Popular Follow Up Boss + Klenty Workflows
Create Klenty contact for new Follow Up Boss contact
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding contact will automatically be created in Klenty.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Klenty contact from new Follow Up Boss contact
Unsubscribe prospect in Klenty for Deal is created in Follow Up Boss
When Contact is created in Follow Up Boss > Check condition > Create prospect in Klenty
When Prospect is unsubscribed in Klenty > Check any condition > Create deal in Follow Up Boss
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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 IntegrationsKlenty is an AI-powered sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale. It gives you more time for sales calls, networking, closing deals and your actual work.
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