Manage new BrokerSpot leads by creating or updating contacts in Follow Up Boss without triggering action plans
Boost your efficiency with this workflow between BrokerSpot and Follow Up Boss. When a new lead comes in on BrokerSpot, the workflow goes to work, promptly creating or updating a contact in Follow Up Boss without triggering action plans. This automation smoothly navigates between your apps, freeing up your time and ensuring no lead is left unattended. Get the most out of your leads and stay organized effortlessly.
Boost your efficiency with this workflow between BrokerSpot and Follow Up Boss. When a new lead comes in on BrokerSpot, the workflow goes to work, promptly creating or updating a contact in Follow Up Boss without triggering action plans. This automation smoothly navigates between your apps, freeing up your time and ensuring no lead is left unattended. Get the most out of your leads and stay organized effortlessly.
- When this happens...New Lead
Triggers when a New Lead is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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