Follow Up Boss + Zoho Workdrive Integration

Connect Follow Up Boss to Zoho Workdrive in 1 click

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Popular Follow Up Boss + Zoho Workdrive Workflows

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Follow Up Boss + Zoho Workdrive 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
  • Zoho Workdrive
    File is created in folder in Zoho Workdrive
  • Zoho Workdrive
    Folder is created in Zoho Workdrive
2.
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update 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
  • Zoho Workdrive
    Upload file in Zoho Workdrive
  • Zoho Workdrive
    Upload text file in Zoho Workdrive
  • Zoho Workdrive
    Search folder by name in Zoho Workdrive
  • Zoho Workdrive
    Create folder in Zoho Workdrive
  • Zoho Workdrive
    Create team folder in Zoho Workdrive
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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.

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Zoho WorkDrive is an online file management tool that facilitates file storage and team collaboration. It provides a secure, shared workspace to store, organize, and manage your team's files effectively.

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