Follow Up Boss + Humanitix Integration

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Popular Follow Up Boss + Humanitix Workflows

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Humanitix + Follow Up Boss Integration

Create Follow Up Boss contact for new Humanitix order

If you're using Humanitix to manage your events, you'll want to make sure that your Follow Up Boss contact are updated with the latest information. When a order is added to an event in Humanitix, a new contact will be created in Follow Up Boss automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Humanitix + Follow Up Boss Integration

Create Follow Up Boss task for new Humanitix event

Creating a task in Follow Up Boss for every event created in Humanitix can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Humanitix is often used to manage large or multi-day events, having Follow Up Boss record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Follow Up Boss + Humanitix 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
  • Humanitix
    Event is created in Humanitix
  • Humanitix
    Order is created in Humanitix
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
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