Integrate Clientify with Follow Up Boss

Send information between Clientify and Follow Up Boss automatically, without writing any code, using Zoho Flow.

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Create a new contact in Follow Up Boss whenever a new contact is created in Clientify

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Follow Up Boss whenever a new contact is created in Clientify.

How it works
  1. The flow triggers when a new contact is created in Clientify.
  2. Zoho Flow creates a new contact in Follow Up Boss.
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Create a new contact in Follow Up Boss whenever a new contact is created in Clientify

Clientify + Follow Up Boss

Build your own integrations between Clientify and Follow Up Boss

Connect Clientify and Follow Up Boss with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Clientify and Follow Up Boss using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create task

Creates a new task

Create deal

Creates a new deal

Fetch user

Fetches the details of an existing user using ID

Fetch company

Fetches the details of an existing company using ID

Fetch task

Fetches the details of an existing task using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch contact

Fetches the details of an existing contact using ID

Notify for new inquiry or website event

Notifies you when a new inquiry is received or an event has occurred in your website

Create contact

Creates a new contact

What is Clientify?

Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.

What is Follow Up Boss?

Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.

Contact Management CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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