Integrate Vtiger with Follow Up Boss

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

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About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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.

Want to explore Vtiger + Follow Up Boss quick connects for faster integration? Here’s our list of the best Vtiger + Follow Up Boss quick connects.

Explore quick connects

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Connect Vtiger + Follow Up Boss in easier way

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

  • Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Vtiger & Follow Up Boss Integrations Work

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

    (2 minutes)

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

Integration of Vtiger and Follow Up Boss

Vtiger is a powerful open source PHP-based CRM software. It provides the CRM for small to large businesses and organizations.

Fplow Up Boss is a cloud-based mobile application that allows users to schedule reminders, fplow up with cpleagues, track productivity and manage projects.

  • Integration of Vtiger and Fplow Up Boss
  • Fplow Up Boss can be integrated with Vtiger to allow users to schedule reminders via Vtiger. Users can integrate Fplow Up Boss with Vtiger through the integration settings page on the Fplow Up Boss website. By integrating Fplow Up Boss with Vtiger, users can create projects and tasks using Vtiger for their Fplow Up Boss account.

  • Benefits
  • Scheduling Tasks via Vtiger

    By integrating Fplow Up Boss with Vtiger, users can schedule reminders and tasks via Vtiger to allow their Fplow Up Boss account to be synced with their work calendar. This will help employees stay organized and on top of their daily tasks and reminders. For example, if there are employees working under a specific project, they can receive notifications by email or text every morning when they arrive to work. This will allow them to schedule their tasks before they start working on them. This will save time, energy and unnecessary stress.

    Managing Projects with Vtiger CRM Software

    With the integration of Fplow Up Boss and Vtiger, using Vtiger for the management of projects will become easier for users. Users can manage all of their projects in one place instead of having to create separate project files for each project. They will be able to easily see all of their projects in one place; however, they still have the option to create separate projects for each project if desired.

    Integrating Fplow Up Boss with Vtiger allows users to have an easy way to manage tasks from one place and keep up with them without any hassles. It will help reduce the number of projects going on at one time as well as keep employees organized and on top of their projects and tasks.

    The process to integrate Vtiger 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm