Follow Up Boss + Desku.io Integration

Connect Follow Up Boss to Desku.io in 1 click

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Follow Up Boss + Desku.io Integration

Create Desku.io ticket for new Follow Up Boss deal

Follow Up Boss is a great tool for managing customer relationships. However, when an deal is created in Follow Up Boss, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Desku.io whenever an deal is created in Follow Up Boss. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Desku.io + Follow Up Boss Integration

Create Follow Up Boss contact from new Desku.io ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Follow Up Boss. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Follow Up Boss integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Follow Up Boss.

This makes it easy to keep track of your support tickets and contacts in one place.
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Follow Up Boss + Desku.io 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
  • Desku.io
    New ticket is created in Desku.io Instant
  • Desku.io
    Ticket tag changed in Desku.io Instant
  • Desku.io
    Ticket priority changed in Desku.io Instant
  • Desku.io
    Ticket agent is changed in Desku.io Instant
  • Desku.io
    Ticket status is changed in Desku.io Instant
  • Desku.io
    Customer is added or updated in Desku.io Instant
  • Desku.io
    New customer is added in Desku.io Instant
  • Desku.io
    Customer is updated in Desku.io Instant
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
  • Desku.io
    Create new ticket in Desku.io
  • Desku.io
    Create new customer in Desku.io
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