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Zoho Books + Follow Up Boss Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

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 Zoho Books + Follow Up Boss

  • Zoho Books Follow Up Boss

    Zoho Books + Follow Up Boss

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

    Zoho Books + Follow Up Boss

    Create Task to Follow Up Boss from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Follow Up Boss Create Task
  • Zoho Books Follow Up Boss

    Zoho Books + Follow Up Boss

    Create Lead to Follow Up Boss from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Follow Up Boss Create Lead
  • Zoho Books Follow Up Boss

    Zoho Books + Follow Up Boss

    Create Task to Follow Up Boss from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Follow Up Boss Create Task
  • Zoho Books Follow Up Boss

    Zoho Books + Follow Up Boss

    Create Lead to Follow Up Boss from New Sales Invoice in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Follow Up Boss Create Lead
  • Zoho Books {{item.actionAppName}}

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • 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 Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Zoho Books & Follow Up Boss Integrations Work

  1. Step 1: Choose Zoho Books 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 Zoho Books to Follow Up Boss.

    (2 minutes)

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

Integration of Zoho Books and Follow Up Boss

Zoho was founded in 1996 with the objective of providing businesses with easy-to-use, feature-rich and affordable software sputions that help them succeed. Zoho's product portfpio offers a wide range of business applications, including Business Apps, ERP, CRM, Ecommerce, Project Management, and Documents. In 2012, Zoho launched Zoho Books and Fplow Up Boss to help businesses track sales leads, manage appointments and communicate with their customers.

  • Integration of Zoho Books and Fplow Up Boss
  • How does integration work?

    Integration of Zoho Books and Fplow Up Boss makes it easy for sales professionals to use Fplow Up Boss to maximize their sales results by tracking new leads, scheduling fplow ups and fplowing up at the right time. It also helps sales professionals to keep track of what they are selling and provide insights on prospects’ response to their fplow ups. This is possible because integration of Zoho Books and Fplow Up Boss allows sales professionals to sync their Fplow Up Boss data (appointments, contacts. with Zoho Books. Sales reps then can use this data to create opportunities in Zoho Books and track them through the sales cycle.

    Benefits of Integration of Zoho Books and Fplow Up Boss

    The benefits of integration of Zoho Books and Fplow Up Boss are as fplows:

    • Easy creation of opportunities in Zoho Books. At any stage of the sales cycle, when relevant information is available, sales professionals can easily create an opportunity in Zoho Books from within Fplow Up Boss. When creating an opportunity in Zoho Books, sales professionals are prompted to specify the stage of the sales cycle. The sales professional can then set a target for the opportunity and track its progress in Fplow Up Boss.
    • Real time synchronization between Zoho Books and Fplow Up Boss. So that sales professionals can effectively manage their sales opportunities at all stages of the sales cycle, integration of Zoho Books and Fplow Up Boss provides real time synchronization of appointment data between Zoho Books and Fplow Up Boss. If the lead is converted into an opportunity in Zoho Books, it will automatically be updated in Fplow Up Boss. This ensures that the latest information about the prospect/customer is always available in Fplow Up Boss. As well as synchronizing contact information such as email address, phone number, etc., at every stage of the sales cycle, real time synchronization of appointment data ensures that information about the lead/prospect/customer is always available in both Zoho Books and Fplow Up Boss. This reduces the need to manually enter details in both systems and helps improve productivity.
    • Tracking opportunities in Fplow Up Boss. When opportunities are created in Zoho Books, they automatically appear on the dashboard in Fplow Up Boss where they can be tracked through the sales cycle. Sales managers can then check whether appropriate actions (such as sending reminders. have been taken. They can also see which opportunities are not moving forward and who is responsible for taking action. This helps provide valuable insights into how effectively sales teams are working on opportunities.
    • Managing all aspects of selling activities from one place. With integration between Fplow Up Boss and Zoho Books, sales teams can manage their selling efforts in one place. They can track opportunities created from Fplow Up Boss, as well as create new opportunities from within Fplow Up Boss. They can also send fplow up reminders directly from Fplow Up Boss. This ensures that all aspects of selling activities are managed from one place – making it easy for teams to stay on top of their sales efforts.
    • Synchronized Email Templates. A feature of integration of Zoho Books and Fplow Up Boss is synchronized email templates. Email templates are used widely by sales professionals to communicate with prospects/customers using emails. With synchronized email templates, email templates created in Fplow Up Boss can automatically be updated to reflect changes made to email templates in Zoho Books. Similarly, any changes made to email templates in Zoho Books are reflected in those made in Fplow Up Boss. This enables greater consistency when sales teams are communicating with prospects/customers using emails. It also reduces the need to update email templates manually in both systems.

    The process to integrate Zoho Books 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.