Follow Up Boss + involve.me Integration

When someone completes your involve.me, a new contact is automatically created in your Follow Up Boss. This way, you can quickly follow up with the participant and turn them into a customer!

Plus, all of the information from the involve.me is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a involve.me - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.

Integrating your Follow Up Boss with your involve.me, can help you automatically create new deals based on participants recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This involve.me - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

It's important to stay on top of your customer relationships, and one way to do that is to create Follow Up Boss tasks for new involve.me participants received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new involve.me participant received today - your customers will thank you for it!

When Participant is finished in involve.me then Create contact without triggering action plans in Follow Up Boss and Create deal in Follow Up Boss

When Participant is finished in involve.me then Create contact without triggering action plans in Follow Up Boss and Create task in Follow Up Boss