Follow Up Boss + Cloze Integration

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1.

Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant
Person is updated in Cloze Instant
Project is updated in Cloze Instant
Company is updated in Cloze Instant

2.

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Ready Workflows for Follow Up Boss + Cloze Integration

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Most popular automation

Create Cloze person 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 - Cloze integration, anytime a new Follow Up Boss contact is created, an Cloze person 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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When Contact is created in Follow Up Boss > Check condition > Create person in Cloze

Follow Up Boss + Cloze Integration

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Who Is This Integration For?

Real Estate Agents

Sales Teams

Small Business Owners

Consultants

Customer Success Managers

Real Estate Agents

Real estate agents often struggle to keep track of communication with potential leads and clients. They find it hard to remember follow-ups and ensure no one slips through the cracks in their sales pipeline.

Sales Teams

Sales teams can find it challenging to manually update and sync contact details and communication history, which can lead to inconsistencies and missed opportunities.

Small Business Owners

Small business owners need an efficient way to manage customer relationships and ensure that all leads are followed up on promptly without spending too much time on manual tasks.

Consultants

Consultants often handle various client relationships and need a seamless way to track interactions and set reminders for client follow-ups without administrative overhead.

Customer Success Managers

Customer success managers need a reliable method to track communication and engagement history to improve client retention and ensure high satisfaction rates.

Try This Integration – No Code Needed

What Can You Automate With Follow Up Boss + Cloze

Log new contacts into FollowUpBoss

Automatically log every new contact from Cloze into FollowUpBoss. This helps you maintain an accurate client database without manual data entry, making follow-ups a breeze.

Create follow-up tasks for new leads

Whenever a new lead is entered in Cloze, automatically create a follow-up task in FollowUpBoss. This ensures you're always on top of your next steps to engage with potential clients.

Sync email interactions from Cloze to FollowUpBoss

Automatically sync your email interactions tracked in Cloze to FollowUpBoss. You’ll have all conversation history up-to-date and accessible in one place, enhancing customer communication.

Update contact details across platforms

Keep your contact information synchronized by updating details in Cloze and having them automatically reflect in FollowUpBoss. You'll save time and reduce errors in managing your contact list.

Set reminders for birthdays or special dates

When a special date is logged in Cloze, automatically set a reminder in FollowUpBoss. Never miss an important date again, strengthening your client relationships.

And much more...

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Top 10 Most Popular Follow Up Boss Automations from
Integrately Community

Just click on the workflow you want to automate

Create Follow Up Boss note for new WhatsApp message

Create Follow Up Boss contact for new Elementor Forms form submission

Create Follow Up Boss contact for new WPForms form submission

Create Follow Up Boss contact for new Survey Monkey survey response

Create Follow Up Boss contact for new WordPress user

Create Follow Up Boss note for new WhatsApp message

Create Follow Up Boss contact for new Elementor Forms form submission

Create Follow Up Boss contact for new WPForms form submission

Create Follow Up Boss contact for new Survey Monkey survey response

Create Follow Up Boss contact for new WordPress user

Create Follow Up Boss deal for new Elementor Forms form submission

Create Follow Up Boss deal for new Dotloop loop

Create Follow Up Boss task for new Manifestly Checklists checklists

Create Follow Up Boss contact for new Chatbot response

Create Follow Up Boss contact for new Funnel-Tunnel form submission

Create Follow Up Boss deal for new Elementor Forms form submission

Create Follow Up Boss deal for new Dotloop loop

Create Follow Up Boss task for new Manifestly Checklists checklists

Create Follow Up Boss contact for new Chatbot response

Create Follow Up Boss contact for new Funnel-Tunnel form submission

Top 10 Most Popular Cloze Automations from
Integrately Community

Most popular

01

Create Cloze note for new WhatsApp message

02

Create Monday.com item for updated Cloze person

03

Create Cloze person for new Notion database item

04

Create Cloze note for new Amelia booking

05

Create Cloze person for new WordPress user

cloud

app integration

06

Create Cloze note for new TextMagic message

07

Create Asana task for updated Cloze person

08

Create Cloze note for new Microsoft Office 365 message

09

Create Microsoft To-Do task for updated Cloze person

10

Create note in Cloze for Booking is cancelled in TidyCal

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You Can Also Connect Follow Up Boss or Cloze With 1400+ Other Apps

Follow Up Boss

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 Integrations

Similar Apps

Cloze

Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.

See Cloze Integrations

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