When someone completes your Tally, a new contact is automatically created in your Follow Up Boss. This way, you can quickly follow up with the response and turn them into a customer!
Plus, all of the information from the Tally is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Tally - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.
It's important to stay on top of your customer relationships, and one way to do that is to create Follow Up Boss tasks for new Tally responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new Tally response received today - your customers will thank you for it!
Integrating your Follow Up Boss with your Tally, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.
This Tally - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
You Can Also Connect Follow Up Boss or Tally With 1400+ Other Apps
Follow Up Boss
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.
Tally is the best way to create, share and collect feedback on any device. From simple surveys to complex forms, create professional-looking documents in minutes without writing a line of code.