Ready workflows for Vectera + Follow Up Boss Integration
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When Deal is created in Follow Up Boss > Create meeting room in Vectera
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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Vectera & Follow Up Boss
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You Can Also Connect Vectera or Follow Up Boss With 1100+ Other Apps
Vectera creates the meeting room of tomorrow. You can share screens, control slides and applications from your phone or tablet, and work together with other participants - even if they are not co-located.
See Vectera IntegrationsFollow 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.
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