Integrate Follow Up Boss with IT Portal
Send information between Follow Up Boss and IT Portal automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in IT Portal each time a new contact is created in Follow Up Boss
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in IT Portal each time 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 IT Portal.
Create a new contact is in IT Portal each time a new contact is created in Follow Up Boss
Follow Up Boss + IT Portal
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Supported triggers and actions
Integrate Follow Up Boss and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
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
Create contact
Creates a new contact
Create company
Creates a new company
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
Create site
Creates a new site
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update address
Updates the details of an existing address
Fetch device
Fetches the details of an existing device
Fetch site
Fetches the details of an existing site
Fetch configuration
Fetches the details of an existing configuration
Fetch contact
Fetches the details of an existing contact
Fetch company
Fetches the details of an existing company
Fetch knowledge base article
Fetches the details of an existing knowledge base article
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.
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What is IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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