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Follow Up Boss + Wealthbox CRM Integrations

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

  • 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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate Follow Up Boss + Wealthbox CRM

  • Follow Up Boss Wealthbox CRM

    Follow Up Boss + Wealthbox CRM

    Create Household to Wealthbox CRM from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Wealthbox CRM Create Household
  • Follow Up Boss Wealthbox CRM

    Follow Up Boss + Wealthbox CRM

    Create Project to Wealthbox CRM from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Wealthbox CRM Create Project
  • Follow Up Boss Wealthbox CRM

    Follow Up Boss + Wealthbox CRM

    Create Note to Wealthbox CRM from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Wealthbox CRM Create Note
  • Follow Up Boss Wealthbox CRM

    Follow Up Boss + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Follow Up Boss Wealthbox CRM

    Follow Up Boss + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Wealthbox CRM Create Contact
  • 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 + Wealthbox CRM in easier way

It's easy to connect Follow Up Boss + Wealthbox 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 Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Follow Up Boss & Wealthbox 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 Wealthbox 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 Wealthbox 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 Wealthbox CRM

Fplow Up Boss is a sales fplow up software that helps you with your sales process. It not only helps you to fplow up with your leads but also tracks all of your sales activities. You can use it to track all of your sales activities and it also provides you with the statistics about the sales.

Wealthbox CRM is one of the most advanced Customer Relationship Management software available in the market. It has features like email marketing, sales tracking, task management and many more that help you to grow your business.

  • Integration of Fplow Up Boss and Wealthbox CRM
  • Fplow Up Boss can be integrated with Wealthbox CRM very easily. Once the integration is done, you will be able to get all of the leads synchronised between the two systems. You will get the leads from Fplow Up Boss in your Wealthbox CRM account. You can also get your leads exported directly from Fplow Up Boss to Wealthbox CRM.

  • Benefits of Integration of Fplow Up Boss and Wealthbox CRM
  • Integration of Fplow Up Boss and Wealthbox CRM makes it very easy for you to deal with your leads. You can get all of your leads into one place, i.e., Wealthbox CRM by integrating the two softwares together. This gives you an opportunity to manage all of your leads in one place. It also makes it easier for you to manage your leads when you are using both the software together.

    Fplow Up Boss is used by many businesses worldwide because it is very useful for managing their sales activities. You can get all of your contacts in one place when you use Fplow Up Boss because it can be integrated with many other softwares. When you integrate Fplow Up Boss with Wealthbox CRM, you automatically get all of your leads in one place which makes it easier for you to manage them in an organised manner.

    The process to integrate Fplow Up Boss and Wealthbox 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.