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Follow Up Boss + Close Integration

Follow Up Boss + Close Integration

Connect Follow Up Boss to Close in 1 click

Popular Follow Up Boss + Close Workflows

Follow Up Boss + Close Integration

Create Close opportunity from new Follow Up Boss contact

Anytime a new contact is created in your Follow Up Boss, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Follow Up Boss - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Follow Up Boss + Close Integration

Create Close contact for new Follow Up Boss contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Follow Up Boss - Close integration, anytime a new Follow Up Boss contact is created, an Close contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Follow Up Boss + Close Integration

Create Close task for new Follow Up Boss contact

In Follow Up Boss, when you create a contact, it automatically creates a task in Close 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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Close + Follow Up Boss Integration

Create Follow Up Boss deal from new Close contact

Anytime a new contact is created in your Close, a new deal will automatically be created in your Follow Up Boss. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Close - Follow Up Boss integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Close + Follow Up Boss Integration

Create Follow Up Boss contact for new Close contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Close - Follow Up Boss integration, anytime a new Close contact is created, an Follow Up Boss contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Close + Follow Up Boss Integration

Create Follow Up Boss task for new Close contact

In Close, 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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Create Your Own Follow Up Boss & Close Integration In Clicks

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Follow Up Boss + Close Integration

You can Add Conditions / More Apps in the next steps

  • Lead is created using search query in Close
    Lead is created using search query in Close
  • Note is created in Close
    Note is created in Close
  • Contact is created in Close
    Contact is created in Close Instant
  • Call is created in Close
    Call is created in Close Instant
  • Email is created in Close
    Email is created in Close Instant
  • Lead Status change is created in Close
    Lead Status change is created in Close Instant
  • Membership is activated in Close
    Membership is activated in Close Instant
  • Opportunity status change is created in Close
    Opportunity status change is created in Close Instant
  • Email Sequence Subscription created or updated in Close
    Email Sequence Subscription created or updated in Close Instant
  • Call is updated in Close
    Call is updated in Close Instant
  • Custom activity is created or updated in Close
    Custom activity is created or updated in Close Instant
  • Export is created in Close
    Export is created in Close Instant
  • Lead is created in Close
    Lead is created in Close Instant
  • Meeting is created in Close
    Meeting is created in Close Instant
  • Opportunity is created in Close
    Opportunity is created in Close Instant
  • SMS is created in Close
    SMS is created in Close 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
  • Contact is updated in Close
    Contact is updated in Close Instant
  • Task is created in lead in Close
    Task is created in lead in Close Instant
  • Search email sequence subscription in Close
    Search email sequence subscription in Close
  • Create contact in Close
    Create contact in Close
  • Create lead in Close
    Create lead in Close
  • Update lead in Close
    Update lead in Close
  • Add address to lead in Close
    Add address to lead in Close
  • Delete logged call in Close
    Delete logged call in Close
  • Delete email in Close
    Delete email in Close
  • Delete email address from contact in Close
    Delete email address from contact in Close
  • Merge two leads in Close
    Merge two leads in Close
  • Create bulk email in Close
    Create bulk email in Close
  • Create bulk sequence subscription action in Close
    Create bulk sequence subscription action in Close
  • Run activity overview report in Close
    Run activity overview report in Close
  • Create call in Close
    Create call in Close
  • Create email in Close
    Create email in Close
  • Create custom activity in Close
    Create custom activity in Close
  • Create export in Close
    Create export in Close
  • Create note in Close
    Create note in Close
  • Create opportunity in Close
    Create opportunity in Close
  • Run sent email report in Close
    Run sent email report in Close
  • Run opportunity report in Close
    Run opportunity report in Close
  • Create smart view in Close
    Create smart view in Close
  • Subscribe Contact to Email Sequence in Close
    Subscribe Contact to Email Sequence in Close
  • Run status change report in Close
    Run status change report in Close
  • Create SMS in Close
    Create SMS in Close
  • Create task in Close
    Create task in Close
  • Update call in Close
    Update call in Close
  • Toggle Forwarding on Phone Number in Close
    Toggle Forwarding on Phone Number in Close
  • Update custom activity in Close
    Update custom activity in Close
  • Update contact in Close
    Update contact in Close
  • Update opportunity in Close
    Update opportunity in Close
  • Update note in Close
    Update note in Close
  • Update smart view in Close
    Update smart view in Close
  • Update email sequence subscription in Close
    Update email sequence subscription in Close
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Update task in Close
    Update task in Close
  • 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 Close
    Search contact in Close
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss
  • Search opportunity in Close
    Search opportunity in Close
  • Search call in Close
    Search call in Close
  • Search custom activity in Close
    Search custom activity in Close
  • Search email sequence subscription in Close
    Search email sequence subscription in Close
  • Search lead in Close
    Search lead in Close
  • Search user in Close
    Search user in Close
  • Search number of Leads in Query in Close
    Search number of Leads in Query in Close
  • Search connected account in Close
    Search connected account in Close
  • Search note in Close
    Search note in Close
  • Search task in Close
    Search task in Close
  • Get activity by id in Close
    Get activity by id in Close

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Follow Up Boss + Close Integration
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