Follow Up Boss + inFlow Inventory Integration

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inFlow Inventory + Follow Up Boss Integration

Create Follow Up Boss contact from new inFlow Inventory order

As an online store owner, you're likely using inFlow Inventory to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate inFlow Inventory with Follow Up Boss? This integration will allow you to automatically create a contact for each new order in Follow Up Boss.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Follow Up Boss + inFlow Inventory 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
  • inFlow Inventory
    Purchase order is created in inFlow Inventory Instant
  • inFlow Inventory
    Purchase order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales quote is created or updated in inFlow Inventory
  • inFlow Inventory
    Vendor is created in inFlow Inventory Instant
  • inFlow Inventory
    Vendor is updated in inFlow Inventory 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
  • inFlow Inventory
    Create sales order in inFlow Inventory
  • inFlow Inventory
    Get sales order by id in inFlow Inventory
  • inFlow Inventory
    Search sales order by order number in inFlow Inventory
  • inFlow Inventory
    Get customer by id in inFlow Inventory
  • inFlow Inventory
    Search customer in inFlow Inventory
  • inFlow Inventory
    Get purchase order by id in inFlow Inventory
  • inFlow Inventory
    Search purchase order by name/number in inFlow Inventory
  • inFlow Inventory
    Get vendor by id in inFlow Inventory
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