Integrate SharePoint with Follow Up Boss

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint and Follow Up Boss Integrations

  • SharePoint Integration Follow Up Boss Integration

    SharePoint + Follow Up Boss

    Create Lead to Follow Up Boss from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • SharePoint Integration Follow Up Boss Integration

    SharePoint + Follow Up Boss

    Create Task to Follow Up Boss from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Follow Up Boss Integration Create Task
  • SharePoint Integration Follow Up Boss Integration

    SharePoint + Follow Up Boss

    Create Lead to Follow Up Boss from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New Item Line
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • SharePoint Integration Follow Up Boss Integration

    SharePoint + Follow Up Boss

    Create Task to Follow Up Boss from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New Item Line
     
    Then do this...
    Follow Up Boss Integration Create Task
  • SharePoint Integration PhoneBurner Integration

    SharePoint + PhoneBurner

    Create Contact to PhoneBurner from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    PhoneBurner Integration Create Contact
  • SharePoint Integration {{item.actionAppName}} Integration

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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 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 SharePoint & Follow Up Boss Integrations Work

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

    (2 minutes)

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

Integration of SharePoint and Follow Up Boss

SharePoint?

SharePoint is a web-based platform that serves as a cplaboration and document management system. It can be used by companies to store their important documents and information in one place. This information can later be accessed by employees from different departments regardless of their location or time zones.

  • Fplow Up Boss?
  • Fplow Up Boss is a browser extension for Google Chrome, Mozilla Firefox, Opera, and Internet Explorer. The extension allows users to remind themselves through email, text messages, tweets, and on-screen popups regarding the tasks they have assigned to themselves in SharePoint.

  • Integration of SharePoint and Fplow Up Boss
  • Integration of SharePoint and Fplow Up Boss allows users to see what tasks they have to complete in SharePoint when they are using Fplow Up Boss. Users can then proceed to complete their tasks in SharePoint simultaneously with reminders from Fplow Up Boss.

  • Benefits of Integration of SharePoint and Fplow Up Boss
  • Benefits of integration of SharePoint and Fplow Up Boss include:

    • Improved productivity. Integration of SharePoint and Fplow Up Boss is convenient for users since they do not have to go back and forth between their email inbox and their tasks in SharePoint. Instead, they can easily complete all tasks at once with reminders immediately popping up on their computers. This leads to improved productivity.
    • Improved communication. Integration of SharePoint and Fplow Up Boss is also helpful because it improves communication among employees within the company. For instance, if one employee needs to communicate with another employee about a task, the former can simply send an email to the latter through Fplow Up Boss instead of going through the trouble of calling him or her or sending him or her a text message. This makes communication easier and more efficient for employees within the company.
    • Improved time management. Integration of SharePoint and Fplow Up Boss is also beneficial because it helps users manage their time better. For example, if an employee wants to communicate with his or her manager about his or her progress on a certain task, he or she can send a reminder through Fplow Up Boss rather than going through the trouble of calling his or her manager just to ask about how the task is going. This way, both employees can access each other’s tasks and status updates directly through the Fplow Up Boss dashboard even if they are not in the same physical location as each other.

    The process to integrate SharePoint 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.