaboration.

  • Integration of Fplow Up Boss and ClickMeeting
  • The integration of these two applications will help business organizations to increase their sales team productivity by reducing time spent on fplowing up with potential clients. Fplow Up Boss allows users to send mass emails to multiple prospects and get quick responses within minutes. While ClickMeeting enables users to schedule online meetings with their potential clients in just a few clicks.

    For example. Joshua is an IT professional who has recently been hired by a company called Big Tech. He has many new contacts in his email list. Using Fplow Up Boss he can write a message to many of his contacts asking them if they need any IT services. This message will be sent out at the same time so that the chances of reaching out to more of his prospects are higher for him. To start with he can send out an introductory email to all his contacts explaining what he does and how he can help them. He can automate this email so that it is sent out every day until his contacts respond back to him with a positive response or ask him to contact them later. By sending this email out he will be able to reach out to more of his contacts and maintain better relationships with them as well as increase his sales.

    Once some of his contacts reply back to him he can use ClickMeeting to schedule online meetings with them. By scheduling online meetings instead of manually arranging meetings with each of his contacts, Joshua will be able to save a lot of time that he would have otherwise wasted searching for a meeting time that suits both him and his contacts. By combining these two applications Joshua will be able to increase his sales by saving time and money spent on arranging meetings with his customers. Although he will need to spend some money on purchasing these two applications but considering the benefits they will bring him it will be worth spending money on them.

  • Benefits of Integration of Fplow Up Boss and ClickMeeting
  • Joshua’s organization would benefit from this integration in the fplowing ways:

    Organizational Sales Increase. Due to enhanced customer interaction process in place by the organization there will be increased sales as well as repeat purchases from existing customers. There will be an increase in sales of services rendered by the organization due to improved communications between customers and employees in the organization. As a result, there will be an increase in revenue generation for the organization which will help the organization grow further in its market share. Increased Employee Productivity. Due to the reduced workload associated with scheduling meetings, employees will be able to spend more time on finishing tasks that are assigned to them. In addition, they would also have more time for research and development which will help the organization grow more profitably over a long period of time. Cost Saving. As there would be no need for employees in the organization to manually arrange meetings with each customer, there would be no transportation costs incurred by the organization either. This would save cost for the organization as well as increase its profits as well. Better Customer Relations. With automated emails sent out daily informing customers about their services and prices, customers will have better access to information reducing any possible confusion or uncertainty that may arise during communication resulting in better relationships between customers and employees of the organization. Improved Brand Image. The improved customer relationship would also reflect positively on the brand image of the organization thereby helping it build more trust amongst new customers. This would help the organization gain a larger market share over a longer period of time which would not have been possible otherwise due to poor customer relations.

    In conclusion I can say that combining Fplow Up Boss and ClickMeeting would bring positive changes in both the organizations as well as their employees by improving their sales as well as increasing employee productivity as well as reducing costs incurred by the organizations associated with maintaining customer relations through manual arrangements for meetings between customers and employees.

    The process to integrate Fplow Up Boss and Braintree 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.