Freshdesk + Follow Up Boss Integration

Connect Freshdesk to Follow Up Boss in 1 click

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Popular Freshdesk + Follow Up Boss Workflows

Create Freshdesk ticket for new Follow Up Boss deal

Follow Up Boss is a great tool for managing customer relationships. However, when an deal is created in Follow Up Boss, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Freshdesk whenever an deal is created in Follow Up Boss. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.

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Create Freshdesk ticket for new Follow Up Boss contact

Follow Up Boss + Freshdesk Integration

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Create Freshdesk user for new Follow Up Boss contact

Follow Up Boss + Freshdesk Integration

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You can Add Conditions / More Apps in the next steps

Ticket is updated in Freshdesk
Ticket note is created in Freshdesk
Ticket is created in Freshdesk
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

Create Ticket in Freshdesk
Add Notes to a Ticket in Freshdesk
Update ticket in Freshdesk
Get ticket by Id in Freshdesk
Create Contact in Freshdesk
Update contact in Freshdesk
Create Company in Freshdesk
Search company in Freshdesk
Search contact in Freshdesk
Create Forum in Freshdesk
Create Forum Category in Freshdesk
Get group by Id in Freshdesk
Get agent by Id in Freshdesk
Create a forum topic in Freshdesk
Create contact without triggering action plans in Follow Up Boss
Search contact in Follow Up Boss
Add tags to a contact in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Reassign agent in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create note in Follow Up Boss
Create deal in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Apply an action plan to a contact in Follow Up Boss
Create collaborators in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create task in Follow Up Boss
Log call in Follow Up Boss

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You Can Also Integrate Freshdesk & Follow Up Boss With 1100+ Other Apps

Freshdesk is your one-stop shop for customer support, combining email, phone and social media channels into a single interface. It's easy to use, flexible to customize and delivers a great experience for your customers.

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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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