Follow Up Boss + SegMate Integration

Connect Follow Up Boss to SegMate in 1 click

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SegMate + Follow Up Boss Integration

Create Follow Up Boss contact for new SegMate response

When someone completes your SegMate, a new contact is automatically created in your Follow Up Boss. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the SegMate is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a SegMate - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.
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SegMate + Follow Up Boss Integration

Create Follow Up Boss deal for new SegMate response

Integrating your Follow Up Boss with your SegMate, can help you automatically create new deals based on responses 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 SegMate - 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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SegMate + Follow Up Boss Integration

Create Follow Up Boss task for new SegMate response

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 SegMate responses 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 SegMate response received today - your customers will thank you for it!
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Follow Up Boss + SegMate 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
  • SegMate
    Input received in chatbot in SegMate Instant
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
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