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Follow Up Boss + Nifty Integration

Follow Up Boss + Nifty Integration

Connect Follow Up Boss to Nifty in 1 click

Popular Follow Up Boss + Nifty Workflows

Follow Up Boss + Nifty Integration

Create Nifty task for new Follow Up Boss contact

Follow Up Boss and Nifty are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Follow Up Boss, do you also create a task in Nifty? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Follow Up Boss + Nifty Integration

Create Nifty task for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Nifty to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and Nifty, creating task in Nifty is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Nifty to keep your team up-to-date.
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Create Your Own Follow Up Boss & Nifty Integration In Clicks

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Follow Up Boss + Nifty Integration

You can Add Conditions / More Apps in the next steps

  • Contact is created in Follow Up Boss
    Contact 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
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Document is created in Nifty
    Document is created in Nifty
  • Subtask is created in Nifty
    Subtask is created in Nifty
  • Portfolio is created in Nifty
    Portfolio is created in Nifty
  • Task list is created in Nifty
    Task list is created in Nifty
  • Task is Completed in Nifty
    Task is Completed in Nifty
  • Task is created in Nifty
    Task is created in Nifty
  • New message is sent in Nifty
    New message is sent in Nifty
  • File is created in Nifty
    File is created in Nifty
  • Milestone is created in Nifty
    Milestone is created in Nifty
  • Tag is created in Nifty
    Tag is created in Nifty
  • Project is created in Nifty
    Project is created in Nifty
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact 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
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators 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 task in Follow Up Boss
    Create task 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 Nifty
    Create task in Nifty
  • Get task by ID in Nifty
    Get task by ID in Nifty
  • Create portfolio in Nifty
    Create portfolio in Nifty
  • Create subtask in Nifty
    Create subtask in Nifty
  • Create task list/group in Nifty
    Create task list/group in Nifty
  • Send message in Nifty
    Send message in Nifty
  • Create milestone in Nifty
    Create milestone in Nifty
  • Create tag in Nifty
    Create tag in Nifty
  • Create project in Nifty
    Create project in Nifty
  • Create document in Nifty
    Create document in Nifty

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Follow Up Boss + Nifty Integration
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