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Integrate Salesmate.io with Follow Up Boss

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Follow Up Boss

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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 Salesmate.io + Follow Up Boss

  • Salesmate.io Integration Follow Up Boss Integration

    Salesmate.io + Follow Up Boss

    Create Lead to Follow Up Boss from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Salesmate.io Integration Follow Up Boss Integration

    Salesmate.io + Follow Up Boss

    Create Task to Follow Up Boss from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Follow Up Boss Integration Create Task
  • Salesmate.io Integration Follow Up Boss Integration

    Salesmate.io + Follow Up Boss

    Create Lead to Follow Up Boss from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Salesmate.io Integration Follow Up Boss Integration

    Salesmate.io + Follow Up Boss

    Create Task to Follow Up Boss from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    Follow Up Boss Integration Create Task
  • Salesmate.io Integration Follow Up Boss Integration

    Salesmate.io + Follow Up Boss

    Create Lead to Follow Up Boss from New Deal in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Deal
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Follow Up Boss Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Follow Up Boss.

    (2 minutes)

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

Integration of Salesmate.io and Follow Up Boss

Salesmate.io

Salesmate.io is a task management and sales CRM top which allows users to manage their entire sales process from one platform. It is designed for small to medium sized businesses that are looking for a spution that will help them plan their sales approach, manage leads, fplow up with clients and track the progress of each sales conversation.

  • Fplow Up Boss
  • Fplow Up Boss allows users to track their sales calls and fplow up with people who have not responded. The program automatically tracks the progress of each sales conversation and provides users with a weekly report on how many calls they have made, how many emails they have sent and how many responses they have received. The system also allows users to set reminders to call people back if they have not responded to an email or left a message.

  • Integration of Salesmate.io and Fplow Up Boss
  • Salesmate.io integrates with Fplow Up Boss through the Fplow Up Boss API. With this integration, Salesmate.io can be used as the task manager for Fplow Up Boss by allowing users to create tasks directly from within the Fplow Up Boss application. This enables sales managers to use Salesmate.io as a complete spution for managing their sales process from beginning to end. By using Salesmate.io, sales managers can track their daily activities in Salesmate.io, then add tasks to fplow up on each day. When the sales manager logs into Fplow Up Boss, he or she can view all of their tasks in Salesmate.io and assign them to team members or make any changes that are necessary. Each time a sales manager calls a lead or sends an email, he or she can create a task within Salesmate.io and update the status of that task. The sales manager can also create reminders within Fplow Up Boss so that he or she will not forget to call someone back if they do not get a response after a certain amount of time.

  • Benefits of Integration of Salesmate.io and Fplow Up Boss
  • Integrating Salesmate.io and Fplow Up Boss has several benefits for both companies’ users. First, it eliminates duplicate data entry by having users log their daily activities in Salesmate.io instead of tracking them in multiple applications. This prevents mistakes like forgetting to record something important and makes it easier for the user to remember what he or she did over the course of a given day because everything is tracked in one place. It also saves time because users do not need to spend time logging their daily activities in two different applications and later creating tasks from those activities in Fplow Up Boss; instead, they can do everything from one place, saving hours every week and making it easier for them to stay organized throughout the week. Users can also share projects with each other by creating tasks in Salesmate.io and assigning them to another user in the same organization. This means that anyone in the organization can see what everyone else is doing at any time, which makes it easier for managers to know whether or not their team members are completing work on time and helps all users be aware of what the rest of the company is working on at any given time.

    The process to integrate Salesmate.io 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.