Follow Up Boss + AccuFunnels Integration

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Popular Follow Up Boss + AccuFunnels Workflows

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AccuFunnels + Follow Up Boss Integration

Create Follow Up Boss contact from new AccuFunnels order

As an online store owner, you're likely using AccuFunnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate AccuFunnels with Follow Up Boss? This integration will allow you to automatically create a contact for each new order in Follow Up Boss.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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AccuFunnels + Follow Up Boss Integration

Create Follow Up Boss task for new AccuFunnels event

Creating task in Follow Up Boss is a great way to keep track of task that need to be completed when an event is created in your AccuFunnels account.

With the help of this integration, when an event is created, a task will be automatically created in Follow Up Boss and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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AccuFunnels + Follow Up Boss Integration

Create Follow Up Boss deal for new AccuFunnels event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Follow Up Boss.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in AccuFunnels, it will trigger a corresponding deal creation in Follow Up Boss.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Follow Up Boss + AccuFunnels Integration
1.
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • AccuFunnels
    Contact is created or updated in AccuFunnels Instant
  • AccuFunnels
    Form response is created in AccuFunnels Instant
  • AccuFunnels
    Order is created in AccuFunnels Instant
  • AccuFunnels
    Order is updated in AccuFunnels Instant
  • AccuFunnels
    Product is created in AccuFunnels Instant
  • AccuFunnels
    Product is updated in AccuFunnels Instant
  • AccuFunnels
    Booking is created in AccuFunnels Instant
2.
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
  • AccuFunnels
    Delete contact in AccuFunnels
  • AccuFunnels
    Search contact in AccuFunnels
  • AccuFunnels
    Update contact in AccuFunnels
  • AccuFunnels
    Create contact in AccuFunnels
  • AccuFunnels
    Create product in AccuFunnels
  • AccuFunnels
    Update product in AccuFunnels
  • AccuFunnels
    Search product in AccuFunnels
  • AccuFunnels
    Create member in AccuFunnels
  • AccuFunnels
    Delete member in AccuFunnels
  • AccuFunnels
    Update member in AccuFunnels
  • AccuFunnels
    Create member group in AccuFunnels
  • AccuFunnels
    Update member group in AccuFunnels
  • AccuFunnels
    Delete member group in AccuFunnels
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