Follow Up Boss + ClickMeeting Integration

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Popular Follow Up Boss + ClickMeeting Workflows

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Follow Up Boss + ClickMeeting 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
  • ClickMeeting
    New attendee registers in ClickMeeting
  • ClickMeeting
    New attendee has participated in ClickMeeting
  • ClickMeeting
    New event is created in ClickMeeting
  • ClickMeeting
    New event is created with registration in ClickMeeting
2.
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update 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
  • ClickMeeting
    Add new registrant in ClickMeeting
  • ClickMeeting
    Create new event in ClickMeeting
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750 Tasks
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2,000 Tasks
in $19.99
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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.

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ClickMeeting comes with features such as high-quality video conferencing, screen sharing and built-in collaboration tools. You can connect participants from anywhere in the world with just one click!

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