Popular Follow Up Boss + WIIVO Workflows
Create WIIVO contact for new Follow Up Boss contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Follow Up Boss - WIIVO integration, anytime a new Follow Up Boss contact is created, an WIIVO contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Send WIIVO message for new Follow Up Boss contact
Furthermore, with this Follow Up Boss - WIIVO 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!
Send WIIVO message for new Follow Up Boss deal
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 - WIIVO integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Share updated Follow Up Boss deal via WIIVO message
When Contact is created in Follow Up Boss > Check condition > Create new internal contact (chat only) in WIIVO
When Contact is created in Follow Up Boss > Check condition > Create user in WIIVO
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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 IntegrationsWIIVO is a WhatsApp API & Multi-Agent Chat tool. It helps you chat with customers in real-time, manage multiple chats simultaneously, and send various media messages. Easily personalize your messaging needs as per your business requirements.
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