Popular Follow Up Boss + Flowlu Workflows
Create Follow Up Boss task for new Flowlu opportunity
Create Flowlu contact for new Follow Up Boss contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Follow Up Boss - Flowlu integration, anytime a new Follow Up Boss contact is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Flowlu task for new Follow Up Boss contact
When you create a contact in Follow Up Boss, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Flowlu task for new Follow Up Boss deal
With our integration between Follow Up Boss and Flowlu, creating task in Flowlu is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
When Contact is created in Follow Up Boss > Check any condition > Create task in Flowlu
When Contact is created in Follow Up Boss > Check condition > Create contact in Flowlu
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Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
See Follow Up Boss IntegrationsFlowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.
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