Engage AI + Follow Up Boss Integration

Connect Engage AI to Follow Up Boss in 1 click

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Engage AI + Follow Up Boss Integration

Create Follow Up Boss contact for new Engage AI contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new {{action.Marketing}} contact and Engage AI contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Engage AI + Follow Up Boss Integration

Create Follow Up Boss deal for new Engage AI contact

This automation makes it easy to create new deals in Follow Up Boss when a new contact is created in Engage AI. Just connect your accounts, and every time a new contact is created in Engage AI, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Engage AI + Follow Up Boss Integration

Create Follow Up Boss task for new Engage AI contact

Follow Up Boss and Engage AI are two powerful cloud-based tools that can be used to improve business productivity. Using this Follow Up Boss - Engage AI integration, you can automatically create task in Follow Up Boss whenever a new contact is created in Engage AI.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Follow Up Boss + Engage AI Integration

Create Engage AI contact for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use Engage AI to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding contact will automatically be created in Engage AI.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Engage AI + Follow Up Boss Integration
1.
  • Engage AI
    Lead is added in Engage AI
  • 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
2.
  • Engage AI
    Add lead to monitor in Engage AI
  • 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
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