Follow Up Boss + Jobber integrations
Create or update Follow Up Boss contacts when new requests are created in Jobber
Efficiently streamline your activities between Jobber and Follow Up Boss. Once a new request is generated in Jobber, this workflow automatically ensures a corresponding request is created in Follow Up Boss too. Experience a seamless sharing of information across both platforms, eliminating the need for manual input, and giving you more time to focus on delivering brilliant customer service.
- When this happens...New Request CreatedTriggers when a request is created.
- automatically do this!Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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More things you can do with Jobber and Follow Up Boss
Discover other triggers and actions you can use with Jobber and Follow Up Boss
- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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