Integrate Quick Base with Follow Up Boss

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

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About Quick Base

Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems.

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 Quick Base and Follow Up Boss Integrations

  • Quick Base Integration Follow Up Boss Integration

    Salesforce + Follow Up Boss

    Bring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
    Close
    When this happens...
    Quick Base Integration New Lead
     
    Then do this...
    Follow Up Boss Integration 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
  • Quick Base Integration Follow Up Boss Integration

    Salesforce + Follow Up Boss

    Copy Every New Salesforce Task to Follow Up Boss as a New Task Read More...
    Close
    When this happens...
    Quick Base Integration New Task
     
    Then do this...
    Follow Up Boss Integration 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
  • Quick Base Integration Follow Up Boss Integration

    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...
    Close
    When this happens...
    Quick Base Integration New Email Matching Search
     
    Then do this...
    Follow Up Boss Integration 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
  • Quick Base Integration Follow Up Boss Integration

    Google Contacts + Follow Up Boss

    Create or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...
    Close
    When this happens...
    Quick Base Integration New or Updated Contact
     
    Then do this...
    Follow Up Boss Integration 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
  • Quick Base Integration Follow Up Boss Integration

    Gmail + Follow Up Boss

    Create Lead to Follow Up Boss from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Quick Base Integration {{item.actionAppName}} Integration

    Quick Base + {{item.actionAppName}}

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

It's easy to connect Quick Base + Follow Up Boss without coding knowledge. Start creating your own business flow.

    Triggers
  • New Record

    Triggers when a new record is created.

  • 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
  • Create Record

    Creates a new record in a Quick Base table.

  • Delete Record

    Deletes a record in a Quick Base table.

  • Find or Create Record

    Finds an existing record if exist otherwise creates a new record.

  • Update Record

    Updates a record in a Quick Base table.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Quick Base & Follow Up Boss Integrations Work

  1. Step 1: Choose Quick Base 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 Quick Base to Follow Up Boss.

    (2 minutes)

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

Integration of Quick Base and Follow Up Boss

In this article, I will introduce the benefits of using the Quick Base and Fplow Up Boss together to help organizations manage their projects.

Quick Base

Quick Base is a cloud-based software that helps companies build apps for their business needs quickly and easily. It is a good spution for companies that need to deploy a project management application in a timely manner.

  • Fplow Up Boss
  • Fplow Up Boss is a project management application that helps companies better manage their projects. It can be used by organizations that need a simple, easy-to-use yet powerful spution.

    In this section, I will discuss how integrating Quick Base and Fplow Up Boss will benefit organizations.

  • Integration of Quick Base and Fplow Up Boss
  • Quick Base and Fplow Up Boss can be integrated in many different ways to serve various organizational needs. For example, an organization can use both applications separately to serve different purposes. Or, they can integrate them to build a project management application that unifies data from multiple sources in one place. This would be useful to organizations that want to track all of their projects in one place. Here’s how it works:

    The first step is to integrate the two applications using the fplowing steps:

    First, create an app in Quick Base to serve as the data source. Next, add a custom field in Fplow Up Boss and name it “Quick Base Connection”. Then, open the app and enter the Quick Base URL and the App ID and App Secret in the custom field. After that, we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can we can open up Fplow Up Boss to view the data from Quick Base. It should recognize the new fields added in both apps automatically.

  • Benefits of Integration of Quick Base and Fplow Up Boss
  • There are many benefits of integrating Quick Base and Fplow Up Boss. Some of them are listed below:

    The process to integrate Quick Base and Fplow Up Boss 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.