Integrate Follow Up Boss with Picky Assist
Send information between Follow Up Boss and Picky Assist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Picky Assist for a newly added contact in Follow Up Boss
Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in Picky Assist whenever a new contact is added in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
Send a greeting email in Picky Assist for a newly added contact in Follow Up Boss
Follow Up Boss + Picky Assist
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Supported triggers and actions
Integrate Follow Up Boss and Picky Assist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact 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
Send message
Sends a new Whatsapp or SMS message
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 Picky Assist?
Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >