Follow Up Boss + Groove Integration

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Follow Up Boss + Groove Integration

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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Follow Up Boss + Groove Integration
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
  • Groove
    Agent is created in Groove
  • Groove
    Agent has replied in Groove Instant
  • Groove
    Agent is invited in Groove Instant
  • Groove
    Agent is archived in Groove Instant
  • Groove
    Ticket is closed in Groove Instant
  • Groove
    Ticket is started in Groove Instant
  • Groove
    Ticket is opened in Groove Instant
  • Groove
    Ticket is assigned in Groove Instant
  • Groove
    Ticket is moved in Groove Instant
  • Groove
    Ticket priority is changed in Groove Instant
  • Groove
    Ticket is tagged in Groove Instant
  • Groove
    Ticket is deleted in Groove Instant
  • Groove
    Ticket is state changed in Groove Instant
  • Groove
    Customer is added in Groove Instant
  • Groove
    Customer is replied in Groove Instant
  • Groove
    Note is added in Groove Instant
2.
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
  • Groove
    Create ticket in Groove
  • Groove
    Search ticket assignee in Groove
  • Groove
    Search state of ticket in Groove
  • Groove
    Update ticket state in Groove
  • Groove
    Update ticket assignee in Groove
  • Groove
    Update ticket assigned group in Groove
  • Groove
    Add tag to a ticket in Groove
  • Groove
    Replace all tags to a ticket in Groove
  • Groove
    Search customer by email in Groove
  • Groove
    Create group in Groove
  • Groove
    Search agent by email in Groove
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