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.
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
Salesforce + Follow Up BossBring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
Salesforce + Follow Up BossCopy Every New Salesforce Task to Follow Up Boss as a New Task Read More...
Gmail + Follow Up BossCreate new contacts in Follow Up Boss from new emails matching a specified term on Gmail [REQUIRED : Business Gmail Account] Read More...
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.
Google Contacts + Follow Up BossCreate or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...
Gmail + Follow Up BossCreate Lead to Follow Up Boss from New Attachment in Gmail Read More...
It's easy to connect Quick Base + Follow Up Boss without coding knowledge. Start creating your own business flow.
Triggers when a new record is 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.
Creates a new record in a Quick Base table.
Deletes a record in a Quick Base table.
Finds an existing record if exist otherwise creates a new record.
Updates a record in a Quick Base table.
Create follow Up leads
Create Task in 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 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 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.
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.
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.