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Follow Up Boss + Zengine Integration

Follow Up Boss + Zengine Integration

Integrately lets you integrate Follow Up Boss and Zengine instantly - without any learning curve.

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Popular Follow Up Boss + Zengine Workflows

Zengine + Follow Up Boss Integration

Create Follow Up Boss deal from new Zengine record

If you're using Zengine to manage your sales pipeline, you'll want to take advantage of our integration with Follow Up Boss. This allows you to create deal in Follow Up Boss whenever a new record is created in Zengine.

This makes it easy to keep track of your sales process and ensures that all your data is organized in one place. To get started, simply connect your accounts and we'll take care of the rest!
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Zengine + Follow Up Boss Integration

Create Follow Up Boss task for new Zengine record

In Zengine, when you create a record, it automatically creates a task in Follow Up Boss for that record. 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 record on their record profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Create Your Own Follow Up Boss & Zengine Integration In Clicks

What Do You Want To Automate?
Follow Up Boss + Zengine Integration
When
  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • New record is created in Zengine
    New record is created in Zengine Instant
  • New record is updated in Zengine
    New record is updated in Zengine Instant
  • New task is added in Zengine
    New task is added in Zengine Instant
  • New event is added in Zengine
    New event is added in Zengine Instant
Automatically
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss
  • Delete record in Zengine
    Delete record in Zengine
  • Upload file to field in Zengine
    Upload file to field in Zengine
  • Create new record in Zengine
    Create new record in Zengine
  • Update record in Zengine
    Update record in Zengine

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Why Follow Up Boss & Zengine Users Integrately

Follow Up Boss + Zengine Integration
Ready Automations

Integrate Follow Up Boss & Zengine 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 & Zengine with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Anybody can integrate
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Zapier : 750 tasks in $19.99,
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