Follow Up Boss + Swapcard Integration

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Swapcard + Follow Up Boss Integration

Create Follow Up Boss contact from new Swapcard person

Creating an event in Swapcard 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 persons of your event?

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

Create Follow Up Boss task for new Swapcard event

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

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Swapcard 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 + Swapcard 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
  • Swapcard
    Person is created in Swapcard
  • Swapcard
    Event is created in Swapcard
  • Swapcard
    Group is created in Swapcard
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
  • Swapcard
    Get event by id in Swapcard
  • Swapcard
    Create person in Swapcard
  • Swapcard
    Update person in Swapcard
  • Swapcard
    Deleted person in Swapcard
  • Swapcard
    Get person by id in Swapcard
  • Swapcard
    Search person of an event by email in Swapcard
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2,000 Tasks
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