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Follow Up Boss + Float Integration

Connect Follow Up Boss to Float in 1 click

Popular Follow Up Boss + Float Workflows

Float + Follow Up Boss Integration

Create Follow Up Boss task for new Float task

Have you ever wished that you could sync your Float task with your Follow Up Boss task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Float, a matching task will be created in Follow Up Boss. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Float and Follow Up Boss accounts.
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Follow Up Boss + Float Integration

Create Float 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 Float 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 + Float Integration

You can Add Conditions / More Apps in the next steps

  • Contact is created in Follow Up Boss
    Contact 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
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Task is created in Float
    Task is created in Float
  • Logged time is created in Float
    Logged time is created in Float
  • Logged time is updated in Float
    Logged time is updated in Float
  • Person is created in Float
    Person is created in Float
  • Project is created in Float
    Project is created in Float
  • Time off is created in Float
    Time off is created in Float
  • Client is created in Float
    Client is created in Float
  • Department is created in Float
    Department is created in Float
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to 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 collaborators in Follow Up Boss
    Create collaborators 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 task in Follow Up Boss
    Create task in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Float
    Create task in Float
  • Search task in Float
    Search task in Float
  • Update task in Float
    Update task in Float
  • Create project in Float
    Create project in Float
  • Search project in Float
    Search project in Float
  • Create logged time in Float
    Create logged time in Float
  • Update logged time in Float
    Update logged time in Float
  • Search logged time in Float
    Search logged time in Float
  • Create client in Float
    Create client in Float
  • Create time off in Float
    Create time off in Float
  • Create person in Float
    Create person in Float
  • Create milestone in Float
    Create milestone in Float
  • Create department in Float
    Create department in Float

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Why Follow Up Boss & Float Users Integrately

Follow Up Boss + Float Integration
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Integrate Follow Up Boss & Float In 1 Click And Save Time & Money Both

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