Follow Up Boss + Groove Integration

Connect Follow Up Boss to Groove - Automate your workflows in 1-click

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Create Groove ticket for new Follow Up Boss contact

Follow Up Boss + Groove Integration

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Create Groove 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 Groove 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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to automate repetitive tasks between Follow Up Boss & Groove

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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
Agent is created in Groove
Agent is replied in Groove Instant
Agent is invited in Groove Instant
Agent is archived in Groove Instant
Ticket is closed in Groove Instant
Ticket is started in Groove Instant
Ticket is opened in Groove Instant
Ticket is assigned in Groove Instant
Ticket is moved in Groove Instant
Ticket priority is changed in Groove Instant
Ticket is tagged in Groove Instant
Ticket is deleted in Groove Instant
Ticket is state changed in Groove Instant
Customer is added in Groove Instant
Customer is replied in Groove Instant
Note is added in Groove Instant

Search deal in Follow Up Boss
Update deal in Follow Up Boss
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
Create ticket in Groove
Search ticket assignee in Groove
Search state of ticket in Groove
Update ticket state in Groove
Update ticket assignee in Groove
Update ticket assigned group in Groove
Add tag to a ticket in Groove
Replace all tags to a ticket in Groove
Search customer by email in Groove
Create group in Groove
Search agent by email in Groove

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Follow Up Boss & Groove In 1 Click
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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 & Groove with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Follow Up Boss or Groove With 1100+ Other Apps

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.

See Follow Up Boss Integrations

Groove is a simple helpdesk for SaaS and eCommerce businesses. It helps you manage all your customer support requests in one place and provide better customer support, improving your overall business.

See Groove Integrations