Follow Up Boss + SimpleTix Integration

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Popular Follow Up Boss + SimpleTix Workflows

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SimpleTix + Follow Up Boss Integration

Create Follow Up Boss contact from new SimpleTix attendee

Creating an event in SimpleTix is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this SimpleTix - Follow Up Boss integration to create a new contact in Follow Up Boss for each person who registers for your event through SimpleTix. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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SimpleTix + Follow Up Boss Integration

Create Follow Up Boss contact for new SimpleTix order

If you're using SimpleTix to manage your events, you'll want to make sure that your Follow Up Boss contact are updated with the latest information. When a order is added to an event in SimpleTix, a new contact will be created in Follow Up Boss automatically. This makes it easy to keep track of your sales pipeline and track event success.
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SimpleTix + Follow Up Boss Integration

Create Follow Up Boss task for new SimpleTix event

Creating a task in Follow Up Boss for every event created in SimpleTix can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since SimpleTix is often used to manage large or multi-day events, having Follow Up Boss record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Follow Up Boss + SimpleTix Integration
1.
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • SimpleTix
    Attendee has checked-in in SimpleTix Instant
  • SimpleTix
    Attendee is created in SimpleTix Instant
  • SimpleTix
    Attendee has checked-out in SimpleTix Instant
  • SimpleTix
    Attendee is updated in SimpleTix Instant
  • SimpleTix
    Event is created in SimpleTix Instant
  • SimpleTix
    Order is created in SimpleTix Instant
  • SimpleTix
    Order is updated in SimpleTix Instant
  • SimpleTix
    New membership is purchased in SimpleTix Instant
2.
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
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