AITable.ai + Follow Up Boss Integration

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1. Select when the automation is executed

2. Select what action you want to automate

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Scheduled time reached in AITable.ai
Triggers the automation when a scheduled time is reached
Instant
Record matches conditions in AITable.ai
Triggers the automation when a record meets specified conditions
Instant
Form is submitted in AITable.ai
Triggers the automation when a form is submitted
Instant
Record is created in AITable.ai
Triggers the automation when a new record is created
Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
Instant
Deal is created in Follow Up Boss
Triggers the automation when a deal is created
Instant
Deal is updated in Follow Up Boss
Triggers the automation when a deal is updated
Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
Instant

Create record in AITable.ai
Automatically creates a new record
Search record in AITable.ai
Automatically searches for a specific record
Update record in AITable.ai
Automatically updates an existing record
Delete record in AITable.ai
Automatically deletes a record
Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
Search deal in Follow Up Boss
Retrieves and find a deal
Create contact without triggering action plans in Follow Up Boss
Adds new contact without initiating any automated follow-up sequences
Search contact in Follow Up Boss
Finds and retrieves contact information
Add tags to a contact in Follow Up Boss
Adds tags to a contact
Update contact without triggering action plans in Follow Up Boss
Updates contact details without initiating any action sequences
Reassign agent in Follow Up Boss
Reassigns the task to a different agent
Change stage of a contact in Follow Up Boss
Updates the stage of a contact based on particular criteria
Create note in Follow Up Boss
Creates a new note in the particular format
Create deal in Follow Up Boss
Generates a new deal with
Create inquiry or website event in Follow Up Boss
Creates a new inquiry or logs a website event
Apply an action plan to a contact in Follow Up Boss
Applies an action plan to a contact
Create collaborators in Follow Up Boss
Invites team members to collaborate on projects and share resources
Pause an action plan for a contact in Follow Up Boss
Pauses the action plan for a contact
Create task in Follow Up Boss
Creates a new task
Log call in Follow Up Boss
Record and save call details for future reference

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You Can Also Connect AITable.ai or Follow Up Boss With 1200+ Other Apps

AITable.ai revolutionizes data management with a seamless database-spreadsheet interface, customizable forms, & AI-powered features like automated chatbots. It offers a user-friendly experience ideal for project management, CRM, and boosting productivity.

See AITable.ai Integrations

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 Integrations