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.
Create contact
Creates a new contact
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
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.
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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
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
