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Amelia + Follow Up Boss Integration

Amelia + Follow Up Boss Integration

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

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Popular Amelia + Follow Up Boss Workflows

Amelia + Follow Up Boss Integration

Create Follow Up Boss task for new Amelia booking

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

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

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

When Booking is completed in Amelia > Search contact in Follow Up Boss > Check condition > (If found) > Add tags to a contact in Follow Up Boss > (Else) > Create contact without triggering action plans in Follow Up Boss > Add tags to a contact in Follow U

When Booking is completed in Amelia, Search contact in Follow Up Boss and check condition. If condition matches then Add tags to a contact in Follow Up Boss else Create contact without triggering action plans in Follow Up Boss and Add tags to a contact in Follow Up Boss
Amelia + Follow Up Boss Integration

Create Follow Up Boss deal for new Amelia booking

In your business, you may need to track when someone is invited to an booking. 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 booking is created in Amelia, 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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What Do You Want To Automate?
Amelia + Follow Up Boss Integration
When
  • Booking is completed in Amelia
    Booking is completed in Amelia Instant
  • Booking is rescheduled in Amelia
    Booking is rescheduled in Amelia Instant
  • Booking is canceled in Amelia
    Booking is canceled in Amelia Instant
  • Booking status is changed in Amelia
    Booking status is changed in Amelia Instant
  • 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
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

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Why Amelia & Follow Up Boss Users Integrately

Amelia + Follow Up Boss Integration
Ready Automations

Integrate Amelia & Follow Up Boss 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 Amelia & Follow Up Boss 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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Anybody Can Integrate
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Zapier : 750 tasks in $19.99,
Integrately : 14,000 tasks in $19.99

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