Follow Up Boss + Textline Integration

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Follow Up Boss + Textline Integration

Create Textline contact for new Follow Up Boss contact

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

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 + Textline Integration

Send Textline message for new Follow Up Boss contact

Anytime a new contact is added to your Follow Up Boss, automatically send them a message through Textline letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Follow Up Boss - Textline integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Follow Up Boss + Textline Integration

Send Textline message for new Follow Up Boss deal

Whenever a new deal is created in your Follow Up Boss, you'll want to communicate with your team to make sure everyone is on the same page. Sending Textline message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Follow Up Boss - Textline integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Follow Up Boss + Textline 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
  • Textline
    Customer post is received in Textline 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
  • Textline
    Search contact by phone number in Textline
  • Textline
    Search agent in Textline
  • Textline
    Turn on availibility of agent in Textline
  • Textline
    Turn off availibility of agent in Textline
  • Textline
    Send message in Textline
  • Textline
    Import contact message in Textline
  • Textline
    Create contact in Textline
  • Textline
    Update contact in Textline
  • Textline
    Send survey in Textline
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