Exact Online + Follow Up Boss Integration

Connect Exact Online to Follow Up Boss in 1 click

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Item is created or updated in Exact Online Instant
Account is created or updated in Exact Online Instant
Contact is created or updated in Exact Online Instant
Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant

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Ready Workflows for Exact Online + Follow Up Boss Integration

Just click on the workflow you want to automate

Create Exact Online contact for new Follow Up Boss contact

In order to keep your accounting and customer records in sync, when you create a contact in Follow Up Boss, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Follow Up Boss and Exact Online!

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Top 10 Most Popular Exact Online Automations from
Integrately Community

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Create Exact Online contact from new CompanyHub company

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Create Exact Online contact for new CompanyHub contact

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Create Exact Online contact for new Upnify client

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Create Exact Online contact for new X-Cart (5.5.1) customer

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Create Exact Online contact for new ScoreApp contact

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Create Exact Online contact for new Form2chat.io response

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Create Exact Online contact for new Formspark response

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Top 10 Most Popular Follow Up Boss Automations from
Integrately Community

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Connect Exact Online + Follow Up Boss Now

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You Can Also Connect Exact Online or Follow Up Boss With 1400+ Other Apps

Exact Online

Exact Online offers comprehensive business software solutions, integrating accounting, CRM, and project management to streamline your operations. Optimize your business processes with Exact Online's all-in-one platform.

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Follow Up Boss

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.

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