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Automate Integrations For Follow Up Boss With AI Agents and Assistants

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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.

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Here is a list of Follow Up Boss Triggers and Actions

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How to Integrate Follow Up Boss with Appy Pie Automate

Follow the steps below to start integrating Follow Up Boss using Appy Pie Automate:

  1. Go to Appy Pie Automate

  2. Create an account or login if you already have an account

  3. Search for the Follow Up Boss App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Follow Up Boss account API key

  6. Your Follow Up Boss app is now ready to integrate hundreds of apps supported on Appy Pie Automate.

A Quick Guide to Integrations For Follow Up Boss Using Appy Pie Automate:

If you are a real estate agent or broker, then you know how important both CRM and project management are to your business’ success. Empower Follow Up Boss with Appy Pie Automate and organize your real estate business like never before. Appy Pie Automate allows you to instantly connect Follow Up Boss with 100+ apps in just a few minutes without any coding.

We have listed some of the most creative ways in which you can use Follow Up Boss to its maximum potential using Appy Pie Automate:

  • Want to create a record of all the new contacts you're adding to Follow Up Boss? Whenever a new contact is added to Follow Up Boss, Appy Pie Automate adds it to Google Sheets or vice versa.
  • Build lists for your marketing campaigns. Create contacts to Follow Up Boss from new, relevant Gmail emails, Facebook Lead Ads leads, MailChimp subscribers, JotForm submissions, and from Salesforce leads.
  • Send new Follow Up Boss contacts to Infusionsoft as new or updated contacts.

Appy Pie Automate brings together Triggers (like "New Lead") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

  • Integration for Follow Up Boss

Step By Step Guide For Creating Integrations For Follow Up Boss

  1. To integrate the Follow Up Boss app with Appy Pie Automate, search and select the app from the app directory at Connect. Select the service required and click Continue to step forward with the integration.Note: The integration with Appy Pie Automate is only possible with the paid plan of Follow Up Boss.

  2. Click Connect an Account and a pop-up screen will appear, asking for the API key of the Follow Up Boss account. Enter the API key generated from the admin account of the app and click the Yes, Continue button.

  3. Check the account connected at Appy Pie Automate & click Continue to finish the integration.

Common Issues With Follow Up Boss At Appy Pie Automate

Invalid API Token

Ensure that you are using the correct API key from Admin users, check your Follow Up Boss app account.

Kindly contact our support team online to get more information.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:20 am

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