Integrate Follow Up Boss with Agile CRM
Send information between Follow Up Boss and Agile CRM automatically, without writing any code, using Zoho Flow.
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Add a new contact in Agile CRM whenever a new contact is added in Follow Up Boss
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Agile CRM whenever a new contact is created in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow creates a new contact in Agile CRM.
Add a new contact in Agile CRM whenever a new contact is added in Follow Up Boss
Follow Up Boss + Agile CRM
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Supported triggers and actions
Integrate Follow Up Boss and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
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
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
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.
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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