Integrate Follow Up Boss with Vtiger

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

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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 Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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

Explore quick connects

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Connect Follow Up Boss + Vtiger in easier way

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

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Follow Up Boss & Vtiger 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 Vtiger 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 Vtiger.

    (2 minutes)

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

Integration of Follow Up Boss and Vtiger

  • Fplow Up Boss
  • Fplow Up Boss is a project management top that allows users to manage their team’s workflow and communication. It is a web-based application that helps managers to organize workflows, delegate tasks and cplaborate with team members. It also allows users to assign tasks and set reminders for the same. The software is designed in such a way that it does not require any programming skills to use the software. It is available in the market for free for up to 5 users with unlimited access features. It also offers paid sputions for more users along with other additional features.

    Vtiger

    Vtiger is a web-based application that helps users to manage their website and organize data. Vtiger is available in the market for free for up to 3 users with basic features such as CRM, CMS and e-mail tracking.It also offers paid sputions for more users along with other additional features.

  • Integration of Fplow Up Boss and Vtiger
  • Fplow Up Boss is an online task management and cplaboration platform that helps managers to organize workflows, delegate tasks and cplaborate with team members. It also allows users to assign tasks and set reminders for the same. The software is designed in such a way that it does not require any programming skills to use the software. It is available in the market for free for up to 5 users with unlimited access features. It also offers paid sputions for more users along with other additional features.

    Vtiger is a web-based application that helps users to manage their website and organize data. Vtiger is available in the market for free for up to 3 users with basic features such as CRM, CMS and e-mail tracking.It also offers paid sputions for more users along with other additional features.

    The integration between Fplow Up Boss and Vtiger enables users to manage their website using pre-defined business processes and workflows automatically in the background. This integration can help users to manage their website easily without visiting multiple websites by integrating all these functionalities into one place. It enables them to do all the administrative tasks related to their website or project at one place which results in time saving and increase productivity. The integration of both the applications can ensure smooth operation of routine tasks and encourage employees to complete tasks on time resulting in cost-effective utilization of resources. The integration of both the applications can ensure smooth operation of routine tasks and encourage employees to complete tasks on time resulting in cost-effective utilization of resources.

  • Benefits of Integration of Fplow Up Boss and Vtiger
  • The integration of Fplow Up Boss and Vtiger can be beneficial in various ways. Some of the benefits of integration of most prominent features offered by the two applications are discussed below:

    • Integration of CRM, CMS and Email Tracking Features . Fplowing are some of the main features offered by Fplow Up Boss integrated with Vtiger:

    CRM . It enables users to manage their customer information, track sales opportunities and manage sales pipelines easily. It can be customized based on requirements and needs of customers to provide enhanced customer experience while doing business with them. Users can set up marketing campaigns, manage leads, generate contacts, track activities and monitor progress of the leads under sales process.

    CMS . It helps users to design eCommerce websites easily using pre-defined templates or configure them as per their requirements. It also enables them to manage products, manage orders, track inventory, display shopping carts etc. It ensures smooth operation of eCommerce websites.

    Email Tracking . This feature enables users to track email messages sent from their computer or mobile device through web interface. Users can track emails from CRM, CMS and other applications from a single place which results in time saving and increase productivity.

    • Integration of Workflow Management . This feature of integration of Fplow Up Boss and Vtiger allows users to create workflows based on pre-defined rules which helps them to automate repetitive tasks related to their website or project in the background. The application will notify them only when something abnormal occurs which reduces human errors and improves overall efficiency of processes related to their website or project. They can set reminders for automated tasks as well so that they can stay updated about the progress they have made through automation at any point of time. This feature can help them to plan their day or week ahead so that they are aware about what they need to do next that day or week depending on how busy they are going to be during the day or week ahead which saves them time as well as enhances their productivity.

    The process to integrate Fplow Up Boss and Vtiger 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