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Gist + Follow Up Boss Integration

Gist + Follow Up Boss Integration

Connect Gist to Follow Up Boss in 1 click

Popular Gist + Follow Up Boss Workflows

Gist + Follow Up Boss Integration

Create Follow Up Boss deal for new Gist contact

This automation makes it easy to create new deal in Follow Up Boss when a new contact is created in Gist. Just connect your accounts, and every time a new contact is created in Gist, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Gist + Follow Up Boss Integration

Create Follow Up Boss contact for new Gist contact

Follow Up Boss and Gist are two separate sales tools that can be used in conjunction with one another to create a more streamlined process for sales teams. However, when you create a contact in Gist, that contact does not automatically show up in Follow Up Boss.

With this integration, a new contact will automatically be created in Follow Up Boss when an email address is captured in Gist. This makes it easy for your sales team to track leads and prospects.
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Gist + Follow Up Boss Integration

Create Follow Up Boss task for new Gist contact

Follow Up Boss and Gist are two powerful cloud-based tools that can be used to improve business productivity.

Using this automation between Follow Up Boss and Gist, you can create task in Follow Up Boss whenever a new contact is created in Gist.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads.

Setting up this automation is quick and easy, and can be done with just a few clicks!
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Follow Up Boss + Gist Integration

Create Gist contact for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use Gist to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding contact will automatically be created in Gist.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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What Do You Want To Automate?
Gist + Follow Up Boss Integration
When
  • Contact is created in Gist
    Contact is created in Gist
  • Contact is updated in Gist
    Contact is updated in Gist
  • Campaign is created in Gist
    Campaign is created in Gist
  • Form is created in Gist
    Form is created in Gist
  • Tag is added to contact in Gist
    Tag is added to contact in Gist Instant
  • Tag is removed from contact in Gist
    Tag is removed from contact in Gist Instant
  • Subscribed to a campaign in Gist
    Subscribed to a campaign in Gist Instant
  • Unsubscribed from a campaign in Gist
    Unsubscribed from a campaign in Gist Instant
  • Performed an event in Gist
    Performed an event in Gist Instant
  • 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
Automatically
  • Create or update contact in Gist
    Create or update contact in Gist
  • Find contact in Gist
    Find contact in Gist
  • Find campaign in Gist
    Find campaign in Gist
  • Add tag to an existing contact in Gist
    Add tag to an existing contact in Gist
  • Remove tag from existing contact in Gist
    Remove tag from existing contact in Gist
  • Subscribe to a campaign in Gist
    Subscribe to a campaign in Gist
  • Unsubscribe from a campaign in Gist
    Unsubscribe from a campaign in Gist
  • Get contact by id in Gist
    Get contact by id in Gist
  • 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

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Why Gist & Follow Up Boss Users Integrately

Gist + Follow Up Boss Integration
Ready Automations

Integrate Gist & Follow Up Boss 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 Gist & Follow Up Boss 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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