ClickUp + Follow Up Boss
Create new Follow Up Boss inquiries or website events from updated ClickUp tasks
Stay on top of new inquiries or website events effortlessly with this workflow between ClickUp and Follow Up Boss. Whenever there's a task change in ClickUp, it immediately creates a new inquiry or website event in Follow Up Boss to ensure you have all the details you need to follow up effectively. Streamline your process and never miss important updates again.
Stay on top of new inquiries or website events effortlessly with this workflow between ClickUp and Follow Up Boss. Whenever there's a task change in ClickUp, it immediately creates a new inquiry or website event in Follow Up Boss to ensure you have all the details you need to follow up effectively. Streamline your process and never miss important updates again.
- When this happens...Task Changes
Triggers when a task changes.
- 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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