Create notes in Follow Up Boss for new events in Altos Research
Stay on top of your real estate game with this efficient workflow. When a new event occurs in Altos Research, a note will be created in Follow Up Boss, keeping your records up-to-date and ensuring you never miss important information. This automated process saves time and helps you stay organized for success in the competitive real estate market.
Stay on top of your real estate game with this efficient workflow. When a new event occurs in Altos Research, a note will be created in Follow Up Boss, keeping your records up-to-date and ensuring you never miss important information. This automated process saves time and helps you stay organized for success in the competitive real estate market.
- When this happens...New Event
Triggers when a new event occurs.
- automatically do this!Create Note
Creates a note on a contact
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New Contact
Triggers when a new contact is added.
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Triggers when a contact is updated.
Try ItFirst NameRequired
Last Name
EmailRequired
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Phone
Campaigns
Reports
Lead TypeRequired
Signup TypeRequired
Property TypeRequired
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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