Follow Up Boss + Toodledo Integration

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Popular Follow Up Boss + Toodledo Workflows

Create Toodledo task for new Follow Up Boss contact

Follow Up Boss and Toodledo are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Follow Up Boss, do you also create a task in Toodledo? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create Toodledo task for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Toodledo to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and Toodledo, creating task in Toodledo is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Toodledo to keep your team up-to-date.

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When Contact is created in Follow Up Boss > Check any condition > Create a new task in Toodledo

Follow Up Boss + Toodledo Integration

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You can Add Conditions / More Apps in the next steps

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
New task is created in Toodledo
Task is marked completed in Toodledo
Task is assigned to a context in Toodledo
New starred task is added in Toodledo
New task is added in a folder in Toodledo
New note is created in Toodledo
New folder is created in Toodledo
New context is created in Toodledo

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
Create a new task in Toodledo
Create a new context in Toodledo
Create a new note in Toodledo
Create a new folder in Toodledo

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You Can Also Integrate Follow Up Boss & Toodledo With 1100+ 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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Toodledo combines the best of organizational apps with the simplicity of a notepad. Use it to create lists, notes, reminders, and checklists for work, school, home, and play. It's fast and easy to use all day long.

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Why Follow Up Boss & Toodledo Users ❤ Integrately

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Integrate Follow Up Boss & Toodledo In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Follow Up Boss & Toodledo with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.