Follow Up Boss + Checkvist Integration

Are you looking for a way to keep track of your sales process and create task for yourself in Follow Up Boss? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Follow Up Boss for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

If you're using Follow Up Boss and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Follow Up Boss, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Follow Up Boss and Checkvist accounts and start creating deal!

When you create a new contact in Follow Up Boss, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Follow Up Boss and Checkvist!