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When Form is captured in CallRail > Check any condition > Create deal in Follow Up Boss
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Popular CallRail + Follow Up Boss Workflows
When Form is captured in CallRail > Check any condition > Create deal in Follow Up Boss
When a new Form is captured in CallRail and it matches your criteria, Create deal in Follow Up Boss.
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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This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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.
When Form is captured in CallRail > Check any condition > Create contact without triggering action plans in Follow Up Boss
When a new Form is captured in CallRail and if it matches your criteria Create contact without triggering action plans in Follow Up Boss
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Create Your Own CallRail & Follow Up Boss Integration In Clicks
What Do You Want To Automate?
When
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User is created in CallRail -
Company is created in CallRail
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Session tracker is created in CallRail
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Source tracker is created in CallRail
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Phone call is completed in CallRail Instant
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Outbound call is completed in CallRail Instant
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Form is submitted in CallRail Instant
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SMS is sent in CallRail Instant
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Phone call is started in CallRail Instant
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SMS is received in CallRail Instant
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Phone call is updated in CallRail Instant
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Contact is created in Follow Up Boss Instant -
Deal is created in Follow Up Boss Instant
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Tag is added to contact in Follow Up Boss Instant
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Person stage is updated in Follow Up Boss Instant
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Appointment is created in Follow Up Boss Instant
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Deal is updated in Follow Up Boss Instant
Automatically
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Apply an action plan to a contact in Follow Up Boss
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Create note in Follow Up Boss
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Pause an action plan for a contact in Follow Up Boss
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Create contact without triggering action plans in Follow Up Boss
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Update contact without triggering action plans in Follow Up Boss
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Create collaborators in Follow Up Boss
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Reassign agent in Follow Up Boss
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Add tags to a contact in Follow Up Boss
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Change stage of a contact in Follow Up Boss
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Create inquiry or website event in Follow Up Boss
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Create deal in Follow Up Boss
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Log call in Follow Up Boss
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Create task in Follow Up Boss
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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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You Can Also Integrate CallRail & Follow Up Boss With 900+ Other Apps
CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.
See CallRail 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 IntegrationsWhy CallRail & Follow Up Boss Users ❤ Integrately
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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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