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Integrating SugarCRM with Follow Up Boss by AI Agents and Assistants

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

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Integrations for SugarCRM
About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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.

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

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

  • Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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

    Create a new case

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How SugarCRM & Follow Up Boss Integrations Work

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

    (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, 2:13 am
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