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Follow Up Boss + Flexie CRM Integration

Follow Up Boss + Flexie CRM Integration

Connect Follow Up Boss to Flexie CRM in 1 click

Popular Follow Up Boss + Flexie CRM Workflows

Follow Up Boss + Flexie CRM Integration

Create Flexie CRM deal from new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales pipeline, you'll want to take advantage of our integration with Flexie CRM. This allows you to create deal in Flexie CRM whenever a new contact is created in Follow Up Boss.

This makes it easy to keep track of your sales process and ensures that all your data is organized in one place. To get started, simply connect your accounts and we'll take care of the rest!
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Create Your Own Follow Up Boss & Flexie CRM Integration In Clicks

What Do You Want To Automate?
Follow Up Boss + Flexie CRM Integration
When
  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  •  Universal trigger in Flexie CRM
    Universal trigger in Flexie CRM Instant
Automatically
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss
  • Create contact in Flexie CRM
    Create contact in Flexie CRM
  • Create lead in Flexie CRM
    Create lead in Flexie CRM
  • Create account in Flexie CRM
    Create account in Flexie CRM
  • Search lead in Flexie CRM
    Search lead in Flexie CRM
  • Update lead in Flexie CRM
    Update lead in Flexie CRM
  • Search contact in Flexie CRM
    Search contact in Flexie CRM
  • Update contact in Flexie CRM
    Update contact in Flexie CRM
  • Search account in Flexie CRM
    Search account in Flexie CRM
  • Update account  in Flexie CRM
    Update account in Flexie CRM
  • Create deal in Flexie CRM
    Create deal in Flexie CRM
  • Search deal  in Flexie CRM
    Search deal in Flexie CRM
  • Update deal in Flexie CRM
    Update deal in Flexie CRM
  • Create custom entity in Flexie CRM
    Create custom entity in Flexie CRM
  • Search custom entity in Flexie CRM
    Search custom entity in Flexie CRM
  • Update custom entity  in Flexie CRM
    Update custom entity in Flexie CRM

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Why Follow Up Boss & Flexie CRM Users Integrately

Follow Up Boss + Flexie CRM Integration
Ready Automations

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Follow Up Boss & Flexie CRM with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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Zapier : 750 tasks in $19.99,
Integrately : 14,000 tasks in $19.99

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