Capsule CRM + Follow Up Boss
Create new Follow Up Boss inquiries or website events from updated Capsule CRM opportunities
Stay on top of new opportunities and potential clients with this Capsule CRM to Follow Up Boss automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create a new inquiry or website event in Follow Up Boss, ensuring you never miss a chance to connect and build relationships. Save time and enhance efficiency by streamlining your customer relationship management process.
Stay on top of new opportunities and potential clients with this Capsule CRM to Follow Up Boss automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create a new inquiry or website event in Follow Up Boss, ensuring you never miss a chance to connect and build relationships. Save time and enhance efficiency by streamlining your customer relationship management process.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- 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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