Follow Up Boss + Zoho Inventory Integrations
Appy Pie Connect allows you to automate multiple workflows between Follow Up Boss and Zoho Inventory
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 Zoho Inventory
Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.
Zoho Inventory IntegrationsLooking for the Zoho Inventory Alternatives? Here is the list of top Zoho Inventory Alternatives
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QuickBooks Online
Best ways to Integrate Follow Up Boss + Zoho Inventory
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Follow Up Boss + Google Sheets
Add New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...When this happens...
New Contact
Then do this...
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
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Salesforce + Follow Up Boss
Bring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...When this happens...
New Lead
Then do this...
Create Lead
Improve your customer experience by integrating Salesforce with Follow Up Boss using Appy Pie Connect. Our automation platform allows you to connect Salesforce and Follow Up Boss In a matter of minutes and without writing even a single line of code. Once you set it up, whenever a new lead is created on Salesforce, it will automatically be added to your Follow Up Boss as well, helping your team to respond fast and convert more leads into closings. This integration helps real estate businesses to meet their goals more efficiently.How this Salesforce- Follow Up Boss Integration Works- A new lead is created on Salesforce
- Appy Pie Connect automatically sends that lead to Follow Up Boss
For This Integration You Need- A Follow Up Boss account
- A Salesforce account
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Salesforce + Follow Up Boss
Copy Every New Salesforce Task to Follow Up Boss as a New Task Read More...When this happens...
New Task
Then do this...
Create Task
Salesforce is one of the best CRM applications that businesses use to align their sales operations. However, there are various real estate businesses that use both Salesforce and Follow Up Boss to manage their sales operations. With teams on different apps, real estate agents and brokers might need to manually copy tasks from one to the other. Once this integration has been set up, each time a new task is created in Salesforce, Appy Pie Connect would automatically copy that task into Follow Up Boss as a new task. Enjoy the benefits of workflow automation & set up this Connect now!How this Salesforce-Follow Up Boss Integration Works- Triggers when a new task is created on Salesforce
- Appy Pie Connect automatically copies it to Follow Up Boss as a new task
What You Need- A Follow Up Boss account
- A Salesforce account
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Gmail + Follow Up Boss
Create new contacts in Follow Up Boss from new emails matching a specified term on Gmail [REQUIRED : Business Gmail Account] Read More...When this happens...
New Email Matching Search
Then do this...
Create or Update Contact Without Triggering Action Plans
Are you spending way too much time searching for the same terms on Gmail over and over again? If yes, then you need to set up this ‘connect’ and we will handle that repetitive process for you. Once active, we will watch your mailbox for you and whenever a new email matching your search term is received, and automatically create a new contact on Follow Up Boss.
Note: To use this integration you must have a Business Gmail account.
How this works- A new email matching a search is received on Gmail
- Appy Pie Connect automatically creates a contact on Follow Up Boss
What You Need- A Gmail account
- A Follow Up Boss account
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Google Contacts + Follow Up Boss
Create or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...When this happens...
New or Updated Contact
Then do this...
Create or Update Contact Without Triggering Action Plans
Do you want to reach out and connect with new prospects every week but don’t know where to start? Would you like to use your existing Google contacts as an easy starting point? With this Google Contacts-Follow Up Boss integration, Appy Pie Connect does all the thinking for you. After setting this integration, whenever a new contact is added to your Google Contacts, Appy Pie Connect will automatically add them to Follow Up Boss.How This Integration Works- A new contact is added to your Google Contacts
- Appy Pie Connect adds them to Follow Up Boss
What You Need- A Google Contacts account
- A Follow Up Boss account
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Follow Up Boss + Zoho Inventory without coding knowledge. Start creating your own business flow.
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New Appointment
Triggers every time a new appointment is created in Follow Up Boss.
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New Contact
Triggers every time a new contact is created in Follow Up Boss.
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New ContactTriggers when a new contact is created.
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New Item
Triggers when a new item is created.
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Update Item
Triggers when an item is updated.
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Create Lead
Create follow Up leads
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Create Task
Create Task in Follow Up Boss.
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Create Contact
Creates a new contact or update an existing contact.
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Create Item
Creates a new item.
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Create Sales Order
Creates a new sale order.
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Create Shipment Order
Creates a new shipment order.
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Mark Order as Delivered
Marks an existing order as delivered
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Update Contact
Update a contact.
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Update Item
Updates an item.
How Follow Up Boss & Zoho Inventory Integrations Work
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Step 1: Choose Follow Up Boss as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Inventory as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Follow Up Boss to Zoho Inventory.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Follow Up Boss and Zoho Inventory
Background of Fplow up Boss and Zoho Inventory:
Fplow Up Boss is an online top that can be used to manage multiple sales lead. It was introduced in the year 2009. Zoho Inventory is a cloud based software that is used to manage products and inventory. It also helps to manage customer service, orders, invoices and other business related matters.
Integration of Fplow Up Boss and Zoho Inventory:
As both the tops are cloud based, integration is easy. The integration between the two has been done using the APIs of both the tops. They also have a common API. In order to access both tops from a single location, the user needs to install a browser extension. This extension allows the user to switch between the two tops without logging into each one individually. The extension makes it easier for the user to schedule fplow ups with their leads. It also allows them to schedule meetings quickly from just one top. In order to integrate Fplow Up Boss and Zoho Inventory, the user has to perform the fplowing steps:
- Create an account on Zoho Inventory.
- Create an account on Fplow Up Boss.
- Login into the accounts created in step 1 and 2 respectively.
- Once you have logged in, you will see a small button on top of the page with text “Zoho Inventory” written on it. Click on this button to connect Fplow Up Boss with Zoho Inventory.
- You will then be redirected to a page where you will be asked to provide your API credentials for Fplow Up Boss. Provide the details requested by this page and click on “Authorize App”. If you do not want to store your API credentials in your browser, you can choose to download a file containing your credentials which you can store on your computer. This will allow you to authorize apps on websites without having to enter your credentials each time.
- Once you have authorized the app, you will be redirected to a page where you can view what is currently stored in your Fplow Up Boss account. You can add new contacts or edit them here as well.
- Once all the information about your contacts has been added, click on “Save” when prompted by this page. You will then be redirected back to the main page of Fplow Up Boss where all of your contacts will be shown. You can add or edit any of these contacts at any time through this top. The integration between Fplow Up Boss and Zoho Inventory is complete now. You can now go ahead and schedule fplow ups with your leads through this top.
Benefits of Integration of Fplow Up Boss and Zoho Inventory:
This integration allows you to save time when scheduling meetings with your clients or leads. You can use one top for managing contact information about all of the people you want to meet with. This saves you from having to log into two different tops every time you want to schedule meetings with your clients or leads. It also makes it easier for you to update your client contact information in one place rather than updating them across multiple tops individually.
The process to integrate Fplow Up Boss and YouTube 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.
