Popular Follow Up Boss + SimplyBook.me Workflows
Create note in Follow Up Boss for Booking is canceled in SimplyBook.me
Create Follow Up Boss task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in Follow Up Boss and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Follow Up Boss deal for new SimplyBook.me event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in SimplyBook.me, it will trigger a corresponding deal creation in Follow Up Boss.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Follow Up Boss note for new SimplyBook.me event
Update Follow Up Boss contact from new SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create contact without triggering action plans in Follow Up Boss
When Booking is created in SimplyBook.me > Check any condition > Create deal in Follow Up Boss
When Booking is created in SimplyBook.me > Check any condition > Create contact without triggering action plans in Follow Up Boss
When Booking is created in SimplyBook.me > Check any condition > Create deal in Follow Up Boss
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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.
See Follow Up Boss IntegrationsSimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
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