CallRail + Follow Up Boss
Start new Follow Up Boss inquiries or website events from started CallRail phone calls
Start tracking your client interactions more effectively with this workflow. When a phone call starts in CallRail, it initiates a new inquiry or website event in Follow Up Boss. This simple automation ensures your team stays on top of communication, leaving no calls unaddressed. It results in improved client management and better business outcomes.
Start tracking your client interactions more effectively with this workflow. When a phone call starts in CallRail, it initiates a new inquiry or website event in Follow Up Boss. This simple automation ensures your team stays on top of communication, leaving no calls unaddressed. It results in improved client management and better business outcomes.
- When this happens...Phone Call Started
Triggers when an inbound phone call is started.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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