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Create Your Own Follow Up Boss & Freshworks CRM Integration In Clicks

What Do You Want To Automate?
Follow Up Boss
Freshworks CRM
Whenthis happens
  • 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
  • Contact is created in Freshworks CRM
    Contact is created in Freshworks CRM
  • Account is created in Freshworks CRM
    Account is created in Freshworks CRM
  • Deal is created in Freshworks CRM
    Deal is created in Freshworks CRM
  • Task is created in Freshworks CRM
    Task is created in Freshworks CRM
  • Contact is updated in Freshworks CRM
    Contact is updated in Freshworks CRM
  • Account is updated in Freshworks CRM
    Account is updated in Freshworks CRM
  • Deal is updated in Freshworks CRM
    Deal is updated in Freshworks CRM
Dothis
  • 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
  • Find contact by email in Freshworks CRM
    Find contact by email in Freshworks CRM
  • Find contact by id in Freshworks CRM
    Find contact by id in Freshworks CRM
  • Find account by id in Freshworks CRM
    Find account by id in Freshworks CRM
  • Find deal by id in Freshworks CRM
    Find deal by id in Freshworks CRM
  • Find account by name in Freshworks CRM
    Find account by name in Freshworks CRM
  • Find deal by name in Freshworks CRM
    Find deal by name in Freshworks CRM
  • Create contact in Freshworks CRM
    Create contact in Freshworks CRM
  • Create account in Freshworks CRM
    Create account in Freshworks CRM
  • Create deal in Freshworks CRM
    Create deal in Freshworks CRM
  • Create task for contact in Freshworks CRM
    Create task for contact in Freshworks CRM
  • Create task for an account in Freshworks CRM
    Create task for an account in Freshworks CRM
  • Create task for deal in Freshworks CRM
    Create task for deal in Freshworks CRM
  • Mark task as completed in Freshworks CRM
    Mark task as completed in Freshworks CRM
  • Add note to a contact in Freshworks CRM
    Add note to a contact in Freshworks CRM
  • Add note to a deal in Freshworks CRM
    Add note to a deal in Freshworks CRM
  • Add note to an account in Freshworks CRM
    Add note to an account in Freshworks CRM
Integrate in 1 Click

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Why Follow Up Boss & Freshworks CRM Users Integrately

Follow Up Boss Freshworks CRM
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The ease of use and the pace of new integrations. The UI is great which for me is important in all my software. The learning curve is short - setting up automations is quick and intuitive.

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Tayshiro K
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Integrately is evolving in the right pace. Integrations being added weekly, no doubts left unanswered, great quality of development and a great support team really patient.

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