Tag new Follow Up Boss contacts when conversations are created in Verse
Streamline your workflow between the Verse app and Follow Up Boss by tagging new conversations from Verse to your contacts in Follow Up Boss. This automation ensures that your contacts in Follow Up Boss are updated swiftly when a new conversation is created inside Verse, enhancing your communication efficiency. Simplify your tasks and ensure vital updates don't slip through the cracks with this seamless communication solution.
Streamline your workflow between the Verse app and Follow Up Boss by tagging new conversations from Verse to your contacts in Follow Up Boss. This automation ensures that your contacts in Follow Up Boss are updated swiftly when a new conversation is created inside Verse, enhancing your communication efficiency. Simplify your tasks and ensure vital updates don't slip through the cracks with this seamless communication solution.
- When this happens...New Conversation Created
Trigger when a conversation has been created.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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New Conversation Activity
Trigger when a new activity on a conversation is added.
Try ItNew Qualified Conversation
Trigger when a conversation has been qualified.
Try ItEnd Conversation (Qualify)
End and qualify a conversation.
Search ByRequired
Search ValueRequired
New Conversation Created
Trigger when a conversation has been created.
Try ItNew Unqualified Conversation
Trigger when a conversation has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Type
Street Address
City
State
Postal Code
Additional Notes
Source
External Id
Script
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
Stop Conversation (Unqualify)
Stop and unqualify a conversation.