Follow Up Boss + Freshservice Integration

Connect Follow Up Boss to Freshservice in 1 click

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1.
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Freshservice
    Ticket is created in Freshservice
  • Freshservice
    Ticket is updated in Freshservice
  • Freshservice
    Requester is created in Freshservice
  • Freshservice
    Requester is updated in Freshservice
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2.

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Ready Workflows Ready Workflows   for Follow Up Boss + Freshservice Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Freshservice + Follow Up Boss Integration

Create Follow Up Boss contact from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Follow Up Boss. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Follow Up Boss integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Follow Up Boss.

This makes it easy to keep track of your support tickets and contacts in one place.
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Follow Up Boss + Freshservice Integration

Create Freshservice 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 Freshservice 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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Automations

Top 10 Most Popular Follow Up Boss Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Follow Up Boss logo
Create Follow Up Boss note for new WhatsApp message
Activate
Elementor Forms logo
Follow Up Boss logo
Create Follow Up Boss contact for new Elementor Forms form submission
Activate
WPForms logo
Follow Up Boss logo
Create Follow Up Boss contact for new WPForms form submission
Activate
Survey Monkey logo
Follow Up Boss logo
Create Follow Up Boss contact for new Survey Monkey survey response
Activate
WordPress logo
Follow Up Boss logo
Create Follow Up Boss contact for new WordPress user
Activate
WhatsApp logo
Follow Up Boss logo
Create Follow Up Boss note for new WhatsApp message
Activate
Elementor Forms logo
Follow Up Boss logo
Create Follow Up Boss contact for new Elementor Forms form submission
Activate
WPForms logo
Follow Up Boss logo
Create Follow Up Boss contact for new WPForms form submission
Activate
Survey Monkey logo
Follow Up Boss logo
Create Follow Up Boss contact for new Survey Monkey survey response
Activate
WordPress logo
Follow Up Boss logo
Create Follow Up Boss contact for new WordPress user
Activate
Elementor Forms logo
Follow Up Boss logo
Create Follow Up Boss deal for new Elementor Forms form submission
Activate
Dotloop logo
Follow Up Boss logo
Create Follow Up Boss deal for new Dotloop loop
Activate
Manifestly Checklists logo
Follow Up Boss logo
Create Follow Up Boss task for new Manifestly Checklists checklists
Activate
Chatbot logo
Follow Up Boss logo
Create Follow Up Boss contact for new Chatbot response
Activate
Funnel-Tunnel logo
Follow Up Boss logo
Create Follow Up Boss contact for new Funnel-Tunnel form submission
Activate
Elementor Forms logo
Follow Up Boss logo
Create Follow Up Boss deal for new Elementor Forms form submission
Activate
Dotloop logo
Follow Up Boss logo
Create Follow Up Boss deal for new Dotloop loop
Activate
Manifestly Checklists logo
Follow Up Boss logo
Create Follow Up Boss task for new Manifestly Checklists checklists
Activate
Chatbot logo
Follow Up Boss logo
Create Follow Up Boss contact for new Chatbot response
Activate
Funnel-Tunnel logo
Follow Up Boss logo
Create Follow Up Boss contact for new Funnel-Tunnel form submission
Activate

Top 10 Most Popular Freshservice Automations from
Integrately Community

Most popularmost-popular-automations
01
Freshservice logo
Aha! logo
Create Aha! feature for new Freshservice ticket
02
Freshservice logo
Microsoft Excel logo
Create Microsoft Excel row for new Freshservice ticket
03
Freshservice logo
Telegram logo
Send Telegram message for new Freshservice ticket
04
Freshservice logo
ClickSend SMS logo
Create ClickSend SMS contact for new Freshservice ticket
05
Freshservice logo
Slack logo
Send Slack message for new Freshservice ticket
cloud
Freshservice
app integration
06
Freshservice logo
Online Live Support logo
Send Online Live Support message for new Freshservice ticket
07
Freshservice logo
Microsoft Teams logo
Send Microsoft Teams message for new Freshservice ticket
08
Freshservice logo
Google Sheets logo
Create Google Sheets row for new Freshservice ticket
09
Freshservice logo
Google Sheets logo
Create Google Sheets row for new Freshservice requester
10
Chatbot logo
Freshservice logo
Create Freshservice ticket for new Chatbot response
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How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

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

Follow Up Boss
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.
Freshservice
Freshservice
Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.