1. Home
  2. App Directory
  3. Follow Up Boss Integrations
  4. Integrating Follow Up Boss with CheckMarket by AI Agents and Assistants

Integrating Follow Up Boss with CheckMarket by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Follow Up Boss and CheckMarket

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart
20 Million man hours saved

Award Winning App Integration Platform

Integrations for Follow Up Boss
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.

About CheckMarket

CheckMarket is an enterprise survey platform that will assist you and your team in creating and implementing effective and engaging surveys as well as providing you with relevant and actionable data.

Integrations for CheckMarket
Connect Follow Up Boss + CheckMarket in easier way

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

  • Triggers
  • 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.

  • New Complete Respondent

    Triggers when a respondent has completed a survey.

  • New Partial Respondent

    Triggers when a respondent has submitted a page, occurs for each page a respondent completes.

  • Panelist Unsubscribed

    Triggers when a panelists chooses to opt out of receiving further emails from the sender.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Send Survey Invitation

    Add a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.

How Follow Up Boss & CheckMarket Integrations Work

  1. Step 1: Choose Follow Up Boss as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick CheckMarket 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 Follow Up Boss to CheckMarket.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:57 am
Book An Appointment