Create Follow Up Boss inquiries or website events from new Airtable records in view
Stay on top of your leads and inquiries by connecting Airtable and Follow Up Boss. With this automation, whenever a new record appears in a specified Airtable view, a new inquiry or website event will be created in Follow Up Boss. Streamline your lead management process and save time by letting this workflow handle the task for you.
Stay on top of your leads and inquiries by connecting Airtable and Follow Up Boss. With this automation, whenever a new record appears in a specified Airtable view, a new inquiry or website event will be created in Follow Up Boss. Streamline your lead management process and save time by letting this workflow handle the task for you.
- When this happens...New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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