Follow Up Boss + Rossum Integration

Connect Follow Up Boss to Rossum in 1 click

Integrate Follow Up Boss + Rossum For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Follow Up Boss + Rossum Workflows

Create Rossum document for new Follow Up Boss deal

Follow Up Boss + Rossum Integration

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Create Your Own Follow Up Boss & Rossum Integration Without Any Code

Create Custom Workflow

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
Annotation status changed in Rossum Instant
Annotation content exported in Rossum Instant
Annotation content initialized in Rossum Instant

Search deal in Follow Up Boss
Update deal in Follow Up Boss
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
Create inquiry or website event in Follow Up Boss
Apply an action plan to a contact 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
Upload Document in Rossum
Export confirmed documents in Rossum

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Integrate Follow Up Boss & Rossum In 1 Click
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You Can Also Connect Follow Up Boss or Rossum With 1200+ Other Apps

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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Rossum reads, analyzes and interprets complex data from any business document. It eliminates the need for hours spent on manual data entry and delivers a complete set of data within seconds.

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