Follow Up Boss + VivifyScrum Integration

Connect Follow Up Boss to VivifyScrum - Automate your workflows in 1-click

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VivifyScrum + Follow Up Boss Integration

Create Follow Up Boss task for new VivifyScrum checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Follow Up Boss? If so, you'll be glad to know that you can use VivifyScrum to create checklist of the steps in your sales process, and then create task in Follow Up Boss for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Follow Up Boss + VivifyScrum Integration

Create VivifyScrum item for new Follow Up Boss contact

Follow Up Boss and VivifyScrum 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 item in VivifyScrum? 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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Follow Up Boss + VivifyScrum Integration

Create VivifyScrum item 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 item in VivifyScrum 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 VivifyScrum, creating item in VivifyScrum is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding item in VivifyScrum to keep your team up-to-date.
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Follow Up Boss + VivifyScrum 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
  • VivifyScrum
    Comment is created in VivifyScrum Instant
  • VivifyScrum
    Comment is edited in VivifyScrum Instant
  • VivifyScrum
    Comment is deleted in VivifyScrum Instant
  • VivifyScrum
    All event trigger in VivifyScrum Instant
  • VivifyScrum
    Item is unassigned in VivifyScrum Instant
  • VivifyScrum
    Item reviewer is assigned in VivifyScrum Instant
  • VivifyScrum
    Item reviewer is unassigned in VivifyScrum Instant
  • VivifyScrum
    Item is moved in VivifyScrum Instant
  • VivifyScrum
    Item is created in VivifyScrum Instant
  • VivifyScrum
    Item is assigned in VivifyScrum Instant
  • VivifyScrum
    Label is added to an Item in VivifyScrum Instant
  • VivifyScrum
    Label is removed from an Item in VivifyScrum Instant
  • VivifyScrum
    Subitem is added in VivifyScrum Instant
  • VivifyScrum
    Subitem is deleted in VivifyScrum Instant
  • VivifyScrum
    File is added in VivifyScrum Instant
  • VivifyScrum
    File is deleted in VivifyScrum Instant
  • VivifyScrum
    Sprint is created in VivifyScrum Instant
  • VivifyScrum
    Sprint is started in VivifyScrum Instant
  • VivifyScrum
    Sprint is reordered in VivifyScrum Instant
  • VivifyScrum
    Sprint is finished in VivifyScrum Instant
  • VivifyScrum
    Checklist is created in VivifyScrum Instant
  • VivifyScrum
    Checklist is deleted in VivifyScrum Instant
  • VivifyScrum
    Checklist is edited in VivifyScrum Instant
2.
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search 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
  • VivifyScrum
    Create item in VivifyScrum
  • VivifyScrum
    Delete item in VivifyScrum
  • VivifyScrum
    Get item by id in VivifyScrum
  • VivifyScrum
    Update item in VivifyScrum
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Integrate Follow Up Boss & VivifyScrum In 1 Click
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