Certileads + Follow Up Boss
Manage new Certileads leads by creating or updating contacts in Follow Up Boss without triggering action plans
Stay on top of your leads with this efficient workflow between Certileads and Follow Up Boss. Whenever a new lead is captured in Certileads, their information is instantaneously reflected in Follow Up Boss, creating or updating their contact profile - all without triggering any action plans. This simplifies your lead management, ensures your data stays up-to-date, and allows you to focus on approach strategies rather than manual updates.
Stay on top of your leads with this efficient workflow between Certileads and Follow Up Boss. Whenever a new lead is captured in Certileads, their information is instantaneously reflected in Follow Up Boss, creating or updating their contact profile - all without triggering any action plans. This simplifies your lead management, ensures your data stays up-to-date, and allows you to focus on approach strategies rather than manual updates.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- 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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