Create new BONZO prospects in pipeline stage when tags are added to contacts in Follow Up Boss
Efficiently manage your contacts with this instant and seamless connection between Follow Up Boss and BONZO. As soon as a new tag is allocated to a contact in Follow Up Boss, a prospect is instantly set up in a pipeline stage within BONZO. The result is a streamlined customer management process, reducing manual effort and enhancing organization. Benefit from this integration that keeps your contacts aligned across both platforms.
Efficiently manage your contacts with this instant and seamless connection between Follow Up Boss and BONZO. As soon as a new tag is allocated to a contact in Follow Up Boss, a prospect is instantly set up in a pipeline stage within BONZO. The result is a streamlined customer management process, reducing manual effort and enhancing organization. Benefit from this integration that keeps your contacts aligned across both platforms.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Prospect in Pipeline Stage
Creates a prospect in a pipeline stage.
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