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Follow Up Boss + Optiin Integration

Follow Up Boss + Optiin Integration

Connect Follow Up Boss to Optiin in 1 click

Popular Follow Up Boss + Optiin Workflows

Optiin + Follow Up Boss Integration

Create Follow Up Boss task for new Optiin event

Creating task in Follow Up Boss is a great way to keep track of task that need to be completed when an event is created in your Optiin account.

With the help of this integration, when an event is created, a task will be automatically created in Follow Up Boss and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Optiin + Follow Up Boss Integration

Create Follow Up Boss deal for new Optiin event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Follow Up Boss.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Optiin, it will trigger a corresponding deal creation in Follow Up Boss.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Follow Up Boss + Optiin Integration

Create Optiin 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 Optiin 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 Optiin.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Create Your Own Follow Up Boss & Optiin Integration In Clicks

What Do You Want To Automate?
Follow Up Boss + Optiin 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
  • Product is created in Optiin
    Product is created in Optiin Instant
  • Product is updated in Optiin
    Product is updated in Optiin Instant
  • Order is created in Optiin
    Order is created in Optiin Instant
  • Order is updated in Optiin
    Order is updated in Optiin Instant
  • Form response is created in Optiin
    Form response is created in Optiin Instant
  • Contact is created or updated in Optiin
    Contact is created or updated in Optiin Instant
  • Booking is created in Optiin
    Booking is created in Optiin 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
  • Delete contact in Optiin
    Delete contact in Optiin
  • Create member in Optiin
    Create member in Optiin
  • Delete member in Optiin
    Delete member in Optiin
  • Create member group in Optiin
    Create member group in Optiin
  • Update member group in Optiin
    Update member group in Optiin
  • Delete member group in Optiin
    Delete member group in Optiin
  • Search contact in Optiin
    Search contact in Optiin
  • Update contact in Optiin
    Update contact in Optiin
  • Update member in Optiin
    Update member in Optiin
  • Search product in Optiin
    Search product in Optiin
  • Create contact in Optiin
    Create contact in Optiin
  • Create product in Optiin
    Create product in Optiin
  • Update product in Optiin
    Update product in Optiin

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Why Follow Up Boss & Optiin Users Integrately

Follow Up Boss + Optiin Integration
Ready Automations

Integrate Follow Up Boss & Optiin 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 & Optiin 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,
Integrately : 14,000 tasks in $19.99

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