Follow Up Boss + Everhour Integration

Connect Follow Up Boss to Everhour - Automate your workflows in 1-click

Make use of Follow Up Boss automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Everhour automations to track your progress towards goals, receive motivational nudges, and visualize your achievements. Skip the manual back and forth! Easily automate the flow of data between Follow Up Boss & Everhour using Integrately.
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Ready Workflows For Follow Up Boss + Everhour Integration

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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

    Triggers the automation when a new contact is created

    Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss

    Triggers the automation when a tag is added

    Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss

    Triggers the automation when a person's stage is updated

    Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss

    Triggers the automation when a deal is created

    Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss

    Triggers the automation when a deal is updated

    Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss

    Triggers the automation when a new appointment is created

    Instant
  • Everhour
    New project in Everhour

    Triggers the automation when a new project is addded

    Instant
  • Everhour
    Task time updated in Everhour

    Triggers the automation when a task time is updated

    Instant
  • Everhour
    Timer started in Everhour

    Triggers the automation when a timer is started

    Instant
  • Everhour
    Timer stopped in Everhour

    Triggers the automation when the timer is stopped

    Instant
  • Everhour
    New client in Everhour

    Triggers the automation when a new client is added to the system

    Instant
  • Everhour
    New task in Everhour

    Triggers the automation when a new task is added

    Instant
2.
  • Follow Up Boss
    Search deal in Follow Up Boss

    Retrieves and find a deal

  • Follow Up Boss
    Update deal in Follow Up Boss

    Updates deal information based on new criteria or changes

  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss

    Adds new contact without initiating any automated follow-up sequences

  • Follow Up Boss
    Search contact in Follow Up Boss

    Finds and retrieves contact information

  • Follow Up Boss
    Add tags to a contact in Follow Up Boss

    Adds tags to a contact

  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss

    Updates contact details without initiating any action sequences

  • Follow Up Boss
    Reassign agent in Follow Up Boss

    Reassigns the task to a different agent

  • Follow Up Boss
    Change stage of a contact in Follow Up Boss

    Updates the stage of a contact based on particular criteria

  • Follow Up Boss
    Create note in Follow Up Boss

    Creates a new note in the particular format

  • Follow Up Boss
    Create deal in Follow Up Boss

    Generates a new deal with

  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss

    Creates a new inquiry or logs a website event

  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss

    Applies an action plan to a contact

  • Follow Up Boss
    Create collaborators in Follow Up Boss

    Invites team members to collaborate on projects and share resources

  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss

    Pauses the action plan for a contact

  • Follow Up Boss
    Create task in Follow Up Boss

    Creates a new task

  • Follow Up Boss
    Log call in Follow Up Boss

    Record and save call details for future reference

  • Everhour
    Create task in Everhour

    Creates a new task

  • Everhour
    Update task in Everhour

    Updates the task with new information or changes

  • Everhour
    Search task in Everhour

    Searches for a task

  • Everhour
    Delete task in Everhour

    Removes a particular task

  • Everhour
    Create project in Everhour

    Creates a new project

  • Everhour
    Search project in Everhour

    Searches for a project

  • Everhour
    Add time in Everhour

    Track and add time spent on tasks

  • Everhour
    Start timer in Everhour

    Initiates a countdown or stopwatch for tracking time

  • Everhour
    Create client in Everhour

    Generates a new client profile

  • Everhour
    Create section in Everhour

    Creates a new section

  • Everhour
    Stop timer in Everhour

    Stops the timer countdown

  • Everhour
    Search section in Everhour

    Searches for a section

  • Everhour
    Search member in Everhour

    Searches for a member with

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Follow Up Boss & Everhour In 1 Click
And Save Time & Money Both

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