Popular Follow Up Boss + Trengo Workflows
Create Trengo user for new Follow Up Boss contact
Create Trengo ticket for new Follow Up Boss deal
A solution to this problem is to create a ticket in Trengo whenever an deal is created in Follow Up Boss. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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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 IntegrationsTrengo is a powerful all-in-one customer communication platform that helps you build strong customer relationships. You can easily collaborate, automate, and scale support, marketing, and sales with Trengo.
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