Follow Up Boss + RD Station Integration

Connect Follow Up Boss to RD Station - Automate your workflows in 1-click

Make use of Follow Up Boss automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up RD Station automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Follow Up Boss & RD Station using Integrately.
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Ready Workflows For Follow Up Boss + RD Station Integration

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RD Station + Follow Up Boss Integration

Create Follow Up Boss deal for new RD Station conversion event

This automation makes it easy to create new deals in Follow Up Boss when a new conversion event is created in RD Station. Just connect your accounts, and every time a new conversion event is created in RD Station, 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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RD Station + Follow Up Boss Integration

Create Follow Up Boss contact for new RD Station conversion event

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Follow Up Boss contact and RD Station conversion event can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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RD Station + Follow Up Boss Integration

Create Follow Up Boss task for new RD Station conversion event

Follow Up Boss and RD Station are two powerful cloud-based tools that can be used to improve business productivity. Using this Follow Up Boss - RD Station integration, you can automatically create task in Follow Up Boss whenever a new conversion event is created in RD Station.

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. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Follow Up Boss + RD Station Integration

Create RD Station conversion event for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use RD Station 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 conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Follow Up Boss + RD Station Integration
1.
  • Follow Up Boss
    Contact is created in Follow Up Boss

    Triggers the automation when a new contact is created

    Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss

    Triggers the automation when a tag is added

    Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss

    Triggers the automation when a person's stage is updated

    Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss

    Triggers the automation when a deal is created

    Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss

    Triggers the automation when a deal is updated

    Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss

    Triggers the automation when a new appointment is created

    Instant
  • RD Station
    Lead is converted in RD Station

    Triggers the automation when a lead is successfully converted

    Instant
  • RD Station
    Lead is marked as opportunity in RD Station

    Triggers the automation when a lead is marked as an opportunity

    Instant
2.
  • Follow Up Boss
    Search deal in Follow Up Boss

    Retrieves and find a deal

  • Follow Up Boss
    Update deal in Follow Up Boss

    Updates deal information based on new criteria or changes

  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss

    Adds new contact without initiating any automated follow-up sequences

  • Follow Up Boss
    Search contact in Follow Up Boss

    Finds and retrieves contact information

  • Follow Up Boss
    Add tags to a contact in Follow Up Boss

    Adds tags to a contact

  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss

    Updates contact details without initiating any action sequences

  • Follow Up Boss
    Reassign agent in Follow Up Boss

    Reassigns the task to a different agent

  • Follow Up Boss
    Change stage of a contact in Follow Up Boss

    Updates the stage of a contact based on particular criteria

  • Follow Up Boss
    Create note in Follow Up Boss

    Creates a new note in the particular format

  • Follow Up Boss
    Create deal in Follow Up Boss

    Generates a new deal with

  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss

    Creates a new inquiry or logs a website event

  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss

    Applies an action plan to a contact

  • Follow Up Boss
    Create collaborators in Follow Up Boss

    Invites team members to collaborate on projects and share resources

  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss

    Pauses the action plan for a contact

  • Follow Up Boss
    Create task in Follow Up Boss

    Creates a new task

  • Follow Up Boss
    Log call in Follow Up Boss

    Record and save call details for future reference

  • RD Station
    Conversion Event in RD Station

    Creates a conversion event

  • RD Station
    Deal won in RD Station

    Marks the deal as won

  • RD Station
    Deal lost in RD Station

    Marks the deal as lost

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

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Follow Up Boss or RD Station With 1200+ Other Apps

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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.

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Powered by AI, RD Station is the most advanced digital marketing platform in the market. Get ahead of your competition and establish a strong presence by combining all your digital marketing efforts into one platform.

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