Create notes in Follow Up Boss for new lead activities in Verse
Stay on top of your leads with this seamless workflow between Verse and Follow Up Boss. Whenever there's a new lead activity in Verse, a note will be created in Follow Up Boss, ensuring that all important information is captured for effective follow-up. With this automation, you can save time and maintain consistency across both platforms, allowing you to focus on nurturing your leads more effectively.
Stay on top of your leads with this seamless workflow between Verse and Follow Up Boss. Whenever there's a new lead activity in Verse, a note will be created in Follow Up Boss, ensuring that all important information is captured for effective follow-up. With this automation, you can save time and maintain consistency across both platforms, allowing you to focus on nurturing your leads more effectively.
- When this happens...New Lead Activity
Trigger when a new activity on a lead is added.
- automatically do this!Create Note
Creates a note on a contact
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New Lead Activity
Trigger when a new activity on a lead is added.
Try ItNew Qualified Lead
Trigger when a lead has been qualified.
Try ItEnd Conversation (Qualify)
End conversation and qualify a lead.
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
New Lead Created
Trigger when a lead has been created.
Try ItNew Unqualified Lead
Trigger when a lead has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Lead Type
Street Address
City
State
Postal Code
Additional Notes
Lead Source
External Lead Id
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
Lead Converted
Lead Conversion Amount
First Name
Last Name
Email
Street Address
City
State
Postal Code
External Lead Id
Lead Type
Additional Notes
Lead Source
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields