Follow Up Boss + Everhour Integration

Connect Follow Up Boss to Everhour in 1 click

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Follow Up Boss + Everhour Integration

Create Everhour task for new Follow Up Boss deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Everhour each time a deal is created in Follow Up Boss. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Follow Up Boss + Everhour 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
  • Everhour
    New project in Everhour Instant
  • Everhour
    Task time updated in Everhour Instant
  • Everhour
    Timer started in Everhour Instant
  • Everhour
    Timer stopped in Everhour Instant
  • Everhour
    New client in Everhour Instant
  • Everhour
    New task in Everhour 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
  • Everhour
    Create task in Everhour
  • Everhour
    Update task in Everhour
  • Everhour
    Search task in Everhour
  • Everhour
    Delete task in Everhour
  • Everhour
    Create project in Everhour
  • Everhour
    Search project in Everhour
  • Everhour
    Add time in Everhour
  • Everhour
    Start timer in Everhour
  • Everhour
    Create client in Everhour
  • Everhour
    Create section in Everhour
  • Everhour
    Stop timer in Everhour
  • Everhour
    Search section in Everhour
  • Everhour
    Search member in Everhour
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