Integrate EvaluAgent with Follow Up Boss
Send information between EvaluAgent and Follow Up Boss automatically, without writing any code, using Zoho Flow.
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Add a new contact in Follow Up Boss whenever a new contact is added in EvaluAgent
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Follow Up Boss each time a new contact is created in EvaluAgent.
How it works
- The flow triggers when a new contact is created in EvaluAgent.
- Zoho Flow creates a new contact in Follow Up Boss.
Add a new contact in Follow Up Boss whenever a new contact is added in EvaluAgent
EvaluAgent + Follow Up Boss
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Supported triggers and actions
Integrate EvaluAgent and Follow Up Boss using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Evaluation created
Triggers when a new evaluation is added
Contact created
Triggers when a new contact 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 user
Adds a new user
Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.
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 EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, 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.
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
