Follow Up Boss + Embudos.ai Integration

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Embudos.ai + Follow Up Boss Integration

Create Follow Up Boss contact for new Embudos.ai response

When someone completes your Embudos.ai, a new contact is automatically created in your Follow Up Boss. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Embudos.ai is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Embudos.ai - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.
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Embudos.ai + Follow Up Boss Integration

Create Follow Up Boss task for new Embudos.ai event

Creating task in Follow Up Boss is a great way to keep track of task that need to be completed when an event is created in your Embudos.ai account.

With the help of this integration, when an event is created, a task will be automatically created in Follow Up Boss and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Follow Up Boss + Embudos.ai 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
  • Embudos.ai
    Contact is created or updated in Embudos.ai Instant
  • Embudos.ai
    Form response is created in Embudos.ai Instant
  • Embudos.ai
    Product is created in Embudos.ai Instant
  • Embudos.ai
    Product is updated in Embudos.ai Instant
  • Embudos.ai
    Order is created in Embudos.ai Instant
  • Embudos.ai
    Order is updated in Embudos.ai Instant
  • Embudos.ai
    Booking is created in Embudos.ai 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
  • Embudos.ai
    Create member in Embudos.ai
  • Embudos.ai
    Search member in Embudos.ai
  • Embudos.ai
    Delete member in Embudos.ai
  • Embudos.ai
    Update member in Embudos.ai
  • Embudos.ai
    Delete contact in Embudos.ai
  • Embudos.ai
    Search contact in Embudos.ai
  • Embudos.ai
    Update contact in Embudos.ai
  • Embudos.ai
    Create or update contact in Embudos.ai
  • Embudos.ai
    Create product in Embudos.ai
  • Embudos.ai
    Update product in Embudos.ai
  • Embudos.ai
    Search product in Embudos.ai
  • Embudos.ai
    Create member group in Embudos.ai
  • Embudos.ai
    Update member group in Embudos.ai
  • Embudos.ai
    Delete member group in Embudos.ai
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