Connect Xperiencify and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
New Student Joins
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Xperiencify and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Student Joins
Runs when a new student is added in Xperiencify.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Do thisActions
Action is the task that follows automatically within your Xperiencify integrations.
Add Student to a Course
Add student to a existing course.
Search Student
Retrieve the details of student by its email address.
Update Student Info
Update a student’s details using their email address.
Remove Student From Course
Remove the student from a specific course.
Remove Student From All Course
Remove a student from all courses.
Add Tag to Student
Assign one or more tags to a student.
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Frequently Asked Questions
To start, connect both your Xperiencify and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Xperiencify triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Xperiencify 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.
The data sync between Xperiencify and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xperiencify 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.
About Xperiencify
Xperiencify is an online course platform that builds 8 psychological triggers into your course.
Learn MoreAbout 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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