Create tasks in ClickUp for new tagged contacts in Follow Up Boss
Stay on top of your sales pipeline by instantly creating tasks in ClickUp when contacts are tagged in Follow Up Boss. With this seamless automation, you can ensure important follow-ups are never missed, while maintaining a smoother workflow for your team. Just set it up once, and keep your tasks organized and up-to-date as contacts receive new tags.
Stay on top of your sales pipeline by instantly creating tasks in ClickUp when contacts are tagged in Follow Up Boss. With this seamless automation, you can ensure important follow-ups are never missed, while maintaining a smoother workflow for your team. Just set it up once, and keep your tasks organized and up-to-date as contacts receive new tags.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Task
Creates a new task.
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