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Follow Up Boss + Freshservice Integration

Follow Up Boss + Freshservice Integration

Integrately lets you integrate Follow Up Boss and Freshservice instantly - without any learning curve.

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Popular Follow Up Boss + Freshservice Workflows

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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Freshservice + Follow Up Boss Integration

Create Follow Up Boss contact from new Freshservice ticket

If you're using Freshservice to manage your customer support ticket, 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 automation to create a connection between the two platforms so that any new ticket created in Freshservice will automatically create a contact in Follow Up Boss.

This makes it easy to keep track of your support ticket and contact in one place. You can also track interactions with your customers and send them targeted marketing content based on their specific interests.
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Create Your Own Follow Up Boss & Freshservice Integration In Clicks

What Do You Want To Automate?
Follow Up Boss + Freshservice 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
  • Ticket is created in Freshservice
    Ticket is created in Freshservice
  • Ticket is updated in Freshservice
    Ticket is updated in Freshservice
  • Requester is created in Freshservice
    Requester is created in Freshservice
  • Requester is updated in Freshservice
    Requester is updated in Freshservice
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 ticket in Freshservice
    Create ticket in Freshservice
  • Create requester in Freshservice
    Create requester in Freshservice

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Why Follow Up Boss & Freshservice Users Integrately

Follow Up Boss + Freshservice Integration
Ready Automations

Integrate Follow Up Boss & Freshservice 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 & Freshservice 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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