Ready workflows for Follow Up Boss + easybill Integration
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Create easybill contact for new Follow Up Boss contact
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 - easybill integration, anytime a new Follow Up Boss contact is created, an easybill 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.
Create easybill task for new Follow Up Boss contact
When you create a contact in Follow Up Boss, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create easybill task for new Follow Up Boss deal
With our integration between Follow Up Boss and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in easybill to keep your team up-to-date.
When Contact is created in Follow Up Boss > Check any condition > Create task in easybill
When Contact is created in Follow Up Boss > Check condition > Create contact in easybill
When Contact is created in Follow Up Boss > Check condition > Create Customer in easybill
When Contact is created in Follow Up Boss > Check condition > Create customer group in easybill
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Create Your Own Follow Up Boss & easybill Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Follow Up Boss & easybill
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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.
See Follow Up Boss Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
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