Follow Up Boss + PTminder integrations
Create new PTminder clients from new Follow Up Boss contacts
Effortlessly manage your fitness business contacts with this seamless workflow between Follow Up Boss and PTminder. When a new contact is added in Follow Up Boss, it will create a client in PTminder, helping you keep your client list organized and up-to-date. Save time and ensure consistency in your customer management process with this powerful automation.
- When this happens...New ContactFires when a new contact is created in Follow Up Boss.
- automatically do this!Create ClientCreates a Client in PTminder
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More things you can do with Follow Up Boss and PTminder
Discover other triggers and actions you can use with Follow Up Boss and PTminder
- 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
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.
Related categories
PTminder is a business management platform designed for Personal Trainers
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