Follow Up Boss + awork Integration

Connect Follow Up Boss to awork in 1 click

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Follow Up Boss + awork Integration

Create awork task for new Follow Up Boss contact

Follow Up Boss and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Follow Up Boss, do you also create a task in awork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Follow Up Boss + awork Integration

Create awork task for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in awork to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and awork, creating task in awork is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in awork to keep your team up-to-date.
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awork + Follow Up Boss Integration

Create Follow Up Boss contact for new awork client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this awork - Follow Up Boss integration, anytime a new awork client is created, an Follow Up Boss contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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awork + Follow Up Boss Integration

Create Follow Up Boss deal from new awork client

Anytime a new client is created in your awork, a new deal will automatically be created in your Follow Up Boss. This ensures that all of your deal are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This awork - Follow Up Boss integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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awork + Follow Up Boss Integration

Create Follow Up Boss task for new awork task

Have you ever wished that you could sync your awork task with your Follow Up Boss task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in awork, a matching task will be created in Follow Up Boss. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your awork and Follow Up Boss accounts.
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awork + Follow Up Boss Integration

Create Follow Up Boss task for new awork client

In awork, when you create a client, it automatically creates a task in Follow Up Boss for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Create Your Own Follow Up Boss & awork Integration In Clicks

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Follow Up Boss + awork 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
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork 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
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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Integrate Follow Up Boss & awork In 1 Click
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