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Follow Up Boss + EasyPractice Integration

Follow Up Boss + EasyPractice Integration

Integrately lets you integrate Follow Up Boss and EasyPractice instantly - without any learning curve.

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Popular Follow Up Boss + EasyPractice Workflows

EasyPractice + Follow Up Boss Integration

Create Follow Up Boss task for new EasyPractice event

Creating a task in Follow Up Boss for every event created in EasyPractice can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since EasyPractice is often used to manage large or multi-day events, having Follow Up Boss record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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EasyPractice + Follow Up Boss Integration

Create Follow Up Boss contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Follow Up Boss contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Follow Up Boss automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Create Your Own Follow Up Boss & EasyPractice Integration In Clicks

What Do You Want To Automate?
Follow Up Boss + EasyPractice Integration
When
  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • New appointment  in EasyPractice
    New appointment in EasyPractice
  • New client in EasyPractice
    New client in EasyPractice
  • New invoice in EasyPractice
    New invoice in EasyPractice
  • Client deactivated in EasyPractice
    Client deactivated in EasyPractice
Automatically
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss

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Why Follow Up Boss & EasyPractice Users Integrately

Follow Up Boss + EasyPractice Integration
Ready Automations

Integrate Follow Up Boss & EasyPractice In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Follow Up Boss & EasyPractice with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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Zapier : 750 tasks in $19.99,
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