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Create Follow Up Boss task for new WHMCS ticket
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Follow Up Boss + WHMCS Integration
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Popular Follow Up Boss + WHMCS Workflows
Create Follow Up Boss task for new WHMCS ticket
WHMCS + Follow Up Boss Integration
Create Follow Up Boss task for new WHMCS contact
In WHMCS, when you create a contact, it automatically creates a task in Follow Up Boss for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
Create WHMCS ticket for new Follow Up Boss deal
Follow Up Boss is a great tool for managing customer relationships. However, when an deal is created in Follow Up Boss, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.
A solution to this problem is to create a ticket in WHMCS whenever an deal is created in Follow Up Boss. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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A solution to this problem is to create a ticket in WHMCS whenever an deal is created in Follow Up Boss. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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What Do You Want To Automate?
When
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Contact is created in Follow Up Boss Instant -
Deal is created in Follow Up Boss Instant
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Tag is added to contact in Follow Up Boss Instant
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Person stage is updated in Follow Up Boss Instant
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Appointment is created in Follow Up Boss Instant
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Deal is updated in Follow Up Boss Instant
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Todo item is created in WHMCS -
Client is created in WHMCS
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Ticket is created in WHMCS
Automatically
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Apply an action plan to a contact in Follow Up Boss
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Create note in Follow Up Boss
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Pause an action plan for a contact in Follow Up Boss
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Create contact without triggering action plans in Follow Up Boss
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Update contact without triggering action plans in Follow Up Boss
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Create collaborators in Follow Up Boss
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Reassign agent in Follow Up Boss
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Add tags to a contact in Follow Up Boss
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Change stage of a contact in Follow Up Boss
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Create inquiry or website event in Follow Up Boss
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Create deal in Follow Up Boss
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Log call in Follow Up Boss
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Create task in Follow Up Boss
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Search contact in Follow Up Boss
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Create client in WHMCS
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Create invoice in WHMCS
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Create ticket in WHMCS
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Delete client in WHMCS
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Create project in WHMCS
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Create contact in WHMCS
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Update contact in WHMCS
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Search contact in WHMCS
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Get client by id in WHMCS
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Search ticket in WHMCS
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Update ticket in WHMCS
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You Can Also Integrate Follow Up Boss & WHMCS With 900+ 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.
See Follow Up Boss Integrations
WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.
See WHMCS IntegrationsWhy Follow Up Boss & WHMCS Users ❤ Integrately
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