Follow Up Boss + Wiser Page Integration

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Wiser Page + Follow Up Boss Integration

Create Follow Up Boss contact from new Wiser Page order

As an online store owner, you're likely using Wiser Page to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Wiser Page with Follow Up Boss? This integration will allow you to automatically create a contact for each new order in Follow Up Boss.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Wiser Page + Follow Up Boss Integration

Create Follow Up Boss deal for new Wiser Page form submission

Integrating your Follow Up Boss with your Wiser Page, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Wiser Page - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Wiser Page + Follow Up Boss Integration

Create Follow Up Boss task for new Wiser Page form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Follow Up Boss tasks for new Wiser Page form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new Wiser Page form submission received today - your customers will thank you for it!
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Follow Up Boss + Wiser Page Integration

Create Wiser Page 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 Wiser Page 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 Wiser Page.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Wiser Page + Follow Up Boss Integration

Create Follow Up Boss task for new Wiser Page event

Creating task in Follow Up Boss is a great way to keep track of task that need to be completed when an event is created in your Wiser Page account.

With the help of this integration, when an event is created, a task will be automatically created in Follow Up Boss and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Wiser Page + Follow Up Boss Integration

Create Follow Up Boss deal for new Wiser Page event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Follow Up Boss.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Wiser Page, it will trigger a corresponding deal creation in Follow Up Boss.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Follow Up Boss + Wiser Page 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
  • Wiser Page
    Product is created in Wiser Page Instant
  • Wiser Page
    Product is updated in Wiser Page Instant
  • Wiser Page
    Order is created in Wiser Page Instant
  • Wiser Page
    Order is updated in Wiser Page Instant
  • Wiser Page
    Contact is created or updated in Wiser Page Instant
  • Wiser Page
    Form response is created in Wiser Page Instant
  • Wiser Page
    Booking is created in Wiser Page 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
  • Wiser Page
    Delete contact in Wiser Page
  • Wiser Page
    Update contact in Wiser Page
  • Wiser Page
    Create contact in Wiser Page
  • Wiser Page
    Create product in Wiser Page
  • Wiser Page
    Update product in Wiser Page
  • Wiser Page
    Search contact in Wiser Page
  • Wiser Page
    Create member in Wiser Page
  • Wiser Page
    Delete member in Wiser Page
  • Wiser Page
    Create member group in Wiser Page
  • Wiser Page
    Update member group in Wiser Page
  • Wiser Page
    Delete member group in Wiser Page
  • Wiser Page
    Search product in Wiser Page

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Follow Up Boss + Wiser Page Integration
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