Create projects in Capsule CRM for new Follow Up Boss contacts
Effortlessly manage new leads with this seamless workflow between Follow Up Boss and Capsule CRM. When a new contact is added in Follow Up Boss, a project is immediately created in Capsule CRM, keeping your sales pipeline updated and organized. Simplify your lead management process with this efficient integration.
Effortlessly manage new leads with this seamless workflow between Follow Up Boss and Capsule CRM. When a new contact is added in Follow Up Boss, a project is immediately created in Capsule CRM, keeping your sales pipeline updated and organized. Simplify your lead management process with this efficient integration.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Project
Creates a new Project.
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