CallRail + Follow Up Boss
Create notes in Follow Up Boss for new sms received in CallRail
Easily keep track of your customer communications with this smooth workflow. When a new SMS message is received in your CallRail app, it creates a corresponding note in your Follow Up Boss platform. This automation helps in ensuring that no important messages slip through the cracks, enhancing your customer service management.
Easily keep track of your customer communications with this smooth workflow. When a new SMS message is received in your CallRail app, it creates a corresponding note in your Follow Up Boss platform. This automation helps in ensuring that no important messages slip through the cracks, enhancing your customer service management.
- When this happens...SMS Received
Triggers when an SMS message is received.
- automatically do this!Create Note
Creates a note on a contact
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About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
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About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
