Zoho CRM + Follow Up Boss Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Follow Up Boss
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Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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 IntegrationsLooking for the Follow Up Boss Alternatives? Here is the list of top Follow Up Boss Alternatives
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Zoho CRM
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Salesforce
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Pipedrive
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Freshdesk
Best ways to Integrate Zoho CRM + Follow Up Boss
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Zoho CRM + Follow Up Boss
Create Lead to Follow Up Boss from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create Lead
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Zoho CRM + Follow Up Boss
Create Task to Follow Up Boss from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create Task
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Zoho CRM + Follow Up Boss
Create Lead to Follow Up Boss from New Record in Zoho CRM Read More...When this happens...
New Record
Then do this...
Create Lead
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Zoho CRM + Follow Up Boss
Create Task to Follow Up Boss from New Record in Zoho CRM Read More...When this happens...
New Record
Then do this...
Create Task
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Zoho CRM + Follow Up Boss
Create Lead to Follow Up Boss from New or Updated Contact in Zoho CRM Read More...When this happens...
New or Updated Contact
Then do this...
Create Lead
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Follow Up Boss without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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New Appointment
Triggers every time a new appointment is created in Follow Up Boss.
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New Contact
Triggers every time a new contact is created in Follow Up Boss.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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Create Lead
Create follow Up leads
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Create Task
Create Task in Follow Up Boss.
How Zoho CRM & Follow Up Boss Integrations Work
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Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Follow Up Boss as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho CRM to Follow Up Boss.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho CRM and Follow Up Boss
Zoho CRM?
Zoho CRM is an online, cloud based customer relationship management software application that helps you manage and grow your business. You can add contacts using any Zoho product.
Zoho CRM is a free software to your business. It gives web-based functionality for managing contacts, appointments, accounts and more. You can use it on your desktop or mobile device.
Fplow Up Boss is an online cloud-based contact manager that helps you manage, track, and fplow up with your contacts. You can manage all your contact information, tasks, notes and reminders in one place.
It provides you with a platform to stay organized and get things done. You can easily keep contrp of your sales, marketing & support efforts by knowing who you have contacted, what they need to know and when they should hear from you again.
Fplow Up Boss can be integrated into Zoho CRM to show all the data of the contact in Zoho CRM in Fplow Up Boss. The users of Zoho CRM can access the data of the contacts they added to Fplow Up Boss through Zoho CRM.
The integration of the two softwares helps the users to access their contact details from one platform. They can stay updated with the latest information about the contacts they are fplowing up with. The users can also schedule calls, report updates about contacts’ status and work on the contacts together using this integration.
The integration allows you to access all your customer information from one place.
All your customer’s records are available in one place so you are able to stay organized. This saves your time by not having to search multiple places for information.
This integration allows you to see reports about the sales pipeline for your contacts. You can view how many leads are at each stage of the sales process, the total amount of opportunities, which accounts are most profitable and much more.
You can automatically create tasks in Fplow Up Boss after creating new leads in Zoho CRM. This will help you to stay on top of your leads and reach out to them as soon as possible.
The process to integrate Zoho CRM 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.
