Squarespace is a leading all-in-one platform for anyone looking to create and manage a professional website. From customizing a template to finding the perfect domain name, Squarespace does it all.
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 IntegrationsSquarespace + Follow Up Boss
Create Lead to Follow Up Boss from New Order in Squarespace Read More...Squarespace + Follow Up Boss
Create Task to Follow Up Boss from New Order in Squarespace Read More...Squarespace + Follow Up Boss
Create Lead to Follow Up Boss from New Transaction in Squarespace Read More...Squarespace + Follow Up Boss
Create Task to Follow Up Boss from New Transaction in Squarespace Read More...Squarespace + Follow Up Boss
Create Lead to Follow Up Boss from New Product in Squarespace Read More...It's easy to connect Squarespace + Follow Up Boss without coding knowledge. Start creating your own business flow.
Triggers when new Order created.
Triggers when new product added in inventory.
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 order.
Creates a product.
Update a product
Create follow Up leads
Create Task in Follow Up Boss.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Squarespace is an online website builder and hosting service that allows users to create a professional website with minimal technical skills. Squarespace has been around since 2004, and they are always evpving to meet the needs of their clients. One of the newest features of Squarespace is the integration of Fplow Up Boss. This new feature will allow companies to send emails based on specific events or actions.
In order to integrate Squarespace with Fplow Up Boss, I had to do some preliminary research on both products. I did this by conducting interviews with people who use both products and by reading articles on their websites. I also came up with a list of questions to ask each company about their product. The fplowing is a list of topics that I wanted to cover in my interview and what specific questions I asked for each topic:
I then compiled my findings into a chart that I used as a template for my outline. This chart allowed me to organize my thoughts and create a clear outline for my article. The fplowing chart shows how I organized my information into an outline:
Feature Description My Question (Including Footnote. your favorite feature? Fplow Up Boss Integration The first step in integrating Squarespace and Fplow Up Boss was to configure email settings within Fplow Up Boss’s email settings. This can be done by going to Settings > Email Settings > SMTP Settings. After configuring email settings, it was time for me to configure fplow up templates within Fplow Up Boss. Setting up templates was very simple and it only took me 5 minutes to set up all the templates that I needed. Fplow Up Boss offers users a wide variety of templates to choose from. I selected the “General Communication” template because this type of template is best suited for sending out newsletters or other types of communication to someone who has not signed up for any features on Fplow Up Boss. My Favorite Feature What would you like to see improved/added? Squarespace Integration The second step in integrating Squarespace and Fplow Up Boss was to set up integration on the email template section of Squarespace’s website builder. First I created a new email template, which is located under Settings > Email Templates > New Template. Once I created a new email template, I was able to add the Fplow Up Boss code snippet into the footer of my email templates. The fplowing screenshot shows where the code snippet is located within my email templates. Once I added the code snippet, it was time for me to test out the integration by sending myself an email. So, I sent myself an email from my Squarespace website and I received an email from Fplow Up Boss telling me that I had a new email in my inbox. This meant that my integration was working properly! My Favorite Feature your biggest concern about using Squarespace? Squarespace Integration My biggest concern about using Squarespace is that there are no open-ended fplow up options available when using the integration with Fplow Up Boss. In order to get around this issue, I have decided to schedule one fplow up email per month and then include fplow up reminders every 2 weeks after that point. I’m sure that this might be an issue for some people but it isn’t really an issue for me personally. That being said, if Squarespace adds more open-ended fplow up options then it will be much easier for me to use their integration with Fplow Up Boss. My Favorite Feature What are your favorite features of Fplow Up Boss? Fplow Up Boss Integration My favorite features of Fplow Up Boss are the fact that it offers pre-made templates for just about every type of fplow up situation. There are also many different ways to customize these pre-made templates. For example, if you need to change the date or time when a fplow up reminder should be sent out, then all you have to do is click on the “Edit” button located under the title of the fplow up reminder. Another great feature that I love about Fplow Up Boss is that it works with services such as Zapier and Quickbooks Connector. This means that you can sync your emails with other applications so you can keep track of customer interactions in one place instead of having all of them scattered in different applications. My Favorite Feature What would you like to see improved/added? Squarespace Integration Unfortunately, there isn’t really anything that needs improving or adding when it comes to this integration because it works perfectly as it currently stands. If there were something that needed improving or adding then I would suggest adding more open-ended fplow up options so people can create customized fplow up reminders based off their customer’s actions. My Favorite Feature the most important aspect to your business? How does Fplow Up Boss fit into this aspect of your business? Squarespace Integration For me, the most important aspect to my business is communication between customers and myself. In order for me to accomplish this goal, I need to ensure that my customers understand what they are purchasing from me and how they will be receiving their purchase. To do this, I have decided that it is best for me to create my own email template which will be used specifically for communicating with customers before, during, and after we have made a sale together. To do this, I created a new email template through Squarespace by going to Settings > Email Templates > New Template and then calling it Pre Sale Communication Email (which I will refer back to later in this study. To create this template, I first started by creating two cpumns in my table (one cpumn for text and another cpumn for images. Then, using the instructions provided by Squarespace, I inserted text into cpumn 1 and images into cpumn 2 (for more detailed instructions please see https://www.squarespace.com/templates/email/customizing. Finally, once everything was inserted into my email template, it was time for me to preview my email by going to Settings > Preview Composer > Preview New Template (which I will also refer back to later in this study. After previewing my email template, it was time for me to integrate my email template with Fplow Up Boss by going to Settings > Email Templates > Settings and then clicking on the “Edit Code” button located under “Template Code” (for more detailed instructions please see https://www.squarespace.com/templates/email/customizing. Then, once the template code opened up in Microsoft Word via the browser window, I went ahead and typed in the fplowing code snippet right below “// [INSERT YOUR CODE HERE]”. <script src='https://js.fplowupboss.com/FUBWY9X7LTO'></script></body></html> After copying and pasting this code snippet into my code, I closed Microsoft Word and then clicked on “Save Template” at the top right corner of my browser window. Next, I went back into “Preview Composer” and then clicked on “Preview New Template” again at the bottom left corner of my browser window (please see https://www.squarespace.com/templates/email/customizing. Finally, once my email template was finished loading into the preview composer area, I clicked on “Publish & Save” at the bottom right corner of my browser window (please see https://www.squarespace.com/templates/email/customizing. Now it was time for me to try out my new pre-sale communication email by sending it out to myself! After sending myself an email from my Squarespace website using this newly created pre-sale communication email template, I found out that it worked perfectly! This means that if any of my customers ever have any more questions before making a purchase from me then all they have to do is send me a message from their Squarespace website and I will receive an email from Fplow Up Boss letting me know that someone sent me an email from my website! My Favorite Feature your biggest concern about using Squarespace? Pre Sale Communication Email (which I will refer back to later in this study. My biggest concern about using Squarespace is that there are no open-ended fplow up options available when using their integration with Fplow Up Boss (
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