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Follow Up Boss + Lexoffice Integration

Follow Up Boss + Lexoffice Integration

Integrately lets you integrate Follow Up Boss and Lexoffice instantly - without any learning curve.

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Popular Follow Up Boss + Lexoffice Workflows

Lexoffice + Follow Up Boss Integration

Create Follow Up Boss deal for new Lexoffice contact

This automation makes it easy to create new deal in Follow Up Boss when a new contact is created in Lexoffice. Just connect your accounts, and every time a new contact is created in Lexoffice, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Lexoffice + Follow Up Boss Integration

Create Follow Up Boss task for new Lexoffice contact

Follow Up Boss and Lexoffice are two powerful cloud-based tools that can be used to improve business productivity.

Using this automation between Follow Up Boss and Lexoffice, you can create task in Follow Up Boss whenever a new contact is created in Lexoffice.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads.

Setting up this automation is quick and easy, and can be done with just a few clicks!
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Lexoffice + Follow Up Boss Integration

Create Follow Up Boss contact for new Lexoffice contact

Follow Up Boss and Lexoffice are two separate sales tools that can be used in conjunction with one another to create a more streamlined process for sales teams. However, when you create a contact in Lexoffice, that contact does not automatically show up in Follow Up Boss.

With this integration, a new contact will automatically be created in Follow Up Boss when an email address is captured in Lexoffice. This makes it easy for your sales team to track leads and prospects.
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Follow Up Boss + Lexoffice Integration

Create Lexoffice contact for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use Lexoffice to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding contact will automatically be created in Lexoffice.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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What Do You Want To Automate?
Follow Up Boss + Lexoffice Integration
When
  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Contact is created in Lexoffice
    Contact is created in Lexoffice Instant
  • Contact is changed in Lexoffice
    Contact is changed in Lexoffice Instant
  • Contact is deleted in Lexoffice
    Contact is deleted in Lexoffice Instant
  • Invoice is created in Lexoffice
    Invoice is created in Lexoffice Instant
  • Invoice is changed in Lexoffice
    Invoice is changed in Lexoffice Instant
  • Invoice status is changed in Lexoffice
    Invoice status is changed in Lexoffice Instant
  • Invoice is deleted in Lexoffice
    Invoice is deleted in Lexoffice Instant
  • Quotation is created in Lexoffice
    Quotation is created in Lexoffice Instant
  • Quotation is changed in Lexoffice
    Quotation is changed in Lexoffice Instant
  • Quotation status is changed in Lexoffice
    Quotation status is changed in Lexoffice Instant
  • Quotation is deleted in Lexoffice
    Quotation is deleted in Lexoffice Instant
  • Credit note is created in Lexoffice
    Credit note is created in Lexoffice Instant
  • Credit note is changed in Lexoffice
    Credit note is changed in Lexoffice Instant
  • Credit note status is changed in Lexoffice
    Credit note status is changed in Lexoffice Instant
  • Credit note is deleted in Lexoffice
    Credit note is deleted in Lexoffice Instant
  • Voucher is created in Lexoffice
    Voucher is created in Lexoffice Instant
  • Voucher is changed in Lexoffice
    Voucher is changed in Lexoffice Instant
  • Voucher status is changed in Lexoffice
    Voucher status is changed in Lexoffice Instant
  • Voucher is deleted in Lexoffice
    Voucher is deleted in Lexoffice Instant
  • Order confirmation is created in Lexoffice
    Order confirmation is created in Lexoffice Instant
  • Order confirmation is changed in Lexoffice
    Order confirmation is changed in Lexoffice Instant
  • Order confirmation status is changed in Lexoffice
    Order confirmation status is changed in Lexoffice Instant
  • Order confirmation is deleted in Lexoffice
    Order confirmation is deleted in Lexoffice Instant
Automatically
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss
  • Create a voucher in Lexoffice
    Create a voucher in Lexoffice
  • Create an invoice in Lexoffice
    Create an invoice in Lexoffice
  • Create a credit note in Lexoffice
    Create a credit note in Lexoffice
  • Create a contact in Lexoffice
    Create a contact in Lexoffice
  • Find voucherlist in Lexoffice
    Find voucherlist in Lexoffice

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Why Follow Up Boss & Lexoffice Users Integrately

Follow Up Boss + Lexoffice Integration
Ready Automations

Integrate Follow Up Boss & Lexoffice In 1 Click And Save Time & Money Both

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 & Lexoffice with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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Zapier : 750 tasks in $19.99,
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