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Automate Follow Up Boss API Workflows with Make.com, n8n and Zapier

Unleash the full potential of Follow Up Boss by automating routine tasks such as lead tracking, email follow-ups, and deal updates to empower your sales team and minimize manual workload.

When a New Lead Arrives
Solution
1. Automate Lead Management

Automatically add leads to a nurturing sequence.

Perform an Action
Solution
2. Backup Contacts to Sheets

Store Follow Up Boss contacts in Google Sheets.

Perform an Action
Solution
3. Notify Team on Lead Update

Send Slack alerts for any lead status change.

Perform an Action
Solution
4. Sync Leads with Mailchimp

Add Follow Up Boss leads to email campaigns.

When a Deal Closes
Solution
5. Celebrate Closed Deals

Notify teams and trigger a celebration workflow.

- Repeat -

Automation Benefits

Why Automate Follow Up Boss?

Explore the multitude of business benefits when automating Follow Up Boss, overcoming traditional CRM limitations to boost your sales efficiency and outcomes.

Enhanced Lead Tracking

Easily track all touchpoints and engagement automatically, ensuring no lead is overlooked.

Streamlined Communication

Sync emails and calls, automating routine follow-ups to maintain customer engagement.

Simplified Reporting

Generate detailed reports automatically, aiding informed decision-making without manual compilation.

Custom Workflows

Build customized workflows to automate repetitive tasks, freeing up team bandwidth.

Boosted Productivity

Utilize automated systems for a more efficient sales process, enhancing team output.

Improved Client Relationships

Nurture leads effectively with timely, automated touchpoints leading to better client satisfaction.

Features

Enhance Follow Up Boss Capabilities

Unlock the true potential of Follow Up Boss with these tailored automation features that go beyond conventional CRM capabilities.

  • 1
    Automated Lead Assignment

    Assign incoming leads to the right team member based on set criteria without manual intervention.

  • 2
    Activity Tracking and Logging

    Automatically log all interactions and communications, ensuring complete lead interaction history.

  • 3
    Dynamic Task Creation

    Create tasks dynamically based on lead behavior and sales stages, reducing time spent on organizing tasks.

Feature

Outcomes

Achieve Better Sales Outcomes

Improve your sales metrics with smart automations tailored to enhance Follow Up Boss operations.

35%
Increase in Lead Conversion
50%
Reduction in Manual Work
2x
Faster Response Times
FAQ

Follow Up Boss Automation FAQs

Explore common questions about Follow Up Boss automation, resolving challenges and emphasizing beneficial outcomes for your CRM needs.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required