SharpSpring + Follow Up Boss Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect SharpSpring and Follow Up Boss, with as many as 20 possible integrations. Are you ready to find your productivity superpowers?
It's easy to connect SharpSpring + Follow Up Boss and requires absolutely zero coding experience—the only limit is your own imagination.
A new Account is created in SharpSpring.
Create an Account in SharpSpring.
When a lead visits a new page in SharpSpring.
Create a Lead in SharpSpring or update by email address.
A new Opportunity is created in SharpSpring.
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
When a lead fills out a form in SharpSpring.
Create a new Campaign in SharpSpring.
When a lead opens an email in SharpSpring.
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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