Keep Close CRM and Follow Up Boss aligned: when crm events happen in one, update the other automatically.
Example: when Close CRM's "Watch Activities" fires, WEXTL can "Add Inbox App Message" in Follow Up Boss. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); Follow Up Boss has 149 actions (including Add Inbox App Message, Add Inbox App Note, and Add Inbox App System Confirmation Message).
Common questions about connecting Close CRM and Follow Up Boss.