Connect Follow Up Boss and kvCORE to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Follow Up Boss to kvCORE with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with kvCORE - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create Contact (Post)" in kvCORE.
You’re connected!
Zapier seamlessly connects Follow Up Boss and kvCORE, automating your workflow.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Follow Up Boss + kvCORE integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and kvCORE
How do I set up the integration between Follow Up Boss and kvCORE?
To set up the integration, you'll need access to both your Follow Up Boss and kvCORE accounts. Begin by navigating to the integration settings in our application. From there, you'll be prompted to connect each account by entering the necessary API keys or authentication credentials. Once successfully connected, you can start configuring triggers and actions as per your requirements.
What kind of data can be synced between Follow Up Boss and kvCORE?
The integration allows syncing of various data types including contacts, leads, and notes. Additionally, you can automate updates such as lead status changes or appointment scheduling. For example, a new lead added in Follow Up Boss can automatically create a corresponding entry in kvCORE.
Are there specific triggers available for this integration?
Yes, there are several triggers available such as new contact creation, lead qualification updates, and deal stage changes. These triggers will initiate specific actions across your connected systems, helping keep your data consistent.
Can I customize actions based on certain triggers?
Absolutely! You can tailor the actions within kvCORE based on specific triggers from Follow Up Boss. For instance, when a lead reaches a particular stage in Follow Up Boss, you could automate sending an email campaign from kvCORE without manual intervention.
How often does synchronization occur between the two systems?
Synchronization typically occurs in real-time or near real-time following any trigger event configuration you have set up within our system. Delays might happen depending on server load or individual settings adjustments.
Is technical support available if I encounter issues with the integration setup?
Yes, our technical support team is available to help resolve any issues during the integration setup or usage process. We recommend reaching out through our support portal where you’ll find documentation along with contact details for direct assistance.
Do I need any special permissions in my accounts to integrate Follow Up Boss with kvCORE?
Yes, ensure that you have admin permissions in both Follow Up Boss and kvCORE accounts to establish the integration successfully. Lack of sufficient permissions might prevent synchronization or action execution within these platforms.
Practical ways you can use Follow Up Boss and kvCORE
Sync new contacts from kvCORE to Follow Up Boss
When a new lead is captured in kvCORE, Zapier automatically creates a corresponding contact in Follow Up Boss. This eliminates the need to manually enter information in both systems, ensuring that every new lead is tracked in your customer management system. This streamlines communication and reduces potential data entry errors.
Business OwnerNotify marketing team about new leads from kvCORE
When a new lead is generated in kvCORE, Zapier sends an automated notification to a specific communication platform like Slack. This ensures your marketing team knows about new opportunities in real-time, enabling faster follow-ups.
Marketing & Marketing OpsStreamline deal tracking across platforms
When the stage of a deal is updated in Follow Up Boss, Zapier instantly updates the corresponding information in kvCORE. This ensures that both platforms reflect current deal statuses without human intervention, allowing for seamless tracking and improved accuracy.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
