Create notes in Follow Up Boss for new leads in BDX Leads
Speed up your contact management process with this streamlined workflow. Whenever a new lead is added in BDX Leads, a note will immediately be created in Follow Up Boss. This ensures that all your important lead details are readily accessible in one place, saving you the need to manually transfer information and letting you respond to new prospects more efficiently.
Speed up your contact management process with this streamlined workflow. Whenever a new lead is added in BDX Leads, a note will immediately be created in Follow Up Boss. This ensures that all your important lead details are readily accessible in one place, saving you the need to manually transfer information and letting you respond to new prospects more efficiently.
- When this happens...New Lead
Triggers when a new BDX lead is created.
- automatically do this!Create Note
Creates a note on a contact
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