Connect Samvad and Follow Up Boss to Build Intelligent Automations

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Samvad

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Follow Up Boss

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Enable Integrations or automations with these events of Samvad and Follow Up Boss

Enable Integrations or automations with these events of Samvad and Follow Up Boss

Actions

Create Lead

Create Lead

Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

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Frequently Asked Questions

How do I start an integration between Samvad and Follow Up Boss?

To start, connect both your Samvad and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Samvad triggers actions in Follow Up Boss (or vice versa).

Can we customize how data from Samvad is recorded in Follow Up Boss?

Absolutely. You can customize how Samvad data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Samvad and Follow Up Boss?

The data sync between Samvad and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Samvad to Follow Up Boss?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Samvad and Follow Up Boss?

Yes, you can set conditional logic to control the flow of data between Samvad and Follow Up Boss. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Samvad

About Samvad

Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.

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Follow Up Boss

About Follow Up Boss

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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