Follow Up Boss + TrackMage Integration

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TrackMage + Follow Up Boss Integration

Create Follow Up Boss contact from new TrackMage order

As an online store owner, you're likely using TrackMage 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 TrackMage 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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Follow Up Boss + TrackMage 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
  • TrackMage
    Order is created in TrackMage Instant
  • TrackMage
    Order is updated in TrackMage Instant
  • TrackMage
    Order is deleted in TrackMage Instant
  • TrackMage
    Shipment is created in TrackMage Instant
  • TrackMage
    Shipment tracking status is changed in TrackMage Instant
  • TrackMage
    Shipment is updated in TrackMage Instant
  • TrackMage
    Shipment is deleted in TrackMage 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
  • TrackMage
    Create tracking page link in TrackMage
  • TrackMage
    Create shipment in TrackMage
  • TrackMage
    Search shipment in TrackMage
  • TrackMage
    Create order in TrackMage
  • TrackMage
    Search order in TrackMage
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