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Follow Up Boss + Plaid Integrations

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

  • 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 Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Follow Up Boss + Plaid

  • Follow Up Boss Google Sheets

    Follow Up Boss + Google Sheets

    Add New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Follow Up Boss is one of the most effective lead management applications for real estate agents and brokers. It helps real estate professionals manage their business more effectively, while generating more sales revenue. Integrating Follow Up Boss with Google Sheets will add more value to your real estate business. Once this automation is active, whenever a contact is added on Follow Up Boss, Appy Pie Connect will automatically add that contact in a new row to the Google Sheet of your choice. This way you will be automatically archiving your data to be accessed at a later time whenever needed.
    How this Google Sheets – Follow Up Boss Works
    • A new contact is added on Follow Up Boss
    • Appy Pie Connect automatically creates a new row on Google Sheets
    What Is Needed For This Integration
    • A Follow Up Boss account
    • A Google Sheets account
  • Follow Up Boss Gmail

    Follow Up Boss + Gmail

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

    Follow Up Boss + Gmail

    Send Email in Gmail when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Gmail Send Email
  • Follow Up Boss Gmail

    Follow Up Boss + Gmail

    Create Label to Gmail from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Gmail Create Label
  • Follow Up Boss Google Sheets

    Follow Up Boss + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • 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 + Plaid in easier way

It's easy to connect Follow Up Boss + Plaid 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 Item

    Triggers when a new item is created.

    Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Create payment recipient

    Create a new payment recipient

How Follow Up Boss & Plaid 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 Plaid 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 Plaid.

    (2 minutes)

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