Create Accelo sales from new Follow Up Boss contacts
Effortlessly keep track of new client opportunities with this seamless workflow between Follow Up Boss and Accelo. When a new contact is added in Follow Up Boss, a sale is automatically created in Accelo, ensuring your team stays organized and can focus on nurturing leads. Save time and stay synchronized with this valuable integration.
Effortlessly keep track of new client opportunities with this seamless workflow between Follow Up Boss and Accelo. When a new contact is added in Follow Up Boss, a sale is automatically created in Accelo, ensuring your team stays organized and can focus on nurturing leads. Save time and stay synchronized with this valuable integration.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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