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Follow Up Boss + Freshworks CRM Integration

Follow Up Boss + Freshworks CRM Integration

Connect Follow Up Boss to Freshworks CRM in 1 click

Popular Follow Up Boss + Freshworks CRM Workflows

Follow Up Boss + Freshworks CRM Integration

Create Freshworks 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 Freshworks CRM. This allows you to create deal in Freshworks 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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Freshworks CRM + Follow Up Boss Integration

Create Follow Up Boss deal from new Freshworks CRM contact

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

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!
See more
Freshworks CRM + Follow Up Boss Integration

Create Follow Up Boss task for new Freshworks CRM contact

In Freshworks CRM, when you create a contact, it automatically creates a task in Follow Up Boss for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Create Your Own Follow Up Boss & Freshworks CRM Integration In Clicks

What Do You Want To Automate?
Follow Up Boss + Freshworks 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
  • Contact is created in Freshworks CRM
    Contact is created in Freshworks CRM
  • Account is created in Freshworks CRM
    Account is created in Freshworks CRM
  • Deal is created in Freshworks CRM
    Deal is created in Freshworks CRM
  • Task is created in Freshworks CRM
    Task is created in Freshworks CRM
  • Contact is updated in Freshworks CRM
    Contact is updated in Freshworks CRM
  • Account is updated in Freshworks CRM
    Account is updated in Freshworks CRM
  • Deal is updated in Freshworks CRM
    Deal is updated in Freshworks CRM
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
  • Find contact by email in Freshworks CRM
    Find contact by email in Freshworks CRM
  • Find contact by id in Freshworks CRM
    Find contact by id in Freshworks CRM
  • Find account by id in Freshworks CRM
    Find account by id in Freshworks CRM
  • Find deal by id in Freshworks CRM
    Find deal by id in Freshworks CRM
  • Find account by name in Freshworks CRM
    Find account by name in Freshworks CRM
  • Find deal by name in Freshworks CRM
    Find deal by name in Freshworks CRM
  • Create contact in Freshworks CRM
    Create contact in Freshworks CRM
  • Create account in Freshworks CRM
    Create account in Freshworks CRM
  • Create deal in Freshworks CRM
    Create deal in Freshworks CRM
  • Create task for contact in Freshworks CRM
    Create task for contact in Freshworks CRM
  • Create task for an account in Freshworks CRM
    Create task for an account in Freshworks CRM
  • Create task for deal in Freshworks CRM
    Create task for deal in Freshworks CRM
  • Mark task as completed in Freshworks CRM
    Mark task as completed in Freshworks CRM
  • Add note to a contact in Freshworks CRM
    Add note to a contact in Freshworks CRM
  • Add note to a deal in Freshworks CRM
    Add note to a deal in Freshworks CRM
  • Add note to an account in Freshworks CRM
    Add note to an account in Freshworks CRM
  • Update contact in Freshworks CRM
    Update contact in Freshworks CRM

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etc. And that is also really easy in Integrately.

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Why Follow Up Boss & Freshworks CRM Users Integrately

Follow Up Boss + Freshworks CRM Integration
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Integrate Follow Up Boss & Freshworks 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 & Freshworks 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,
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