Popular Follow Up Boss + Appointlet Workflows
Create note in Follow Up Boss for Booking is canceled in Appointlet
Create Follow Up Boss deal for new Appointlet 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 Appointlet, 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 task for new Appointlet 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 note for new Appointlet event
Update Follow Up Boss contact from new Appointlet event
When Booking is received in Appointlet > Check any condition > Create contact without triggering action plans in Follow Up Boss
When Booking is received in Appointlet > 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 IntegrationsAppointlet is a simple and easy-to-use appointment scheduling Google Calendar plugin, that displays availability right on your website, allowing your customers to schedule appointments with you in just a few clicks.
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