Popular Follow Up Boss + Vero Workflows
Create Vero 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 Vero.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Vero contact from new Follow Up Boss contact
When Contact is created in Follow Up Boss > Check condition > Create or Update User in Vero
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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 IntegrationsVero helps marketers surface, nurture, and convert the right audiences for their business. It offers a complete suite of tools that gives each team member access to real-time analytics, intelligent messaging capabilities, and smart automation features.
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