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Automate tasks across Follow Up Boss with Retently

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Follow Up Boss and Retently talk.
Here are some common ways to automate work between them.

Send a Retently notification when Follow Up Boss receives a high-priority item.Try now
Create a Retently follow-up from new qualified activity in Follow Up Boss.Try now
Copy new customer details from Follow Up Boss into Retently.Try now
Update the matching Retently item when a Follow Up Boss status changes.Try now
Start a review in Retently when Follow Up Boss flags an exception.Try now
Summarize new Follow Up Boss activity and save it in Retently.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Follow Up Boss and Retently work.

Connect your Follow Up Boss and Retently. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 27 actions between Follow Up Boss and Retently.
Can’t find an action you need? Let us know.

List EventsReadRetrieves events from Follow Up Boss - Legacy.List PeopleReadRetrieves people from Follow Up Boss - Legacy.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Follow Up Boss and Retently.

Apps are the systems your business runs on, like Follow Up Boss and Retently. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Follow Up Boss with the apps your team already uses, or browse every Follow Up Boss and Retently integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can’t automate business processes end-to-end if you can only connect to half of them.

Request an invite iconRequest an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expert iconTalk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.