MeetRecord & FollowUpBoss Integration

Overview

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The integration between FollowUpBoss and MeetRecord synchronizes essential CRM data, providing critical business insights and streamlining your sales operations. This integration enables you to view FollowUpBoss data directly within MeetRecord, offering a comprehensive overview of customer interactions and sales activities.

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FollowUpBoss to MeetRecord:

• Deal Stage Information: Sync deal stage information from FollowUpBoss to MeetRecord to track sales progress alongside customer interactions.

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• Contact Sync: Automatically sync contacts involved in sales calls from FollowUpBoss to MeetRecord, ensuring all participants are accurately recorded.

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• Account Sync: Keep your account information up-to-date across both platforms for seamless tracking and analysis.

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• Activity Sync: Sync emails and sales activities from FollowUpBoss into MeetRecord for a complete view of customer engagement.

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MeetRecord to FollowUpBoss:

• Meeting Summary: Push meeting summaries from MeetRecord directly into FollowUpBoss, keeping your sales team informed and up-to-date.

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• Deal Summary: Sync detailed deal summaries from MeetRecord to FollowUpBoss for improved pipeline management.

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• Deal Health Score: Transfer deal health scores from MeetRecord to FollowUpBoss, helping prioritize deals based on their likelihood of closing.

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• Meeting Score: Include meeting scores in FollowUpBoss to assess the effectiveness of each customer interaction.

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• Meeting Link: Attach meeting links from MeetRecord to FollowUpBoss records for easy access.

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How to Integrate FollowUpBoss CRM with MeetRecord

1. Go to the Integrations page in your MeetRecord Settings.
2. Click on the 'Connect' button under the FollowUpBoss CRM icon.
3. A new page will open to authorize FollowUpBoss CRM. Log in to your FollowUpBoss CRM account and click on "Accept."
4. That’s it! You’ll be redirected to the MeetRecord Integrations page, where FollowUpBoss CRM will now appear as "Connected."

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Note: Ensure that the lead's contact details are present in FollowUpBoss CRM before the meeting. If MeetRecord cannot find a matching email for participants in FollowUpBoss CRM, meeting-to-deal mapping will not occur.

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FAQs

1.  What is MeetRecord for FollowUpBoss CRM?
MeetRecord for FollowUpBoss CRM is a managed integration that allows you to access and utilize conversation data created by MeetRecord directly within FollowUpBoss CRM, providing a seamless integration experience.

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2. Why should I set up a FollowUpBoss CRM integration?
Integrating FollowUpBoss CRM with MeetRecord allows your team to search and analyze conversations based on FollowUpBoss CRM properties and enrich your FollowUpBoss CRM records by pushing conversation data from MeetRecord. This integration significantly enhances the quality and depth of your FollowUpBoss CRM data, making it more actionable and valuable for your sales processes.

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3. What permissions are required to connect FollowUpBoss CRM to MeetRecord?
To successfully connect FollowUpBoss CRM to MeetRecord, you must have Admin permissions in both platforms.

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4. Why should I set up an integration user?
We recommend using a dedicated integration user to maintain the stability of your connection. If the user who initially set up the integration is deactivated, the connection will be lost. By using a dedicated user, you ensure that the integration remains active and uninterrupted, preventing potential disruptions.

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5. Can I control what FollowUpBoss CRM data is imported into MeetRecord?
Yes, you have control over which FollowUpBoss CRM properties (both built-in and custom) are imported into MeetRecord. You can use the AI Docs feature to connect and manage custom CRM fields according to your specific needs.

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6. How does MeetRecord use FollowUpBoss CRM data?
MeetRecord leverages FollowUpBoss CRM data to analyze conversations, providing insights and enabling you to filter data across various MeetRecord pages, including the Search and Deals pages. This integration enhances your ability to make data-driven decisions by combining sales activity data with your CRM insights.

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7. Can I control which MeetRecord calls are exported to FollowUpBoss CRM?
Yes, once MeetRecord is integrated with FollowUpBoss CRM, calls will automatically be associated with the relevant deals and contacts. You can manage and delete these records directly from your FollowUpBoss CRM Dashboard as needed, giving you full control over what data is stored.

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8. What should I set up in FollowUpBoss CRM to enable MeetRecord to push call data?
To allow MeetRecord to push call data into FollowUpBoss CRM, follow the steps to authorize the connection in FollowUpBoss CRM and ensure that the API connection is established in MeetRecord's Integrations settings.

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