Nusii + Follow Up Boss Integration

Connect Nusii to Follow Up Boss in 1 click

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Popular Nusii + Follow Up Boss Workflows

Create Nusii proposal for new Follow Up Boss deal

Are you a Follow Up Boss user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from deal in Follow Up Boss.

This means that you can save time by automatically creating proposal based on the information contained in your deal. Plus, it's easy to get started - simply click activate and connect your Follow Up Boss and Nusii accounts.

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Create Nusii client for new Follow Up Boss contact

Follow Up Boss is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Follow Up Boss, you'll automatically receive a corresponding client record in Nusii.

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Create Nusii proposal for new Follow Up Boss contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Follow Up Boss? With this integration, you can!

When you create a contact in Follow Up Boss, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!

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Create Automation

You can Add Conditions / More Apps in the next steps

Proposal is accepted in Nusii Instant
Proposal is sent in Nusii Instant
Proposal is rejected in Nusii Instant
Proposal is created in Nusii Instant
Proposal is updated in Nusii Instant
Proposal activity is created in Nusii
Client has seen the proposal in Nusii Instant
Client is created in Nusii Instant
Client is updated in Nusii Instant
Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant

Create proposal in Nusii
Create client in Nusii
Create contact without triggering action plans in Follow Up Boss
Search contact in Follow Up Boss
Add tags to a contact in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Reassign agent in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create note in Follow Up Boss
Create deal in Follow Up Boss
Apply an action plan to a contact in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Create collaborators in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create task in Follow Up Boss
Log call in Follow Up Boss

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You Can Also Integrate Nusii & Follow Up Boss With 1100+ Other Apps

With Nusii, you can create a proposal in minutes with our easy-to-use drag-and-drop interface. It's perfect for freelancers, agencies, consultants and small businesses.

See Nusii Integrations

Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.

See Follow Up Boss Integrations

Why Nusii & Follow Up Boss Users ❤ Integrately

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Integrate Nusii & Follow Up Boss 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 Nusii & Follow Up Boss with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.