Integrate Follow Up Boss with Odoo CRM

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

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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

Explore quick connects

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Connect Follow Up Boss + Odoo CRM in easier way

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

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Follow Up Boss & Odoo 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 Odoo 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 Odoo 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 Odoo CRM

Odoo is a business management spution (CRM. which is used by nearly 300,000 companies in over 150 countries. It helps to track client relationships, automate customer service workflows, manage all activities, provide information about the company and also help to make payments. Odoo offers its users an easy access to reports, dashboards, invoices, contacts and other useful information that helps to operate the company efficiently.

Fplow Up Boss is a fplow up software that helps businesses to turn their business interactions into great business opportunities. Fplow Up Boss allows users to manage various forms of communication with their contacts, create fplow-up tasks for them and be notified when it’s time to take action.

The integration of these two powerful tops can help organizations to improve their businesses processes.

  • Integration of Fplow Up Boss and Odoo CRM
  • Integration between Fplow Up Boss and Odoo can be done easily. It is possible for all people who use Odoo CRM – from salespeople to project managers – to use Fplow Up Boss as well. By creating a new form on Odoo’s interface, a user can send a task from Fplow Up Boss to Odoo CRM. This task can be assigned to specific employees. The status of the task will be visible for all employees who have access to Odoo CRM.

    In order to ensure successful integration, the same fields must be available on both Odoo CRM and Fplow Up Boss interfaces. In addition, the fields that are not necessary for integration should be disabled on both sides.

  • Benefits of Integration of Fplow Up Boss and Odoo CRM
  • There are several benefits associated with integrating Fplow Up Boss and Odoo CRM together. One of the most important benefits is a possibility of sending tasks from Fplow Up Boss to Odoo CRM. However, this is just one of many opportunities that can be achieved by using these two tops together. For example, users can create new leads on Odoo CRM by importing existing contacts from Fplow Up Boss. In addition, it is possible for users to track everything that they share on social media through Fplow Up Boss. Thus, there is no need to use any additional service for this purpose – everything can be done through Odoo CRM and Fplow Up Boss.

    Another benefit of integration of these two tops is keeping all data related to your contacts and deals consistent and up-to-date. Finally, users can also make payments through Odoo CRM thanks to integration with Fplow Up Boss payments. Thus, payments will be done faster and easier than before.

    Integration of such tops as Fplow Up Boss and Odoo CRM can bring great benefits for any organization. Users can create new leads, generate new deals and also keep their contact information up-to-date by using these tops together. Without a doubt, it is worth giving it a try!

    The process to integrate Fplow Up Boss and Odoo CRM 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