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CallRail + Follow Up Boss Integration

CallRail + Follow Up Boss Integration

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

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Popular CallRail + Follow Up Boss Workflows

CallRail + Follow Up Boss Integration

Create Follow Up Boss task for new CallRail contact

In CallRail, when you create a contact, it automatically creates a task in Follow Up Boss for that contact. 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 contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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CallRail + Follow Up Boss Integration

When Form is captured in CallRail > Search contact in Follow Up Boss > Check condition > (If found) > Create deal in Follow Up Boss > (Else) > Create contact without triggering action plans in Follow Up Boss > Create deal in Follow Up Boss

When Form is captured in CallRail then Search contact in Follow Up Boss and check condition. If condition matches then Create deal in Follow Up Boss, else Create contact without triggering action plans in Follow Up Boss and Create deal in Follow Up Boss.

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Create Your Own CallRail & Follow Up Boss Integration In Clicks

What Do You Want To Automate?
CallRail + Follow Up Boss Integration
When
  • User is created in CallRail
    User is created in CallRail
  • Company is created in CallRail
    Company is created in CallRail
  • Session tracker is created in CallRail
    Session tracker is created in CallRail
  • Source tracker is created in CallRail
    Source tracker is created in CallRail
  • Phone call is completed in CallRail
    Phone call is completed in CallRail Instant
  • Outbound call is completed in CallRail
    Outbound call is completed in CallRail Instant
  • Form is submitted in CallRail
    Form is submitted in CallRail Instant
  • SMS is sent in CallRail
    SMS is sent in CallRail Instant
  • Phone call is started in CallRail
    Phone call is started in CallRail Instant
  • SMS is received in CallRail
    SMS is received in CallRail Instant
  • Phone call is updated in CallRail
    Phone call is updated in CallRail 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 CallRail & Follow Up Boss Users Integrately

CallRail + Follow Up Boss Integration
Ready Automations

Integrate CallRail & 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 CallRail & 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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