Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
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.
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It's easy to connect Freshworks CRM + Follow Up Boss without coding knowledge. Start creating your own business flow.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Create follow Up leads
Create Task in Follow Up Boss.