Follow Up Boss + BaseLinker Integration

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Follow Up Boss + BaseLinker Integration

Create BaseLinker invoice from new Follow Up Boss deal

Do you use Follow Up Boss to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in BaseLinker?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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BaseLinker + Follow Up Boss Integration

Create Follow Up Boss contact from new BaseLinker order

As an online store owner, you're likely using BaseLinker 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 BaseLinker 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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BaseLinker + Follow Up Boss Integration

Create Follow Up Boss task for new BaseLinker invoice

If you use BaseLinker to manage your invoice, you can also use Follow Up Boss to create and manage task associated with those invoice. Creating a task in Follow Up Boss will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Follow Up Boss + BaseLinker 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
  • BaseLinker
    Order is created in BaseLinker
  • BaseLinker
    Invoice is created in BaseLinker
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
  • BaseLinker
    Create order in BaseLinker
  • BaseLinker
    Update order in BaseLinker
  • BaseLinker
    Search order by phone in BaseLinker
  • BaseLinker
    Search order by email in BaseLinker
  • BaseLinker
    Get order by Id in BaseLinker
  • BaseLinker
    Add invoce in BaseLinker
  • BaseLinker
    Add a tracking number in BaseLinker
  • BaseLinker
    Get order package in BaseLinker
  • BaseLinker
    Add payment in BaseLinker
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