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Helpwise + Follow Up Boss Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Helpwise

Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.

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.

Follow Up Boss Integrations
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Best ways to Integrate Helpwise + Follow Up Boss

  • Helpwise 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...
    Helpwise 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
  • Helpwise Gmail

    Follow Up Boss + Gmail

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

    Follow Up Boss + Gmail

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

    Follow Up Boss + Gmail

    Create Label to Gmail from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Helpwise New Contact
     
    Then do this...
    Gmail Create Label
  • Helpwise 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...
    Helpwise New Contact
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Helpwise {{item.actionAppName}}

    Helpwise + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Helpwise + Follow Up Boss in easier way

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

    Actions
  • Add Note

    Add note in Helpwise.

  • Create Contact

    Creates a Contact

  • Send email

    Send email in Helpwise.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Helpwise & Follow Up Boss Integrations Work

  1. Step 1: Choose Helpwise 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 Follow Up Boss 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 Helpwise to Follow Up Boss.

    (2 minutes)

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