Follow Up Boss + ActiveTrail Integration

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Popular Follow Up Boss + ActiveTrail Workflows

Create Follow Up Boss deal for new ActiveTrail contact

This automation makes it easy to create new deals in Follow Up Boss when a new contact is created in ActiveTrail. Just connect your accounts, and every time a new contact is created in ActiveTrail, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.

Activate

Create Follow Up Boss contact for new ActiveTrail contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Follow Up Boss contact and ActiveTrail contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

Create Follow Up Boss task for new ActiveTrail contact

Follow Up Boss and ActiveTrail are two powerful cloud-based tools that can be used to improve business productivity. Using this Follow Up Boss - ActiveTrail integration, you can automatically create task in Follow Up Boss whenever a new contact is created in ActiveTrail.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!

Activate

Create ActiveTrail contact for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use ActiveTrail to manage your email marketing.

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 ActiveTrail.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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You can Add Conditions / More Apps in the next steps

Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant
Contact is added to group in ActiveTrail Instant
Contact is added via landing page in ActiveTrail Instant
Contact is added via signup form in ActiveTrail Instant
Contact is unsubscribed in ActiveTrail Instant
Contact is removed from group in ActiveTrail Instant
Contact is updated in ActiveTrail Instant

Create contact without triggering action plans in Follow Up Boss
Search contact in Follow Up Boss
Add tags to a contact in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Reassign agent in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create note in Follow Up Boss
Create deal in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Apply an action plan to a contact in Follow Up Boss
Create collaborators in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create task in Follow Up Boss
Log call in Follow Up Boss
Add contact to a group in ActiveTrail
Add a contact in ActiveTrail
Remove a contact from group in ActiveTrail
Search contact in ActiveTrail
Search group in ActiveTrail

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You Can Also Integrate Follow Up Boss & ActiveTrail With 1100+ Other Apps

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.

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ActiveTrail engages your website visitors and turns them into customers. It provides the tools you need to target customers with personalized messages, drive leads, nurture prospects, and automate repetitive tasks.

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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 & ActiveTrail with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.